Address303 The Hills Buchanan Square Sir Lowry Rd. Cape Town. Western Cape. 7700
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What you should know about Kanan Wealth
Kanan Wealth is an Authorised Financial Services Provider (fsp36443) built on the attributes of integrity, advice and service and offers a broad range.
We are fiercely independent and offer our client’s objective advice across a wide range of financial products. The 2 share a passion for uncomplicating the financial universe for clients, and keeping costs down whilst doing so. (Should you prefer, we can invoice you monthly for these fees and leave your investment untouched). Our advisors are experienced, well qualified and particularly analytical. We assist with the creation and management of an effective Wealth Plan. Above all we adopt a prudent and thoughtful approach when investing on behalf of our clients. We determine your risk profile and your ideal asset allocation and build a portfolio in line with this. Over time, it is asset allocation, and not market timing or stock selection, that most significantly determines the performance of your investment. The longer you remain invested, the lower your risk of loss. In addition to this, the powers of compounding result in exceptional wealth creation and are only realised with time. Be prepared to take profits when sentiment is overly optimistic. This serves to reduce risk and to increase the positive effects of compound interest. We obsess about keeping costs low and only invest on platforms that ensure this. Having started his Career at Liberty, Stuart went independent in 2007 and opened his own practice. Apart from ample industry experience, he brings a uniquely personal touch to client interactions and is particularly adept at behavioural issues and the psychology of investing. She comes with 10 years of Customer Service from working in the Retail and eCommerce sectors, finally merging her passion for people and Financial Planning. She has completed her Certificate in Financial Products as well as the Regulatory Exam for Representatives and is currently busy with her Certificate in Financial Planning at Milpark Business School. Lee-Ann is our JHB based representative, managing clients and growing the business there. She graduated from UCT in 2005 with a Bachelor of Business Science (Honours in Marketing), after which she took up a role at Investec. She later moved to London in order to further her experience within the UK banking sphere. Lee-Ann is currently working towards her Certificate in Financial Planning. Michelle joined the team in March 2012 and brings a wealth of client service experience, having worked in customer service at the Dialogue Group and then Johnson & Johnson for a combined total of 9 years. Michelle is our client relations manager and you will hear from her during the year as we endeavour to exceed your expectations as clients and keep you in the know. With no prior industry experience, Tasneem has become an indispensable part of the team and is our Office Manager extraordinaire. Prior to joining Kanan Wealth, she worked in an administrative role at Bidvest Bank. She has a keen eye for detail and a passion for service excellence.