Tell: 011 481 1000
Cell: 083 327 6413
Email | markw@oraclebrokers.com
LinkedIn | https://www.linkedin.com/in/markwestonfinancialplanner/
Website | http://www.markweston.co.za
Location:
Gauteng
Anastasia has a BCom in Accounting from the University of Johannesburg.
Since 2016 she has been well affiliated within the Financial Industry. Through this, she has developed a passion for what she does, as she finds value in impacting individuals lifes.
Excellence is not an exception it is a prevailing attitude.
Talk to Anastasia for more information:
Gauteng
Audrey started her career as a Financial Advisor 16 years ago at Liberty Life. She has since worked as a Financial Advisor for FNB, Discovery Financial Consultants, Surelife and has now found a permanent home with Oracle Broker Services. Audrey loves what she does and always tries to give the best advice to suit her clients’ unique and individual needs.
|”FAR AWAY THE BEST PRIZE THAT LIFE OFFERS IS THE CHANCE TO WORK HARD AT WORK WORTH DOING “ – Theodore Roosevelt
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Craig’s passion for guiding his clients to financial success is a testimony of his service of 24 years in the financial service industry. He is a certified Financial Planner who specialises in Investment risk retirement in both professional and business markets. His slogan is Invest, Insure, and retire with the best guarantee!
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Craig is very attentive to detail and very thorough in all that he sets out to achieve.
He gives of his best no matter what the situation may call for.
Whether its work or play, you know you can always count on Craig.
He is dependable and just a plain “all-round nice guy”.
When Craig accepts a task, he always has ‘all his ducks in a row’ so to speak, so you know that you’ll be well looked after.
To deal with Craig is a fantastic experience!!
-Bobby Christodoulou, COO Khumo Securities.
Craig is enthusiastic about work in general.
He was always first in at the office and got an early start as he believed (correctly so) those were the most productive hours in any day.
Craig is respected by his peers and gained credibility through his “hard work ethic”.
If there was a task to be completed, it was usually Craig who not only ensured his team completed it first, but also accurately as well.
If ever “smart and hard work” went as a description for anyone, it would describe Craig perfectly.
He is an asset to any company – full stop !!
-Stephan Kok, Partner at Supply Unchained
Craig is a highly competent and professional individual who has a way about him that instils trust in him by his colleagues.
He has a work ethic that most employers would not only respect, but would certainly appreciate if they had the opportunity of him working for them.
Above all else, he is honest, trustworthy and his infectious smile makes it a pleasure to be in his company during any work day.
He is most definitely an invaluable asset to any business.
-Edward Roodt, Partner IT Div. KPMG
Gauteng
Craig is an Independent Financial Adviser and has been in the field for over 25 years and has experience with specialising in Personal Risk Planning and Investment Wealth Creation.
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Please see link below for testimonials:
Gauteng
Dylan John Prinsloo is Oracle Broker’s dynamic, business savvy, and holistically experienced financial advisor. Dylan has demonstrated a history of working in the Financial Services Sector, with his wealth of industry knowledge and expertise, it is easy to understand why his notable reputation precedes him. Dylan started his career at Liberty Life, where he pursued his interests in financial planning for over five years. Performing exceptionally and seeking a new challenge, Dylan further pursued a new opportunity that led him to work at Discovery Holdings for a further five years into the industry. Now contracted to Oracle Brokers, Dylan is committed to ensuring his customers’ best interests are taken care of. Full transparency and exceeding his customer’s expectations are always his top priority.
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Gauteng
Fuadh has a NQF 5 in Wealth Management. He has been in the industry since 1996.
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Gauteng
Hazel Goodman is an accredited Financial Broker, she started her career with Liberty Life, 22 years ago.
Being a top performer in the industry and providing sound financial advice and having made long-lasting relationships with all her clients, she hopes to be able to do the same for you by bringing a wealth of information and experience to you.
She was a director and partner at Lifeforce Financial Services, an independent brokerage for many years, and then went on to her next venture by joining Oracle Brokers, one of the largest brokerages in South Africa today.
Her passion is to create healthy relationships with her clients and strives to show them how to maximize their wealth potential, by taking care of their retirement and all their financial needs to help them make conscious financial decisions about their financial planning and to secure their future.
Her focus lies in empowering her clients from all walks of life and of all ages, and to take them to the next level of financial planning.
Women in particular interest her, as she understands the unique challenges women face when it comes to finances. Understanding that the modern woman lead very busy lives and want to enjoy time with our families but still want to plan for a secure financial future which can be quite daunting. In this regard, she aims to empower women to transform their relationships with money through education and knowledge. She is in a position to tailor-make a package exclusively for for you which is affordable to everyone’s lifestyle.
Having enjoyed a great measure of success as a Financial Planner, she is able to obtain a comprehensive understanding of her clients, both men, and women needs, goals, and desires, and this has ensured that the financial plans that she compiles meets your requirements and affordability, not just for today but for tomorrow and also provides a clear path into the future.
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Cape Town
Kim has over 23 years of experience in the insurance field of which 13 years were in Financial Advising. She is a fully licensed accredited broker.
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Jonathan has a GSCE, a Diploma in engineering Distinctions, and an RE5.
He is planning to study further next year to start his business economics degree and financial planning.
He is highly innovative, dynamic, and adaptive, been in the industry for over 5 years with an excellent record. With a High Passion to assist and change peoples lives for the better, independent based on one service for each and every client, custom service for every custom set of needs, from start to finish.
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Gauteng
Lance has over 25 years’ of experience in the Financial Services Industry as a Financial Adviser and Wealth Manager, he has experience on the African continent and abroad.
Lance consulted for local and offshore firms, which has built up a good portfolio of local and international clients before joining Oracle Broker Services in 2019.
He brings an extensive knowledge of Financial Services, Investments, and Business Management experience to any business. Amongst Lance’s qualifications is the National Certificate in Financial Planning NQF Level 6.
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Larry has over 27 years in the industry – Larry has found his niche in Risk fulfillment and Estate Planning.
After being in the industry for a fair amount of years – the experience gained and the knowledge that sits with Larry is evident in his planning, and attention to detail, and relationships with his clients.
Talk to Larry for more information:
Kamla Quarsingh
(SA SAP Project Manager)
I found Larry to be very helpful in many ways, He goes the extra mile when it comes to gathering information and giving me the best advice. He is always willing to help and also makes house calls to explain and make sure I fully understand what is required and what is offered. If Larry is too busy to take my call, he will always return my call before the close of business. He also assisted me in doing my will and last testimony. I am totally satisfied with him being my broker. I will highly recommend him to anyone looking for a solid and good broker.
Oracle is a great organization to be part of.
I am currently specializing in PPS risk products.
Gauteng
As an individual with professional experience in a client orientated role, Liam seeks to assist families and professionals in implementing a solid foundation of assurance, investments, and healthcare by putting your needs and goals at the centre of any business relationship, as the building blocks of your financial wellbeing.
He does this by walking a mile in your shoes and immersing himself in what’s important to you; because he has the latest industry training and the ability to empathize and relate to how your needs and goals form a bigger picture, he can guide you through a full financial analysis to allow you the flexibility and security of starting on the right foot in the event of life’s unforeseen events which could threaten the standard of living that you are striving towards. This is done with the backing of a diverse portfolio of tailored product offerings and solutions.
Gauteng
Marc has a real passion for helping his clients while focusing on a caring and personal approach to his work. He ensures that the most are made of your budget to take care of your family and your future. A holistic view of your overall planning is essential, making sure all aspects of your financial well-being work together to suit your needs and finances. All angles are taken care of, from risk cover for yourself and your family, investment products which hedge risk for the best reward, estate planning and wills, and medical and gap cover.
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Originally from the UK, Mark Weston is Oracle Brokers’ top-performing financial planner.
He was the Founder and Director of Lifeforce Financial Services, an independent brokerage, which he grew substantially before heading up the Broker Division at an Employee Benefits company, where he gained his expertise in employee benefits and the importance of providing for their retirement needs. Mark used his wealth of experience to provide his clients with the best financial tools and advice to generate wealth and secure their futures.
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Danie von Backström: Integrity, trust, financial knowledge, market trends…. My criteria for a financial broker. Mark Weston certainly ticked all the boxes and to date provided an excellent service, and I would not hesitate to recommend him.
Kevin and Samantha Gailey’ – ‘Mark reached out to my husband and I with the offer to review our existing policies. No pressure – just a “look over” to see if any improvements could be made in our favour. We received policies that had better cover and addressed some real glaring issues in the fine print of the old policies. A huge improvement, without having to pay any more than we were already paying. Mark is friendly, professional and always prepared to go the extra mile to help where he can. We would not hesitate in recommending Mark Weston’s services.
Ida and Francois Sonnekus: Life is overwhelming and securing your future should be on the forefront of your mind, not just for yourself but for those that might be left behind. Mark was the person who pointed out to me that there is a husband and two children that I need to think about, save for and plan a future for, it was a very intimidating thought.
But, although it was that Mark made it easy and made it fit my budget and ensured that we could keep our lifestyle while saving and protecting our futures and our childrens’ futures. No matter the questions we asked, no matter how complicated Mark is always a call away to explain or guide or promise to find you an answer. He made this easy for us and educated us. For this we will always be immensely thankful as he is now a part of our family, as he ensures that we take the best care of us.
Gauteng
Mike joined the industry with a Liberty Franchise before moving to an Employee Benefits brokerage where he found his passion working within the EB space. For most employees, their Pension or Provident Fund is the only planning they have, so it needs to be done correctly.
He is an analytical person who enjoys meeting new people and assisting them in planning for their current and future lifestyles. He is passionate about investing and is a strong believer in correct asset allocation in order to achieve your goals. He believes that transparency is key and clients need to be actively involved in their own planning.
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Nicole enjoys what she does with a passion that shows! “It allows her to help maintain important values vital to any individual’s well-being and stability”
Integrity and stability are things she feels very strongly about. She
naturally forges enduring relationships with her clients and their families and helps them to navigate the obstacles on the road to financial wellness and takes pleasure and pride in witnessing their successes.
Nicole provides clients with exceptional advice and service in the areas of Investment Savings and Planning, Business Risk
Planning, Pre- and Post-Retirement Planning, Short-term Insurance, Trusts, and Wills.
Talk to Nicole for more information:
Gauteng
Neo has been in the Financial Services industry since 2005, which has allowed her to gain knowledge and skills to assist her clients (both individuals and corporate) with care and due diligence. Knowledge is key in our field of business, and she continuously keeps herself informed with the latest local and global economic trends to enable her to advise any clients efficiently. She is quality-driven and continuously strive for growth. Neo has a Higher Certificate in Financial Planning from Milpark business school and a Bachelor of Arts degree from WITS University. She also has a RE 5 and RE1 certificates.
Talk to Neo for more information:
Gauteng
Raoul was born in Cape Town, Raoul Duveen has been employed by Oracle Brokers since February 2011. Coming from a sales background, and being accredited by several insurance companies, Raoul understands the needs of clients, and recognises that everyone’s economic and life situation are unique. Being a consistent Platinum Top Performing financial planner with Oracle, Raoul believes in personalised services which are essential when building relationships and tailor-making diversified portfolios with clients. Once your tailored financial plan is in place, Raoul thrives to continue working with you to review your achievements against your stated aims to ensure that you remain comfortable with your portfolio. Away from Finance, Raoul is happily married with two sons and is passionate about chess, and puzzles. Raoul’s hobbies include hiking, tennis, and running.
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After over a decade of wandering the insurance world. Rizwana joined Oracle. In her past life before oracle she holds experience as a national operations manager and Employee Benefits. Specializing in Risk and Retirement planning Rizwana has a passion for what she does. Her commitment and drive to change people’s lives is testament in the testimonials below:
Talk to Rizwana for more information:
Yusuf Ismail – I have had multiple brokers over the years but not one has ever come close to the level of service, empathy and most importantly, HONESTY that Rizwana provides me with. She has always provided me with the best financial advice even if it meant she did not make any revenue from the advice. I would strongly recommend her to anyone looking for not just a financial savvy broker but one that really looks out for your best interests. Thank you Rizwana.
Gauteng
Rowan is a Certified Financial Planner CFP® and has nearly 15 years of experience advising high net worth individuals, companies, trusts, and the trustees of retirement funds. He is fluent in French and his academic background is in Economics, Wealth management, Philosophy, Politics, and International Relations. He is also a long-serving member of the financial planning institute (FPI).
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Martin and Sophie Haupt – Rowan has been our family’s financial advertiser for a number of years and we are extremely happy with the service that he provides. He is thorough and follows through, which is very important to us. Having recently deciding to take a sabbatical, hit the “refresh button” and embark on a journey to live more intentionally, I have come to realize the importance of having met Rowan 15 years ago. Our years of meticulous planning, investing and saving under his tailored guidance was and will continue to play a pivotal role in achieving the financial freedom necessary to live a more global lifestyle.
Bridget Lamont – Rowan Williams has been my trusted financial advisor for over ten years. I have always found his advice to be well-considered and with direct bearing on my circumstances and agreed goals. He is a good listener and a clear elucidator of financial concepts. He constantly refreshes his knowledge and sharpens his skills, keeping abreast of best practices and market forces. Good financial planners shoulder heavy responsibilities. They have a duty of care to balance objectivity and sensitivity to the deeply personal affairs of their clients. Rowan is committed to achieving this through vigilance and regular review of investment portfolios for a long-term financial peace of mind
‘Russel Goodman has his RE5 and NQF5 in wealth management and is currently busy with his short term commercial license. He believes every client is indispensable, and he goes out of his way to make sure the client is happy. He prides himself in providing rock-solid financial advice, and his clients know they can call on him 24/7.
Talk to Russel for more information:
Please see testimonials below:
”We have been working with Russel for over 4 years and his advice and continued support has been a true blessing.
I believe with Russel’s guidance, I have all my bases covered in ensuring that my family and I are, and will always be looked after.
Russel is also always such a pleasure to work with. He has the ability to make you feel very comfortable discussing things that are private and often a little sensitive.
A true gentleman.”
Trevor has an H Cert in Wealth Management, International Diploma in Marketing, and a Diploma in Sales and Marketing. His passion is investments. However, he also loves working with people to guide them through Financial Solutions to suit their needs. He has experience in various sectors in the industry, namely Retail Pensions, Life Planning for Businesses, Business Assurance, Life Planning for Individuals, Retirement Planning, Investment planning focused on both local and offshore funds.
Talk to Trevor for more information:
Gauteng
Chartered Accountant (SA) and under that Wealth Manager specialising in investments.
Talk to Zamir Raffee CA(SA) – Wealth Manager for more information.
Email: zamir@oraclebrokers.com
Cell: 082 809 5990
Gauteng
Gauteng
Simphiwe joined Oracle Broker Services (Pty) Ltd in 2019 as an independent financial planner. He specialises in the following classes of business: Long term insurance, Investments, and Pension Funds.
He has written monthly financial articles for ABSA’s national magazine, The Abacus.
He has facilitated in-house money management workshops to more than 20 000 employees for companies such as ABSA, BankServ, AfriSam, Eskom, Dept of Education, Lesedi Power Project, etc.
Simphiwe also has experience in the investing game. He is a successful property investor and holds a growing portfolio in stocks & crypto-currency.
Talk to Simphiwe for more information:
Gauteng
Steve Hughes is an independent broker with over a decade of experience in the Wealth Planning world. He is passionate about finding solutions that are beyond traditional solutions, and this is why he can offer far more than ‘the norm’.
Besides being a TRUE Wealth specialist, he is also a successful entrepreneur, having invested into a several companies. His entrepreneurial strengths shape his approach to wealth planning and is directed at solving problems and not selling products.
Steve specializes in services aimed at skilled professionals, executives, business owners and high net-worth individuals, as he can do more for them than almost every other financial advisor in South Africa.
Steve is based in Cape Town and is supported by a loving wife and his 4 amazing children.
Talk to Stephen for more information:
Dr Paulo Brogneri (Biological Dentist & founder of H.U.M.A.N.) – Steve Hughes and his Platinum Edge concept is novel, fresh and out the box. It is certainly well worth the time and effort to hear of the different options available of wealth creation and tax optimization. It’s definitely not information that the average financial advisor provides.
Anina Malherbe (International Entrepreneur & founder of VividPrive) – I love Steve Hughes’ Platinum Edge and its approach to wealth management. It is smart, disruptive and out of the box whilst being solid and logical at the same time.
Ashraf Natha (Physiotherapist) – The significant difference between Steve’s Platinum Edge and previous advisors is that Steve thinks out the box and offers a wide range of solutions for different circumstances. He keeps it simple enough to understand as a client. I feel confident and comfortable knowing that I have him as my financial guide.
Jan McGill – I’ve been with Platinum Edge for the past 3 years. During this time I have found Steve’s service to be not only excellent but it has proven to be very informative regarding the world’s financial situations. Stephen Hughes is an extremely reliable and helpful advisor.
Bertus Albertse (International Entrepreneur & founder of Body20 International) – Steve Hughes is highly informative with real value to offer.
Christiaan Beukes (International Entrepreneur & found of Sphere Custom Designs) – It’s been an absolute pleasure working with Stephen over the last few years as our financial advisor. My company and I have had tremendously positive feedback on our investments, and Stephen has shown himself to be a positive influence and trustworthy partner in our dealings. I can highly recommend his skills – he certainly does go the extra mile for his clients.
Anthony Kettle (Author and Recruitment specialist) – I have done business with Stephen for a number of years and he has always been true to his word, reliable and he has always delivered a great service. He has a wealth of knowledge pertaining to his industry and I would not hesitate to recommend his services.
Wadzana Mutemererwa is a Financial planner at Oracle Broker Services. She holds a Higher Certificate in Financial Planning from Milpark Institute and holds a Bachelor of Commerce (Marketing). She is studying towards a Postgraduate in Financial Planning.
Prior to joining the Oracle Financial Planning team, Wadzana spent three years at Azusa Financial services and five years at Royal square Financial services as a financial advisor.
Away from the office, Wadzana enjoys spending time with family and friends, drinking coffee, playing and watching sports.
Talk to Wadzana for more information:
Gauteng
Brendan is an independent financial advisor with a wide range of financial solutions to many complex financial situations one may find themselves in through the journey of life. Brendan has been surrounded by the financial industry most of his life, his family was renowned in the financial space.
Brendan studied a BCOM followed by a BCOM Honours, he obtained his accreditations with most financial intermediaries. Brendan brings most of the market to his clients to ensure his clients get the best option available to them in the market today. He has been in the financial industry ever since he left University in 2018.
He has since built his knowledge even further and can assist in any financial situations or financial planning that any client may require through a diverse set of platforms and products
Talk to Brendan for more information:
Gauteng
Dudley has a BComm (Honours) from the USA and is active in Life and short term Insurance business fields, investments – with 20 years of experience. He has been working at Oracle since its inception, August 2006. He is involved in most companies like Liberty, Discovery, etc.
Talk to Dudley for more information:
Gauteng
Waseem Amod is a Gauteng based Independent Financial planner. He adopts a personalized, holistic approach when providing financial advice to his clients as he believes that this is the best way to ensure his clients receive tailored financial solutions for both their present and future needs.
He provides a wide range of product offerings that cater to every life stage. These include, but are not limited to, medical aid, life insurance, employee benefits, wills, and estate planning, retirement planning, investment planning as well as Shari’ah complaint Insurance and investments.
To develop a customised financial plan that allows you full autonomy of your financial goals contact Waseem Amod on waseem@oraclebrokers.com or 082 896 2224
Gauteng
Geoffrey joined Oracle Broker services in 2019 after retiring from the Professional Provident Society (PPS) where he was a Broker Consultant for 13 years.
Oracle is a great organization to be part of.
He currently specialises in PPS risk products.
Talk to Geoffrey for more information:
Gauteng
Lushanta Naidoo is an Independent Financial advisor with Oracle Broker Services. She has been in the financial advisory industry for the last four years and has been the receiver of many achievement awards. Although Lushanta deals with all elements of Financial advisory, her passion lies within retirement planning and ensuring her clients have the comfort in knowing that they can retire comfortably and not need to worry about the future. Lushanta sees each client as an individual whose financial position matters and strives to create long-standing and trust bearing client relationships.
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Gauteng
Fahmida started at Liberty in 2008 at the age of 24, she was there for a year. Then she moved to Oracle in 2009.
Before that, she was an admin manager for a company that handled claims here in SA for the Norwich Union in the UK. She achieved her insurance qualification through UNISA.
She was a chairperson for Gauteng Women`s cricket for a year and also worked at WITS Rugby handling day matches and the varsity cup, as well as managing the WITS volleyball club for a few years.
Talk to Fahmida for more information:
Gauteng
Quinton is a Certified Financial Planner® since 2001 – one of only about 4000 Licenced Professional Planners in South Africa practicing under the FPi – Financial Planning Institute of South Africa.
He is an Ex-Officio Commissioner of Oaths and Executor of Wills and Estates.
Quinton is a Registered General Tax Practitioner – PR-0006239 (SARS Practice Number) and a member of SAIT (South African Institute of Tax Professionals) our professional institution.
Million Dollar Round Table – Where he has 23 Years Qualifying and Life Member, of which 6 Years are at “Court of the Table” Level and 3 Years at “Top of the Table” Levels of Qualification.
In 2010 he was accepted onto “The MDRT Honour Roll” as a Member.
Talk to Quinton for more information:
Gauteng
Velaphi started in the financial world as a business development manager in private banking.
He then attained a banking diploma from the Institute of Bankers and a BComm from UNISA specialising in financial management. In 2013 he followed his passion and joined the Insurance/Investment industry where he has established himself as a trusted advisor for both individual and corporate clients. Velaphi joined Oracle as an independent advisor in 2017.
Talk to Velaphi for more information:
Gauteng
Yusuf started at liberty in 2004 and was there till 2014. He then left for discovery till 2019, now working at Oracle Brokers. He specialises in lumpsum investment. RA, life and income plans. He`s been a silver broker and bronze broker for liberty.
Talk to Yusuf for more information:
Gauteng
Let Ray’s 29 Years in the Industry drive you to Financial Freedom.
Your financial future is his concern.
Talk to Ray for more information:
Born in Cape Town, Richard Joffe has been employed by Oracle Brokers since 01 December 2021 and in the Financial Industry for 10 years. Richard is qualified in NQF5 in wealth planning, CFP, RE5, Gap cover, Medical Aid, Onshore & offshore investments, Risk cover along with short term along with personal and commercial lines, estate planning, tax advise and wills. Accredited with several insurance companies. I specialize in RISK, INVEST & SHORT TERM, Richard understands the needs of clients, and recognizes that everyone’s economic and life situation is unique. Being a consistent financial planner with Oracle, Richard believes in personalized services which is essential when building relationships and tailor – making diversified portfolios with clients. Once your tailored financial plan is in place, Richard thrives to continue collaborating with you to review your achievements against your stated aims to ensure that you remain comfortable with your portfolio. I believe in “CRM Customer Relation Management with a strong admin assistance and a team of marketers to promote my business. Away from Finance, I lived abroad in the UK for a year, I’m a foodie who enjoys tennis since the age of 7 and currently have a memberships at Milnerton tennis club. I am an animal lover with two dogs.
Financial Consultant NQF Wealth
Talk to Richard for more information:
Investment specialist
Qualifications – Chartered Accountant (South Africa)
Location:
Gauteng