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.

    +27 82 710 7837

    nicom@portfolium.co.za