Advisor Category: Financial Advisor

Heimo is a seasoned expert in wealth creation, specializing in Private Equity investment. With previous experience in conventional investment institutions, Heimo made the strategic decision to explore alternative investment opportunities, seeking innovative ways to deliver higher returns. Now at Aluma Capital, he is dedicated to offering clients a full spectrum of investment options, empowering them to achieve long-term financial growth. Heimo combines his extensive industry knowledge with a forward-thinking approach, ensuring that each investment opportunity is aligned with his clients’ wealth-building goals.

With eight years of experience as a dedicated independent financial advisor, Maricel has built her career on the principles of holistic financial planning. Her approach ensures that all aspects of her clients’ financial lives are considered, from investments and savings to retirement planning and insurance needs. Maricel helps her clients create wealth through personalized strategies that align with their long-term goals. A significant step in her professional journey was joining Aluma Capital, a firm specializing in alternative investments. This role allows Maricel to leverage her expertise and passion for comprehensive financial strategies while exploring innovative investment opportunities for her clients.

Growth, Protection and Wealth Creation. These are the sentiments that underpin Anthony’s value proposition and his ability to consistently achieve this in unstable times over his many years in the industry is what separates him from the rest.

With drive, passion and a personalized approach, along with Aluma’s innovative alternative investment options, the road to financial freedom is within reach with Anthony in your sidecar.

Detail-orientated, passionate, and resolute are just a few words that describe Inge Ultimately, putting clients in a better financial position is what drives Inge’s approach to financial planning. The focus is to understand the needs of each individual client and to address these needs by combining the perfect grouping of products to achieve the client’s financial goals. It is of the utmost importance for Inge that her clients understand the product portfolios and that her clients are well informed and educated about their specific investment and risk planning needs.

Inge completed her RE5 Regulatory examination for Representatives and is currently studying towards her higher certificate for Financial Planning through the Milpark Business School.

Jason, a seasoned and trusted financial advisor with over 17 years of entrepreneurial experience across industries, adopts a client-centric approach. He values building trust and enhancing client relationships through the creation of tailored financial plans, fostering relationships which secure their financial futures and lead them on a path to financial freedom.

With expertise in long-term (retirement, life annuity), medium-term (offshore, endowment products), and short-term investment products (flexi invest private equity, CIS products), Jason excels in long-term risk and estate planning, crafting reliable financial protection plans for you and your family.

Damian Joseph is based at our head office in Pretoria and welcomes any opportunity to meet with clients across the whole of South Africa. Damian has more than 4years’ experience in the industry and takes a personalized and thorough approach to his clients’ financial well-being.

He believes that a successful financial plan is built on a foundation of careful and meticulous planning, and he makes it a priority to ensure that every aspect of his clients’ financial lives is well-considered.

His commitment to his clients is evident in his dedication to helping them achieve their financial goals and secure their financial futures. He understands that each client’s situation is unique, and he tailors his advice accordingly.

Determined, disciplined and goal-driven are just a handful of words that are used to describe Strydom Victor.

Strydom works to prove himself as an innovative financial advisor that works to build achievable financial goals with every client, and works relentlessly to be able to help all of his clients overcome financial obstacles and assist them in getting one step closer to financial freedom.

Makala Mabotja is a dedicated financial professional with a BSc in Mathematical Statistics and over 4 years of experience as a Senior Financial Planner. He is known for his excellence in the financial services industry and works at a leading Fintech building in Pretoria East. Makala is committed to providing exceptional service and staying up-to-date with industry trends. He specializes in building generational wealth for clients, focusing on strategic investments and long-term planning. Makala aims to secure the financial well-being of current and future generations, empowering clients to achieve their legacy goals.

Leon specialises in wealth creation through Alternative and Private Equity investment. Leon always places his customers needs first and is determined and passionate with over 25 years experience as an Financial Advisor. Having owned businesses in the past gives him a wealth of experience in financial management and building wealth. Leon has a passion to unlock different financial avenues tailor made for each individual, Leon will introduce to you the specific product made for your unique situation and your specific risk appetite.

Being part of the Numeral team gives Leon the opportunity to create wealth and offer his clients the full spectrum of investment portfolio options with above average returns.

Leonie Nortje is based at our beautiful head office in Pretoria and welcomes any opportunity to meet with clients across the whole of South Africa. Leonie joined Aluma Capital in July 2023 and has more than 16 years’ experience in the industry.

Leonie is passionate about serving individuals, families and businesses by providing them with personalised financial solutions to meet their specific needs and goals. She works in collaboration with her clients, which provides them with the opportunity to make informed decisions and actively participate in their wealth and succession planning. Leonie provides holistic financial advice to ensure that your cover and investment products align with your needs and goals.  

With the support of her dedicated administration team and financial product specialists, Leonie is able to provide you with effective customer and financial services.

Evert has been in the financial industry since 2002 and completed his RFP 1 & 2, RE 5 Regulatory examination for Representatives and his Certificate in Financial Planning in Milpark Business School.

He has been involved in numerous businesses in various sectors and has built a vast amount of experience and understanding in these various sectors.

Rowendree Moodley is based on the beautiful Dolphin Coast of KwaZulu-Natal and has been with the Aluma since 2022. Before that, she spent over a decade as a National Sales Manager selling healthcare products to the medical industry, which built an ideal foundation for her work as a financial advisor.

Trustworthiness, attention to detail, good listening skills and great empathy are just a few of the attributes her clients appreciate most. She is supported by a team of devoted administration staff and investment products specialists, whose teamwork and professionalism help her to provide you with the utmost in customer service and wealth creation.

Ro specialises in providing comprehensive financial advice to best assist her clients to not just reach their financial goals but to exceed them.

Johan began his career as a Financial Advisor in 2010, and after more than a decade of experience, has honed his passion for providing clients with the best possible assistance to a fine art. Johan is well-versed in making the right financial decisions and ensuring that clients are left in a better position than before they met.

Johan focusses on building relationships with his clients to guide them along each step of the way through their investment journey, and he always makes certain that his clients are equipped with the newest and best possible solutions the insurance industry has to offer.

It is of utmost importance for Johan that his clients fully understand the products portfolios, and that his clients have been educated about why one needs to have a financial plan and goal and assisting his clients to achieve it.

Greg specialises in wealth creation through Private Equity investment. Greg is determined and passionate with over 24 years experience as an entrepreneur. Having owned more than 4 businesses gives him a wealth of experience in financial management and building wealth. With a passion to unlock different financial avenues, Greg has dealt with a variety of portfolios in procurement, purchase order and business loan finance.

Being part of the Aluma team gives Greg the opportunity to create wealth and offer his clients the full spectrum of investment portfolio options.

Perceptive, detail-oriented, and forward-thinking are just a few words that are most often used to describe Pieter. With more than a decade of experience in the fast-paced financial industry and commercial and corporate banking sector, Pieter has established himself as an innovative financial planner who draws on the vast experience to competently and prudently work with each client to set realistic financial goals, plan towards those goals, and assist in navigating the changing needs and circumstances over time.

Ultimately, putting clients in a better financial position is what drives Pieter’s approach and this is seen in his emphasis on consumer education and understanding of the unique needs of each client. Pieter endeavours to consistently put together the perfect combination of products that will achieve the client’s financial goals; regardless of which phase s/he is in their investment life cycle.