TEAM-SUNEL

SUNEL VELDTMAN CFA®, CFP®

B.COM HONOURS IN ECONOMICS (US),
CHARTERED FINANCIAL ANALYST ®,
MEMBER OF THE INSTITUTE OF STOCKBROKERS,
POSTGRADUATE DIPLOMA IN FINANCIAL PLANNING (UFS)

CHIEF WEALTH ADVISOR AND STRATEGIST

Sunél Veldtman is the visionary behind Foundation Family Wealth. She has a 21-year history in finance and has advised and consulted to some of the wealthiest families in South Africa. She has held key managerial roles at high-profile companies, including her tenures as director at BJM and as founder of Dreamlife Financial Services.

Her philosophy and approach to wealth management are at the heart of what we do at Foundation. Together with Elke Zeki, she spearheads the company with a passion for helping people utilise their resources to bring balance and happiness to their lives. She facilitates these conversations, assists with strategic decisions, and guides clients through major life transitions.

She has a particular interest in financial wellness for women, and is the author of Manage Your Money, Live Your Dream, a financial guide for women. Sunél oversees the business and client strategies and is ultimately responsible for investment strategy and product selection for each client.

sunel@foundationsa.com

TEAM-ELKE

ELKE ZEKI CFP®

B.COM HONOURS IN FINANCIAL ANALYSIS (US),
POSTGRADUATE DIPLOMA IN FINANCIAL PLANNING (UFS),
ADVANCED POSTGRADUATE DIPLOMA IN FINANCIAL PLANNING (UFS)

CHIEF CLIENT EXPERIENCE EXECUTIVE AND WEALTH ADVISOR

Elke has over 10 years of experience in wealth management and is known for her technical expertise, attention to detail and care. She is an accomplished wealth advisor with a particular interest in seeing individuals and families discover financial wholeness. Before joining Sunél, Elke fulfilled various roles within the financial industry, including Wealth Manager at RMB Private Bank and BJM Private Client Services.

She shares Sunél’s passion for client relationships and takes the time to make every client feel part of the Foundation family. She also works tirelessly to ensure that our clients experience world-class excellence at Foundation. She oversees all investment products and processes and is responsible for the overall client experience and reporting.

elke@foundationsa.com

TEAM-PIETER

PIETER VENTER

CA (SA)

NON-EXECUTIVE DIRECTOR

Pieter Venter, director and founder of Bridge Capital, acts as both a sounding board and partner for Foundation Family Wealth’s advisors and clients. Through Pieter’s partnership, Foundation’s clients benefit from Bridge Capital’s expert advice regarding succession planning, capital raising, and project financing.

Prior to Bridge Capital, Pieter worked at Deloitte & Touche’s finance division. Within only three years of his appointment, he was promoted to partner at this well-known firm. Pieter’s thriving career is testimony to his invaluable insight, and his extensive expertise covers all areas of acquisition and corporate finance, including due diligence reviews, valuations, listings, restructuring companies, project finance, and strategic business reviews.

TEAM-MICHELLE

MICHELLE LE ROUX CFP®

B.COM HONOURS (FINANCIAL MANAGEMENT),
POSTGRADUATE DIPLOMA IN FINANCIAL PLANNING (UFS)

WEALTH ANALYST

michelle@foundationsa.com

TEAM-THIART

THIART VAN DER MERWE CFP®

B.COM HONOURS (INVESTMENT MANAGEMENT)

POSTGRADUATE DIPLOMA IN FINANCIAL PLANNING (UFS)

WEALTH ANALYST

thiart@foundationsa.com

TEAM-MELISSA

MELISSA BRODIE

B.COM (ECONOMICS AND BUSINESS ECONOMICS)

ADMINISTRATOR

melissa@foundationsa.com

carmen

CARMEN NIENABER

DIARY MANAGER, CLIENT CONTACT, EVENTS CO-ORDINATOR

carmen@foundationsa.com