About Us

From the beginning, nothing has been more important to us than to ensure that our clients, many of whom have become personal friends along the way, are given only the very best advice & service. More than 30 years on, this ethos has not changed one bit.

We are service, not sales driven, and we are happy to say that this way of doing things has kept us as busy as ever with no let-up in sight, so we are hopefully doing something right!

Despite this “warm professionalism”, we are passionate about ensuring that everyone in the organisation is trained and motivated to the point where they are able to offer you a similar, if not better (that is our ongoing aim anyway) level of advice and service than you could get by going anywhere else.

This training is ongoing in order to ensure that we keep up with the demands made by an ever changing world.

Our offices, which we own, are located in the small seaside town of Warner Beach on the South Coast of KwaZulu Natal. Thanks to technology, however, our work and client dealings are both national and international.

Finally, we are committed to South Africa and to being part of the solution, rather than part of the problem. We are proud South Africans and are proud of what we, as South Africans, have achieved to date. We are also excited about the future. This is why we will continue to be here to serve you in the many years to come.

 

SUPPORT TEAM

Charles Merrington

Charles Merrington

Executive Director
Certified Financial Planner® Professional
 Nine Merrington

Nine Merrington

Director
 Pam McShane

Pam McShane

Business Support
 Andrisha Chathargoon

Andrisha Chathargoon

Wealth Management Paraplanner
Nathan Webber

Nathan Webber

Wealth Management Intern
Liza Nel

Liza Nel

Wealth Adminstrative Support
Terisha Reddy

Terisha Reddy

Company Bookkeeper
Geraldine Harcourt

Geraldine Harcourt

Tax Practitioner
Maheshrie MoganIall

Maheshrie MoganIall

Tax Administrator
Nozipho Nxumalo

Nozipho Nxumalo

Short Term Insurance and Medical Aid Intern
Nikita Dharamraj

Nikita Dharamraj

Marketing
Clive Donk

Clive Donk

IT Manager
Linda Mc Glead

Linda Mc Glead

Receptionist
Elize Wheelwright

Elize Wheelwright

Relief Receptionist
Leonard Myeza

Leonard Myeza

Maintenance Officer
Rosemary Mdunge

Rosemary Mdunge

Office Support
 Priscilla Myeza

Priscilla Myeza

Office Support
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