Team

Wealth Manager John has been a Certified Financial Planner® since 2003 and has a renewed passion for holistic financial planning. Based in Scottburgh on the beautiful KZN Southcoast John enjoys running, swimming and cycling with clients. Married to Anya, John likes to lead by example, keep it simple and enjoy the Slow coast lifestyle.

Managing Director Wealth Manager Peter has over 25 years’ experience in the international financial planning and investment industry, including some 7 years with the subsidiary of an Isle of Man based group prior to arranging the buy-out of its South African operation in 1999. Peter is the Managing Director of API. Together with the API…

Director Wealth Manager Jesse is a director of API. He forms part of a team that manages a client base of high-net-worth investors who are based around the country. His qualifications include a Master’s Degree in Business Administration, a Bachelor’s Degree in Psychology, as well as an Advanced Certificate in Financial Planning. Jesse has a…

Wealth Manager Gary is a qualified Chartered Accountant and was previously the Financial Director of a well-established and successful company in Pinetown, Kwazulu-Natal. Gary has always had a passion for numbers and people and when the opportunity presented itself to join the API management team, he jumped at the opportunity. Gary is currently a Director…

Wealth Manager Alfred’s passion for holistic financial planning and wealth management is vastly evident to all, such is his enthusiasm for his vocation. Following a number of years in the financial services industry and having developed a passion for financial planning and the importance of it at a personal level, Alfred was invited to join…

Wealth Manager Doug has qualifications from Wits University in economics, accounting and business administration. He enjoyed a long career in marketing and advertising, during which he headed up two of the country’s larger advertising agencies. Doug’s natural passion for investments and financial planning inevitably drew him into the field of wealth management, and his appointment…

Wealth Manager Philip has been in the industry since 1997 and has acquired extensive experience under some of the bigger names in the business including Syfrets and BoE Private Clients. He has particular strengths in the fields of estate planning and wealth management and holds an Advanced Certificate in Financial Planning. Philip was invited to…

Wealth Manager Richard has spent most of his working career in the South African financial markets industry. After qualifying as a Chartered Accountant, where he audited several financial institutions, Richard joined the Bank of Lisbon and South Africa (now Mercantile Bank Limited) as their Chief Financial Officer (CFO). Five years later he moved to the…

Wealth Manager Tim has been involved in financial services for many years, having been employed by two of the country’s most respected asset managers – Allan Gray and RECM. His passion for the investment world and a desire to help people understand investments and achieve their financial goals lead him into the financial advisory profession.…