Matthew began his career in financial services over a decade ago, developing financial strategies for young professionals entering the market. His passion for engagement has refined his strengths in communication, trust-building, empathy, and forming professional relationships across a wide range of personality types. He holds a Bachelor of Commerce and a Postgraduate Diploma in Financial Planning from Stellenbosch University and is currently pursuing his Certified Financial Planner (CFP) certification. Matthew believes that continual learning is essential in the ever-evolving financial landscape. His diverse industry experience allows him to take a dynamic and tailored approach to each client’s portfolio, crafting bespoke solutions aligned with their individual goals. At the core of his practice is a commitment to exceptional service and insightful advice, with a strong emphasis on building and maintaining long-term client relationships.

Duncan began his career in the financial services industry in 2016, following the completion of a BCom and a Postgraduate Degree in Financial Planning at the University of Stellenbosch. Since then, he has developed deep expertise in the field and built a strong network of professional clients across various sectors. His growth has been driven by a commitment to delivering transparent, high-quality, and tailored financial advice. Known for his approachable nature and dependability, Duncan is passionate about working with people and is dedicated to helping clients achieve their financial goals with care and precision. This, coupled with his deep understanding of financial solutions, enables him to provide strategic, client-centric advice that is both effective and enduring.