JACOB STOLP LOUW

Profession: Independent Financial Planner

Advice is given to clients with regards to:

• Retirement from Government and Private Pension Funds and/or from Provident Funds and/or Retirement Annuities.
• The investment of capital due to the sale of a business, a farm, property and/or inheritance.
• Analysis of existing investment and insurance portfolios
• Specializing in investment, income tax and testamentary and estate planning.

Experience: 11 years

Tertiary Qualifications:

• LLB (Stellenbosch) 2008
• Post graduate diploma- Certified Financial Planner 2011
• Regulatory exam for key individuals
• Certificate for 1^st level regulatory exam as representative

General activities: Experienced swimmer

PETER-JOHN SMITSDORFF

Profession: Independent Financial Planner

Advice is given to clients with regards to:

• Retirement from Government and Private Pension Funds and/or from Provident Funds and/or Retirement Annuities.
• The investment of capital due to the sale of a business, a farm, property and/or inheritance.
• Analysis of existing investment and insurance portfolios
• Specializing in investment, income tax and testamentary and estate planning.

Experience: 35 years

Tertiary Qualifications:

• Two 3 years, Diplomas with the Institute of Administration and Commas of South Africa
• Institution of life insurance companies in South Africa- Member number 23001517 (corporate body underwrites the Fecal code of the industry)
• Acknowledged by the Financial service board on 26 October 2004 reference number 11108 (trading as PNL Smitsdorff Family Trust)
• Credited as AFP (Associate Financial Planner) by the financial plannings institute- member number 200200989

Born: Ceres

General activities: Experienced athlete: completed 21 Comrades Marathons, 22 Two Oceans Marathons and 2 Washie Marathons

Experienced mountain bike rider: Have completed 10 Argus races