We take financial planning personally.
At Vickers & Peters Financial Planning, we pride ourselves on offering you advice and services that take your financial goals as seriously as you do. We believe the better we get to know you, the better we understand your unique financial needs and requirements. That’s why we offer a highly personalised service, working closely with you to ensure our offering is fully aligned with your expectations. Because seeing our clients enjoy the futures they’ve always envisioned, is what drives us.
A trusted partner with a unique speciality.
While we always live up to our promise of offering highly personalised, tailor-made service, we are a sizeable participant in the financial planning market. We manage over R6 billion in assets and our clients include many of the country’s leading blue chip companies and private investors. We believe one of the things that makes our offering so unique and valued by our clients, is the fact that we have seamlessly integrated asset management into our financial planning process. Ampersand Asset Management, our in-house investment team, focus their expertise on finding you the best investment opportunities.
Forward-thinking financial planning backed by experience.
As independent financial advisors, we have contracts with all of the leading financial services administrators and providers in South Africa. Whether it’s planning for retirement, providing financial advice to companies and their employees, asset management or fiduciary services – Our offering is cutting-edge, forward-thinking and backed by years of experience. The Vickers & Peters team comprises top specialists in their respective fields who, combined, have over 40 years’ financial planning experience with extensive, successful backgrounds in the industry. In fact, many of them may already be familiar to you.
Vickers & Peters Financial Planning (Pty) Ltd is a Licensed Financial Services Provider (No. 28003).
Matthew HallasFinancial Planner
Graeme HoltFinancial Planner
Marinda CombrinkHead of Allocations
Jacqui NolanHead of Administration
Guy PetersRetirement Fund Servicing Consultant
Dirk CoetzeeHead of Employee Benefits
Tselane MafatleRetirement Fund Servicing Consultant
Tracy Van Der MerweClient Servicing Consultant
Zaan-Mari MaraisClient Servicing Consultant
Yolandi PeroldClient Servicing Consultant
Leandi SmitEmployee Benefits Consultant
Rainier JoubertFinancial Planner
Harriet CoetzerEmployee Benefits Administration Manager
Marcel ViljoenHealth Care Consultant
Tinks HichertPersonal Assistant
Nosizi ChinzaraGeneral Worker
Philosophies are often seen as intangible concepts that exist in the world of ideas. But at Vickers & Peters we have a clearly defined philosophy on which we base the way we do business every day. For us, it’s a measure of whether our services are living up to the level of excellence our clients expect from us, while it keeps us focused and consistent in what we do. Our philosophy is defined as:
- Prudence - We work with foresight & vision.
- Proactive - We show imagination & technique.
- Partnership - We pride ourselves on our knowledge & commitment.