Rozanne serves as a liaison between clients and the practice, offering essential support and guidance. Her responsibilities include understanding client needs, managing client relationships, and handling administrative duties to ensure smooth service delivery for clients.

Phenyo's responsibilities include managing schedules, coordinating meetings, and handling correspondence for clients and financial planners. As the primary point of contact, Phenyo assists clients with their inquiries, providing support with the highest level of professionalism and efficiency

Weston serves as a client services consultant, supporting both the practice and clients by handling administrative inquiries and ensuring that clients receive professional, effective service at every step.

Cherise manages client relationships and handles client inquiry processing, often serving as the friendly voice clients hear when they reach out to the practice. With specialist knowledge in wills and estates, she oversees amendments, claims, and all estate administration processes, ensuring clients receive expert guidance and support.

Antoinette has been with Old Mutual for over 33 years, bringing a wealth of experience to her role. She assists in managing the practice’s support staff and oversees the processing of Integrated Financial Planning for Deon Schoeman, ensuring smooth operations and high-quality service.

Carol is responsible for the administration and client relationships of employee benefit accounts. She manages fund oversight, conducts account reviews, and handles query processing to ensure efficient and responsive service.