Meet the Advisor Support Team

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Francois du Toit, CFP®

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I am a CFP® Professional and a financial planning and tax consultant, with more than 20 years’ experience. My team and I offer various solutions to help Financial Services Providers unlock growth, including career counselling and bespoke tech products. I am also the host of the PROpulsion podcast, which seeks to inspire professionals in the industry.  I hold a B Com Degree in Risk Management and the Post Graduate Diploma in Financial Planning.

Renate Jute, CFP®

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Renate entered the specialised fields of Trust administration and accounting in 2001. In 2009 Renate co-founded a Trust accounting firm, and by 2018 had 2000 trusts under administration. Renate’s qualifications and accreditations include Bachelor’s Degree in Psychology, Post Graduate Diploma in Financial Planning, Registered Tax Practitioner, Certificate in Administration of Deceased and Insolvent Estates, Certificate in Taxation, and Internationally Accredited Life & Business Coach.

Heather Pretorius BA, LL.B, H.Dip Tax

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Heather holds the qualifications of BA, LL.B and H.Dip Tax.  Heather was admitted as an attorney of the High Court in October 1996 and still practices as such.  Over the past 12 years Heather has specialised in Tax Law, Trust Law and Trust Administration.  Heather is a registered Tax Practitioner and has presented seminars and lectures on Trusts and Tax Law.

Xenia Luff

Xenia is a Financial Planning Analyst with varied experience in the Financial Services industry since 2005.  With experience as support staff to an advisor, as a Tied and Independent Financial Advisor, a Broker Consultant and a Financial Planning Analyst she is able to assist Financial Professionals. She assists by providing specialist support to them and their businesses, freeing up their time to do what they do best.  Xenia holds the Post Graduate Diploma in Financial Planning.

Ida Sonnekus, Professional Accountant (SA)

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Ida is a Professional Accountant (SA) and has 13 years’ experience in the financial industry. She holds a B Com Hons in Management Accounting and is a registered Independent Reviewer with SAIPA. Her career has enabled her to gain experience in a vast array of industries, including the public sector, medical, ecommerce and financial services sector. Her focus is on the client first, with all advise given aimed at limiting the risks to which clients unknowingly expose themselves.

Updates: SA CORONA VIRUS CENTRE