SUNÉL VELDTMAN CFA®, CFP®
CHIEF STRATEGIST AND ADVISOR
Author. Financial commentator. Speaker. Wealth enabler.
As one of South Africa’s key females voices in finance, Sunél Veldtman advises, speaks and writes about how you can rethink and strategise your wealth and life.
Recognised by the FPI for her expertise on women and finance, she is the founder and CEO of Foundation Family Wealth: a finance and wealth management service that empowers individuals and families to make strategic financial choices that enable a successful life.
Sunél’s insight and expertise into the financial considerations and challenges for women has grown her understanding of the financial impact change has on all individuals undergoing transition – from retirement, to entrepreneurship, career changes, divorce and executive longevity. With over thirty 30 years’ of experience, her strategic expertise is complimented by her keen understanding of relationships, values and people.
Sunél is a speaker, author and member of the Financial Planning Institute. The author of “Manage Your Money, Live Your Dream”, a regular financial commentator in the media, Sunél also blogs on the intersection between finances and life. A CFA Charter Holder and CERTIFIED FINANCIAL PLANNER® professional, Sunél was previously a director for BJM Private Client Services.
A dedicated lavender enthusiast, Sunél is married to Piet Veldtman and loves life with her three teenagers.
ELKE ZEKI CFP®
CHIEF EXPERIENCE OFFICER & STRATEGIC ADVISOR
Elke is an experienced financial planner, analyst, wealth advisor and Director of Foundation Family Wealth. Driven by her love of investments and people, she takes pride in providing the best client experience possible. Elke’s key strengths lie in simplifying complex problems which enables clients to better navigate the world of financial planning. She is astute in helping clients define their long term goals and focus on what they can control, and believes in utilising technology to better plan for the future. With over 16 years’ experience in financial services, Elke is authentic and passionate about enabling people to live the life they want. She has worked with Sunél since 2006 and together they founded Foundation Family Wealth in 2012.
Elke has a B.Comm (Hons) in Financial Analysis, is a CERTIFIED FINANCIAL PLANNER ® professional, and holds an advanced diploma in Financial Planning.
Elke enjoys adventure, cooking and good wine. Her passions include travelling, scuba diving and spending time with her husband, Erol and two small children.
TAX AND ACCOUNTING SPECIALIST
Lozinda Avenant joined the Foundation team in April 2018 to manage their new service, Foundation Tax and Accounting. Hardworking, honest and disciplined, Lozinda’s skills include comprehensive experience in Taxes and has her perfectly placed to manage Foundation Tax and Accounting.
Lozinda’s management of Foundation Tax and Accounting augments her current position as Finance Manager at Bridge Capital: a position that covers all aspects of tax and accounting. Foundation Family Wealth is itself a client.
Our experience as her client, has proven that she is accurate, helpful and remarkably efficient in both her work and in her responses to client queries. The investment she puts into her relationships with clients and her work, has given her a keen understanding of her clients’ intricate tax affairs which are often linked to their businesses. Her even-handed approach to pressure and co-operative leadership style promise a rewarding partnership with Foundation Family Wealth clients.
Lozinda holds a BCompt Accounting Degree from UNISA, is a member of the SAIPA and a Professional Accountant (SA). She is proficient in all accounting software packages.
Lozinda likes to indulge in fantasy literature and values spending time with her husband and daughter.
MICHELLE LE ROUX CFP®, FPSA®
Michelle began her career in banking. She gained ten years of valuable experience in the wealth management space, and successfully established herself as a respected strategist. Her current role as a financial planner for Foundation is underpinned by her intrinsic people skills, astute income strategies, and practical, relatable expertise. While her financial advice drives her daily work, Michelle values hearing her clients’ unique stories and works to offer financial strategies that enliven their lives.
Michelle has a B.Comm (Hons) in Financial Management and is a CERTIFIED FINANCIAL PLANNER ® professional, and Fiduciary Practitioner of South Africa ®.
Michelle is married to Dirk, and has two children. She is currently working towards her LLB-degree.
THIART VAN DER MERWE CFP®
With an appetite for numbers and solving problems, Thiart is committed to finding efficient solutions for clients’ goals. As an analyst first in asset management and now wealth management, he has a valuable perspective when it comes to the convergence of numbers and life goals. Influenced by the goal of financial freedom, he focuses on solutions that deliver results. Thiart is a CERTIFIED FINANCIAL PLANNER® professional with an Honours degree in Investment Management.
Thiart is a sports fanatic who is happy to either be watching or dabbling in it, willing to try anything from triathlons to CrossFit. He is married to Bianca and has a daughter.
HEAD OF OPERATIONS
Melissa has worked in the investment industry for more than a decade, gaining administrative experience across all aspects of financial planning. In addition to assisting the Foundation team with the implementation of clients’ financial plans, Melissa has been involved in the day to day maintenance of the investment accounts. As Head of Operations, her administrative experience within Foundation and her zeal for identifying and mitigating risks makes her a valuable contributor to the team. Melissa has a B.Comm in Economics and Business Economics.
Melissa enjoys down time with her husband and two teenage children. When she isn’t on the side of a sports field or enjoying a theatrical production she enjoys cooking and has a keen interest in nutrition and fitness.
DIARY MANAGER, CLIENT CONTACT, EVENTS CO-ORDINATOR
An expert in the office space, Carmen is the client contact, diary manager and events coordinator at Foundation. She started her career in the fashion industry before moving on to logistics. Driven by a mission to ensure both clients and staff are happy, Carmen is best known for her efficient, people-centered approach to running the office, diaries and events.
She enjoys spending time with her family and friends. Carmen believes life is about sharing time with people, learning, growing and having experiences that enrich and inspire her.