Your Private Wealth Specialists
Since 2006, we have passionately engaged with our clients, and the industry at large, in the support of financial wellness. We believe in focussing on our strengths and building robust relationships with clients and service providers. You will find our team to be trustworthy, personable and ready to help.
Stuart completed his Bachelor of Business Science with Honours in Finance from University of Cape Town in 2000. He then went on to complete the SAFEX Junior Dealer Qualification in 2001, followed by his Post Graduate Diploma in Financial Planning (CFP) form the University of the Free State in 2006.
Having started his Career at Liberty, Stuart went independent in 2007 and opened his own practice. Apart from ample industry experience, he brings a uniquely personal touch to client interactions and is particularly adept at behavioural issues and the psychology of investing.
Jonathan is uniquely positioned to assist his clients in managing their wealth and finances from his wide range of experience in finance, real estate and entrepreneurship and coupled with a BCom Honours specialising in Financial Analysis and Portfolio Management.
With his ability to consider a client’s situation from many angles, listen intently and deeply understand their needs, Jonathan provides thoughtful and pertinent financial guidance to his clients.
Began Client Services in 2003 starting her career in London at Bid Up.TV. She also completed her SETA NQF Level 4 qualification in 2009 which is a Customer Service/Facilitator/Team Leader Qualification.
Michelle joined the team in March 2012 and brings a wealth of client service experience, having worked in customer service at the Dialogue Group and then Johnson & Johnson for a combined total of 9 years. Michelle is our client relations manager and you will hear from her during the year as we endeavour to exceed your expectations as clients and keep you in the know.
Tasneem joined Kanan Wealth in June 2010. With no prior industry experience, Tasneem has become an indispensable part of the team and is our Office Manager extraordinaire. Tasneem ensures the smooth running of all in-house admin related tasks – of which there are many and ensures a smooth back-end for Kanan clients and staff.
Nadia completed a Bachelor of Commerce Degree majoring in Information Systems followed by a Postgraduate Diploma in Marketing from the University of Cape Town in 2003. She began her career at an International advertising agency and moved to London where she was a marketing consultant in a Global Recruitment outsourcing company. Nadia has an incredible eye for detail; is honest and reliable and as a result we are excited that she will be adding further value to our clients’ experience in her role supporting the Kanan Wealth advisers deliver more detailed Financial Wellness Calculations, Investment Reports and Insurance Reviews.