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HOUSTON-BROWN & JACKSON (PTY) LTD T/A Wealth Craft

Direction in World of Financial Planning

MEET THE TEAM
Our team consists of qualified and experienced financial planners who are here to protect you and your assets. Let us introduce them briefly:

ANDRÉ OLIVIER

DIRECTOR
CERTIFIED FINANCIAL PLANNER®

With an Advanced Post Graduate Diploma in Financial Planning (Risk Management and Investment Portfolio Construction) from the University of the Free State and 19 years experience, André is a CERTIFIED FINANCIAL PLANNER® professional. He is also a Registered Tax Practitioner.

CHERAÈ OLIVIER

DIRECTOR
CERTIFIED FINANCIAL PLANNER®

With a Post Graduate Diploma in Financial Planning, higher Certificate in Short Term Insurance and 9 years of experience, Cherae possesses a wealth of knowledge in financial planning, risk management and related services.

GARY JACKSON

CERTIFIED FINANCIAL PLANNER®

Gary holds a Post Graduate Diploma in Financial Planning. Gary was sadly occupationally disabled and declared such in January 2022. He remains involved in the business sharing his expertise and knowledge with the directors of the company.

ROBERT LIGHTFOOT

FINANCIAL ADVISOR

As a financial advisor with 17 years of experience, Robert’s training and experience has equipped him to offer sound financial planning advice to both corporates and individuals.

ANDRÉ OLIVIER

DIRECTOR
CERTIFIED FINANCIAL PLANNER®

Financial Planning is essential in avoiding life’s potholes and achieving one’s financial goals, from education to short-term investment goals and ultimately to retirement. Ethical and professional advice and guidance is crucial. To ensure he always provides an ethical service in giving advice and managing investments, André subjects himself to rigorous Compliance monitoring internally in Houston-Brown and Jackson (PTY) LTD T/A Wealth Craft and externally through Masthead, and is fully compliant with all regulatory requirements.

In order to ensure that his service is professional and of the highest standard, André has continually improved on his training and expertise by furthering his studies, thus ensuring he is able to provide the best possible financial advice, planning and service. He has been serving clients as a Financial Planner since 2005. He obtained a Post Graduate Diploma in Financial Planning from the University of the Free State and was admitted as a CERTIFIED FINANCIAL PLANNER ® in 2010. In 2014 he continued studying and completed an Advanced Post Graduate Diploma in Financial Planning in 2014 (graduating in 2015), majoring in Investment Portfolio Construction and Risk Management.

He is therefore well equipped and skilled to assist clients in making important financial decisions and plan for each important milestone in his clients’ lives, and constructing investment portfolios to ensure investment objectives are met.

André is also a registered Tax Specialist with SAIT. He is thus able to assist with tax advice, guidance and in preforming a range of tax services including compiling and submitting tax returns, VAT returns and PAYE returns for provisional tax payers, regular tax payers and small businesses.

He is passionate about service and has surrounded himself by a highly competent and passionate team. Together they ensure clients are afforded fair treatment, exceptional planning, mentoring and guidance in the financial planning process, meticulous administration and assistance in services required. They pride themselves in being a team providing ethical, professional and exceptional Financial Planning, Tax Advice and Service.

CHERAÈ OLIVIER

DIRECTOR
CERTIFIED FINANCIAL PLANNER®

 

With a Post Graduate Diploma in Financial Planning, higher Certificate in Short Term Insurance and 9 years of experience, Cherae possesses a wealth of knowledge in financial planning, risk management and related services.

Cherae started in a entry level position in Houston-Brown & Jackson and has worked her way up to being an authorised representative. She truly understands the processes involved from Financial Planning to the mechanics behind administration and processing.

To ensure her service is professional and at the highest standard, Cherae has continually improved on her training and experience. Cherae has a passion for people and is dedicated to assisting clients not only obtain their goals but also financial freedom. She is well equipped to assist clients in making important financial decisions and plans for each important milestone in her client’s lives.

She is passionate about service and ensures clients are afforded fair treatment, exceptional planning, mentoring and guidance in the financial planning process, meticulous administration and assistance in services required.

GARY JACKSON

CERTIFIED FINANCIAL PLANNER®

Gary holds a Post Graduate Diploma in Financial Planning. Gary was sadly occupationally disabled and declared such in January 2022. He remains involved in the business sharing his expertise and knowledge with the directors of the company.

He is still hands-on involved in the care of his clients by making his prior planning and insights into his clients’ circumstances available on a case by case basis, as Andre and Cherae now advise and tend to his clients. This ensures his clients still receive the best possible care.

ROBERT LIGHTFOOT

FINANCIAL ADVISOR

As a financial advisor with 17 years of experience within the financial services sector, Robert is registered as a representative at Houston-Brown and Jackson (Pty) Ltd T/A Wealth Craft and certified with the medical schemes council of South Africa. His training and experience has equipped him to offer sound financial planning advice to both corporates and individuals.

“More than just the sum of my experience, I always strive to build a relationship with my clients that allows me to better implement the six steps of financial planning, as outlined by the Financial Planning Institute. This is a holistic and ongoing process, which assists in designing a financial strategy for my clients that can help them realise long-term financial security, and provide them with the freedom to achieve their dreams and life goals.

Financial decisions can be complicated, but I aim to make financial wisdom accessible to all my clients, regardless of age or experience by presenting the facts in layman’s terms. I can assist with short term and long term financial goals, in fact, many of my clients are medical doctors who have been with me since they were interns and are now successful specialists in their field. Some of my corporate business relationships have spanned 19 years, proving that customer satisfaction and sustainability really do go hand in hand.
My business ethos is simple. Be trustworthy in order to build trust.

“The ability to establish, grow, extend, and restore trust is the key professional and personal competency of our time.” – Stephen Covey