Meet Your Team
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Grant van Zyl
CERTIFIED FINANCIAL PLANNER® AND DIRECTOR
Grant is on a mission to change the perception of financial planning for all those who engage with him. He empowers them to take charge of their funds, instead of their funds being in control of them.He has been in the industry for over twenty-two years and is passionate about holistic financial planning and coaching each client on their journey to greatness.
Grant dreams that each client can reach their financial freedom and peace of mind, whilst unlocking their full potential.
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Francois van Wyngaardt
FINANCIAL ADVISOR AND DIRECTOR
With over a decade of experience in the industry, Francois remains dedicated to delivering exceptional financial guidance to his clients.Following a successful tenure as a top-performing Discovery affiliated advisor, Francois decided to join The Wealth Room in 2020.
This strategic move allowed him to Seek greater autonomy, to an independent space, where he continues to provide expert advice and personalised service to his clients.
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Phillipa Leadbetter
OPERATIONS MANAGER
Phillipa began her journey at The Wealth Room in August 2019 as The Client Liaison Manager whereby her performance and dedication earned her a promotion to Assistant Operations Manager in May 2023.Just a few months later, in October 2023, Phillipa seized the opportunity to step into the Operations Manager role.
With her strong passion for fostering team unity and innovation, Phillipa is committed to implementing effective systems and fresh ideas that propel the company forward.
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Rudi Bouwer
WEALTH PLANNER & GOLDEN KEY HONORARY MEMBER
Benefiting from wise mentorship, Rudi has built a successful career in financial services, positively impacting his clients’ lives.He delivers a transformative experience that not only improves their financial situation but also shifts their mindset. In today’s volatile economic landscape, Rudi recognizes the need for steadfast focus and expertise.
He is dedicated to enriching every aspect of his clients’ journey towards financial liberty, providing valuable guidance and support every step of the way
Your Journey, Our Passion
Dynamic and passionate about helping you achieve the lifestyle you want, your team of financial coaches are ready to embark on a journey to greatness with you.