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Jurie Gouwsventer
MA (Clin. Psych.), MBA, CFP®
Jurie started his career as a clinical psychologist in 1986. He then moved to Old Mutual, initially as a personnel consultant. While there, he enrolled for an MBA at the University of Stellenbosch Graduate School of Business and joined Old Mutual’s investment division. He left the company at the end of 1993 as a senior investment fund manager to start his own financial planning firm.
In 2001 he enrolled for the postgraduate diploma in financial planning through the University of the Free State. Upon completion, he qualified as a Certified Financial Planner® (CFP®). In the same year he joined the Financial Planning Institute (FPI), the gatekeeper and mouthpiece of the financial planning profession in Southern Africa. The following year Jurie completed the advanced postgraduate diploma in financial planning with investments as his area of specialisation. He was adjudged national top student in the subject “Principles of Portfolio Planning and Management” that year.
In 2004 he and three colleagues founded Finsolnet, a voluntary association of independent financial planners that has to date pooled collective client funds exceeding R 6 billion.
Jurie’s training as a clinical psychologist combined with his extensive experience in the field of personal finance, enables him to offer his unique blend of personal financial coaching.
In his spare time, Jurie tries his hand at playing the cello. Fortunately, he has a collection of classical music CD’s to fall back on every time he fails to master the glorious music of the great composers!
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Juanita Lambrechts
Certificate in Financial Planning
Juanita matriculated from Goudrand High School in Pretoria in 1988. She then joined Absa where she furthered her career in the financial services industry, gaining valuable experience across a number of disciplines inside the bank.
In 2012 she obtained her Certificate in Financial Planning which enabled her to embark on a career in financial planning. She initially worked as a consultant to other planners but soon took the next step in becoming a financial planner in her own right.
Juanita joined Mindfulmoney in the capacity as Assistant Financial Planner and she brings with her a wealth of experience and product knowledge. She has a passion for people which is evident from the warm and mature way in which she relates to them.
In her spare time Juanita enjoys running and she has recently taken to running marathons with Comrades being her ultimate objective.
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Willem J Smit
BEng, MBA, CFP®
Willem graduated from the University of Stellenbosch in 1996 with a degree in Industrial Engineering. Shortly thereafter he travelled to the United States where he obtained an MBA from the South-Eastern Louisiana University.
While in the USA, Willem worked for a fledgling IT company in California in the heady days leading up to the dotcom bubble in the early 2000’s. He later joined a Californian health insurer where he managed group programs for employers such as Lockheed Martin and Google. All in all, Willem draws on international experience in consulting and advisory services that spans a period of more than 10 years.
As is fitting for an engineer, Willem takes an analytical approach to personal financial planning, but ultimately appreciates the importance of understanding each individual’s unique circumstances and needs.
Whenever possible, he spends his time outdoors and enjoys camping and cycling.
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ASSOCIATE
Willie du Plessis
M Econ (Ind, Psych.), CFP®
Willie completed his Master’s degree in Industrial Psychology at the University of Stellenbosch in 1987 and joined Old Mutual the following year. Since then he has worked in the financial services industry in a number of different capacities. Being a people’s person, Willie’s primary passion has always been in the arena of personal financial planning with a specific interest in investment advice.
In 2007 he enrolled for the postgraduate diploma in financial planning through the University of the Free State and qualified as a Certified Financial Planner® (CFP®).
More recently Willie held positions as Financial Planning Associate at BDO Wealth Advisers (Pty) Ltd and as Managing Director at Grant Thornton Financial Planning (Pty) Ltd.
Willie has a passion for golf and believes that one day, quite some time into the future, he shall become a professional golfer!