Personal profiles

Marlene Harper

Marlene Harper

Marlene has over 25 years' experience in the Employee benefits industry in administration and consulting roles.

She is passionate about imparting knowledge and skills that drive individuals towards their personal goals in their journey to leading a purposeful life.

Veronica Banks

Veronica Banks

Veronica has 20 years' experience in the financial services sector and has a wealth of experience in key leadership positions in Private Banking, Health and Insurance Industries, Human Resources and the NGO sector.

She is a registered Counsellor with 10 years’ experience in this field. She facilitates counselling/guidance to corporate companies, training centres, institutes, individuals and the community at large

Therese Du Plooy

Therese Du Plooy

Therese has a degree in Social Work and 24 years' experience in counselling and training. She has also been involved in the fitness industry for many years and believes in total health in every area of a person's life, physical, emotional, mental and spiritual.

Clive Harper

Clive Harper

Clive is a Certified Financial Planner and has over 36 years' experience in the financial services industry, working for a variety of South Africa’s leading life insurers, operating in a senior management capacity.

His personal mission is to assist people to understand the wealth creation process, by first settling debt and then investing wisely. His investment philosophy includes maximizing his clients' growth potential by minimizing costs.

Clive strongly believes that everyone has the potential to succeed in their search for true wealth and happiness, and everyone can be successful in their pursuit of financial freedom.

Allen Hargreaves

Allen Hargreaves

Allen has over 25 years' experience in Financial Planning and over 16 years' experience as a Financial Coach/Counsellor. Allen firmly believes that over 90% of all stress is "Financial Stress" which impacts negatively on our productivity, health and general wellbeing.

His mission statement is "To provide principal centred financial planning solutions and advice to people with financial planning problems."

Financial freedom within your reach