Protect their legacy

If not a Marriage Certificate, then a Will

If Not a Marriage Certificate, Then a Will. Why Estate Planning Matters for Unmarried Couples. What is a Life Partnership? In South Africa, many couples live together, share responsibilities, raise children, and build lives without formalising their relationship through marriage. These relationships are often referred to as life partnerships. While they may resemble marriages in […]

Estate Planning for Business

Estate Planning for Business How will your death affect your business and your partners? Wildeno Offers Insights It’s surprising how many business owners haven’t considered what happens to their business when they pass away. Estate planning isn’t just about your personal assets; it’s also about protecting the business you’ve built and the people who depend […]

After obtaining his BComm Management Sciences degree majoring in Investment Management and Financial Management, Ruan decided to study an additional year to include modules in Economics, Financial Accounting, and Marketing Management. In 2013 he decided to become a Financial Advisor at Hereford Group where he has achieved the following achievements to date: Mentoring and managing young advisers since 2015. Became the youngest Shareholder of the group in 2018 Won multiple awards of excellence and have always been in the top 3 performance for the Western Cape over the last decade Member of the MDRT (Million Dollar Round Table) Ruan is also a qualified representative on long- and short-term insurance products.

After obtaining his Honours in Accounting sciences (HCompt), whilst doing his SAICA articles at a small firm in Durbanville focusing on audits, trusts, and estates, Wouter joined the Star Motor Group of companies (now known as MyRide Group) where he was appointed as Financial Director and Operational Director of numerous subsidiaries. In 2013 he became a shareholder in the Group. Here he started Global Motor Administration with other partners, that provided and administered warranty products to the Star Motor Group and numerous other Motor groups. Due to his role in this company, he is also a Key Individual and a qualified representative for short-term insurance products. He decided to start his own Consulting, Accounting, and Tax Planning firm, that focuses on proper structural, financial planning, and tax assistance to Small and Medium enterprises that cannot afford a full-time Financial Manager in their Business. Wouter has been involved in trust management and estate planning since 2011.

After obtaining his Bachelor of Laws (LLB), Danie spent time developing his law skills in various law firms specializing in Labour law. He decided to start his own law consultancy firm, LE Consult Group, in 2009. LE Consult Group is a group of consulting specialists departments which include Labour Law and HR Solutions, Legal consulting specializing in commercial and compliance law, Trust & Fiduciary Services, and BEE Consulting & Advisory. He has been actively involved in trust administration since 2007 and also been assisting clients with estate planning and wills since 2012.