KLU Wealth - Event Speakers

More About Our Expert Speakers At The Event.

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Lesego is a certified member of the South African Financial Planning Institute (FPI). FPI is a recognised international professional body for financial planners, which requires the highest levels of competence, experience, and ethics.

She has in excess of 17 years of relevant experience in wealth management and is the co-founder of KLU Wealth & Legacy Planning (Pty). Her experience as a wealth manager allows her to provide expert advice to her clients’ investments, taxes, and retirement plans (both onshore and offshore). Lesego is a regular media expert speaking on wealth and financial planning matters.

3 Top Tax Saving Nuggets (Tax returns)

Zintle is a seasoned entrepreneur, qualified Chartered Accountant, and experienced tax practitioner with verifiable expertise that spans over a decade.

She has participated in a number of seminars and workshops, engaging entrepreneurs and individuals around tax implications associated with trade in various sectors, including property, as well as ESD beneficiaries that are operating in various sectors.

She is passionate about empowering individuals and small business owners around matters associated with proper tax planning and reporting, including maintaining the appropriate financial records.

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How high net-worth individuals are leveraging investment products to save on taxes (local and offshore)

Albert Coetzee is the Head of the Global Investment Platform at Ninety One.

He has over 25 years in industry experience. While at Ninety One, Albert has worked as a product and fund specialist, regional sales manager for various regions, and acted as Co-Head of Sales.

He began his career in 1999 as an assistant to the CEO and moved on to manage the team that was responsible for giving financial advice to high-net-worth clients. Albert is a qualified lawyer and holds a Bachelor of Commerce and Bachelor of Legislative Law degrees. He is a Certified Financial Planner.

Seats Are Limited

  • September 26, 2024
  • Promptly @9am - 11am (Registration starts from 08:30am)
  • Ninety One Offices, 155 West Street, Sandown, 2196
  • Dress Code: Smart-Casual

(Confirm your attendance and that of your guest by providing your details, if you have a guest with you please provide their details as well.)

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