Team Member
Nico Matthee
Wealth Planner
Qualifications
- Post Graduate Diploma in Financial Planning
- Advanced Post Graduate Diploma in Financial Planning
- Bachelor of Commerce in Law
About Me
Nico has more than 22 years experience in Financial Planning and has been in various roles within the industry including Legal, Fiduciary and Advice. He believes that each client’s planning needs are unique and follows a holistic approach to not only ensure client needs and objectives are addressed appropriately, but also reviewed regularly.
Building long lasting relationships with his clients is of utmost importance. In his spare time, Nico enjoys playing a round of golf and enjoys spending time with friends and family in the bushveld.