Specialist Wealth Manager

Mark Wentzel, CFP®

Mark provides holistic financial planning and wealth management to high-net-worth individuals, business owners, and professionals. He is passionate about his profession, and his purpose is to help clients create and protect their wealth, and, in doing so, ensure their peace of mind.

In order for Mark to differentiate himself, he truly strives to achieve the following important aspects of delivering a value proposition to his clients:

  • The key differentiator is to follow a comprehensive approach rather than a single need or policy sale.
  • Strong personal and trustworthy relationships with his clients will always be the foundation of all of Mark’s interactions.
  • Placing an emphasis on continuous professional development and always having a deep technical knowledge in all areas of advice, solutions, and products proposed for implementation.

The above methodology is in line with Mark’s areas of expertise and experience, allowing clients to know what to expect when meeting Mark. His planning and advice strategy also includes him being surrounded by a team of experts, assisting him in delivering a professional and independent solution to suit his clients’ financial needs.

Mark’s experience in the financial services profession started more than 20 years ago. He looks forward to continuing to deliver professional advice and quality service to his clients.

Education and Experience

  • Advanced Postgraduate Qualification in Financial Planning Law from the University of the Free State.
  • Certified Financial Planner (CFP®).
  • Professional member of the Financial Planning Institute (FPI) of Southern Africa.

What is a Certified Financial Planner® (CFP®) Professional?

The CFP® designation is internationally recognised as the benchmark for professional advice. Holders of this designation have met stringent qualification and competency requirements, and abide by unequivocal ethical standards. This means that not only will you have peace of mind regarding the technical accuracy of the advice, but also the integrity that underpins it.

Why work with a CFP® Professional?

There are many brokers/advisors/consultants in the financial services industry who purport to offer advice. Out of nearly 100 000 registered representatives licenced with the Financial Services Board, only around 4 600 of these are CFP® professionals. With the regulatory landscape of financial matters constantly shifting, and at a time of global financial turmoil, seeking out an expert to navigate you through these uncertain times is vital.