Warwick Wealth regional reviews

WESTERN CAPE

The Western Cape team entered 2025 with strong intent, delivering solid Q2 results and laying the foundation for the remaining months ahead. With professional partnerships and exceptional team performance, the region is well on track for continued growth.

A major highlight of the quarter was the activation of Frank Gardiner Brokers CC, led by Birgitt Skopelitis, a seasoned Certified Financial Planner with over 30 years of experience. Based in Hermanus, the firm brings R341 million in AUM, bolstering our regional presence.

Special thanks to the Warwick Liaison Teams—Team Milford (WC) and Team Wood (GT)—for their excellent coordination and ongoing support throughout the process.

Q2 Performance Snapshot

R108 million in net AUM achieved in Q2
Continued growth driven by focused planning and strong client engagement
Upcoming Q3 expansion with the launch of Leon Van Huyssteen Advisory, supported by Team Beunink

Lifestyle Events Strengthening Client Engagement

Lifestyle and networking events remain key to our client connection strategy. Highlights from Q2 included:

Constantia Bowling Club: Midweek Classic and Easter Tournaments
Warwick/Finanz Monthly Golf Series in Hermanus with Barry & Louis van Vuren
Steenberg/Warwick Wednesdays monthly golf days

These events continue to deepen relationships in a relaxed, social environment—strengthening our local network and brand presence.

Celebrations & Personal Milestones

On a personal note, Paisley McDermott went on maternity leave at the start of June and welcomed her beautiful daughter, Harley Rae, at 02H30 on 24th June. Both mom and baby are doing wonderfully, and we can’t wait to meet the newest addition to the Warwick family. Paisley, we wish you and your little family all the very best!

Special Birthday Celebrations:

Gareth Milford celebrated his milestone 40th on 20th April
Janke Beunink marked his birthday on 17th May
Charlotte Ellis-Brown celebrated on 6th June

Wishing each of you a joyful year ahead, filled with success and happiness!

Looking Ahead

With the ongoing team expansion, and strong collaboration across both Specialist and Advisory Partner teams, the Western Cape is positioned for sustained success through the rest of 2025. Our focus remains on service excellence, client relationship-building, and maintaining the momentum already achieved.

GAUTENG

Welcome to the Q2 edition of The Vibe Check - Your go-to roundup of wins and wow moments across our region!

From smashing goals to hosting unforgettable events, we’ve been busy sprinkling a little fun into our everyday hustle. Whether you’re front and centre or cheering from the sidelines, this newsletter celebrates the Gauteng Region and the incredible energy we bring to everything we do.

📈Quarterly Triumph: R162 Million Net AUM Secured!

We’re thrilled to announce an outstanding financial achievement: a net AUM of R162 million secured in the last quarter. This result is more than just a number—it’s a testament to what we accomplish together. Thank you to every team member for your commitment and drive.

🤝 Professional Network Merger & Advisory Developments

Exciting news! This quarter marked the start of Merger Partner Wim Coetzer, alongside the kick-off of Advisory Office Partners Amanda Oosthuizen, Gavin Henry and Judith Heyns. Together, we’re looking to transition a collective AUM of R950 million from these new partnerships. The momentum is real.

🌟 Staff Highlights – The Stars Behind the Scenes

🥘 Paddle & Social Club – Potjie, Party & Pure Vibes

We turned up the heat with a spirited outing to the Paddle & Social Club, where competition met celebration. From drinks and dancing to dress-up and a potjie showdown, the energy was electric and the laughter contagious.

🏃‍♀️ Comrades Champion

Izelle Marais conquered the legendary Comrades Marathon like a true warrior.
Running one of the toughest ultra-marathons in the world is no small feat—Izelle showed us what grit, heart, and determination really look like.

💍 Ignette & Zander – A Love Story in Bela-Bela

On 19 April, our very own Netta (Ignette) tied the knot with her love, Zander, in the scenic charm of Bela-Bela. We send all our love and best wishes to the newlyweds as they begin this beautiful new chapter together.

🐾 Ryan Israelstam – A Hero for the Happy Yappers

This winter, Ryan Israelstam warmed more than just hearts, he made a huge impact on our Mandela Day initiative by going above and beyond for the Happy Yappers Society, making Warwick one of their top sponsors. Thanks to the team’s generosity, countless doggies were kept snug and safe with cozy blankets and dog jerseys.

🥂 National Women’s Day – Spa Vibes & Sweet Sips

Thanks to the amazing team at Momentum Wealth, we were treated like royalty this National Women’s Day with a luxurious corporate spa day. From stress-melting shoulder massages to cotton candy pink champagne, it was pure bliss from start to finish. What a treat.

🎂 Birthday Shoutouts – Better Late Than Never

Though the candles may have long been blown out, we didn’t want to miss the chance to celebrate some very special people:

Zanne Clark – 10 April
Michelle Pretorius – 14 April
Ignette King – 2 May
Pieter Crous – 13 May
Ryan Gartner – 14 May
Ryan Israelstam – 1 June
Sumari Smith – 8 June

We hope each of you had a fantastic celebration and that the year ahead brings you joy, success, and plenty of reasons to smile. Special thanks to our social committee—Izelle, Michelle, and Ignette—for making birthdays memorable with laughter and delicious cake.

🔮 Looking ahead – exciting changes on the horizon

The first half of the year was a strong start, and we’re excited to build on that success with new partnerships and fresh energy.

We’re thrilled to welcome Anrico Blignaut, joining us as a Wealth Specialist on 1 September. His expertise and enthusiasm will be a fantastic addition to the team.

Also, a big congratulations to Team Israelstam, who will be welcoming new merger partner Yetta Brook in Q3—a well-deserved reward for their hard work and dedication. We’re excited to see their continued growth.

💼 Thank You, Team Gauteng

To every member of the Warwick Wealth Gauteng team—thank you for your incredible dedication and hard work. Together, we don’t just reach our goals—we exceed them.

"Great things in business are never done by one person. They're done by a team of people."
— Steve Jobs

KWAZULU-NATAL

Q2 2025: Resilience in Motion

As we close out the second quarter of 2025, it’s important to reflect not only on our performance but also on the resilience that shaped our efforts. It was a collective push to stimulate new business and strengthen our pipeline for the second half of the year. Despite the challenges, our FUM showed notable growth. We closed Q2 2025 at R65,463,223 - reflecting a 20% increase year-on-year.

Staff Movements & Promotions

This quarter also brought exciting changes within our team structure:

Kirsty Woolmore has joined Team McMurtrie as the new CRO, and has already settled in well, contributing positively to team dynamics and client engagement.
Janelle, our former RAM, transitioned to Johannesburg - an exciting move that opens new opportunities for growth and collaboration.
Noxolo Xulu has stepped into the role of RAM.
Verusha has been appointed as our Assistant RAM.
Barish joins Julian’s team as the new CRO.

Lifestyle & Culture

Despite the gloomy weather, our Lifestyle Network event at Munster Bowling Club saw a day of friendly competition and fun. It was a great reminder of the camaraderie and spirit that define our culture- rain or shine, we show up and play.

Celebrating Our People

Happy birthday to our amazing team members:

4 July – Noxolo Shezi

13 July – Nae

9 August – Barish

13 August – Kirsty

Looking Ahead

Growth is not always linear, and Q2 reminded us that progress often comes through persistence. With the groundwork laid, we look forward to a more dynamic and results-driven Q3. Let’s continue to move forward with purpose.

: Welcome our new KZN Merger Partner, Elise van der Waal, with Regional Manager Conrad Clifford

EASTERN CAPE AND GARDEN ROUTE

It is not how you start – it is how you finish! That how production for the second quarter could be summed up. After a sluggish April, the teams in the region submitted an impressive R 152, 398,384 of gross business by the end of June. A large portion was contributed by the Garden Route, having now successfully completed the JD van Renen Merger. The Edward Dalton Advisory in Oudtshoorn also kicked off in earnest producing valuable business throughout the quarter.

These numbers truly underline the fact that the Professional Network is the lifeblood of our business. A massive thanks to Marc, Deon, Connor, Craig and Michael for all their efforts in signing the deals, assisting with the onboarding of the professional partners and assisting in a very smooth transition for these partners. Team Langenberg must be commended on the professional way they handled the Van Renen Merger, while Margaret, Marissa, Eurika and Frezel were instrumental in getting the Dalton Advisory deal going at the right pace and ironing out any initial administrative problems. Thank you ladies, you are very much appreciated!

The John Dalton Advisory was also signed but has been moved to a starting date in early 2026. Meanwhile the M&A team is working tirelessly to bring more professional partners on board, and several promising M&A meetings have been had.

The Lifestyle Network events also got into full swing with several events sponsored. These include:

Summerwood Bowling Club’s Warwick Classic
The First Sunridge Scout Group’s music bingo evening

We also sponsored two events that continued throughout the quarter, namely the Western Suburbs Bowling Club Mixed Pairs competition and the Woods Ladies Pairs competition.

Our staff remained unchanged during the quarter, an important factor that adds to the cohesion and overall team dynamics within the region.

Florence Mphathiswa	12 April
Karla Mels	17 April
Rudi Oosthuizen	27 April
Toni Janse van Rensburg	3 May
Craig Holmes	17 May
Mariza Langeberg	19 June

Going into the next quarter, the region will continue their effort to not just bring AUM on board, but also to fill the AUM bank, contributing a larger percentage of nett AUM to the greater Warwick business all while focusing on bringing more professional partnerships on board.

In closing I wish to thank each and every one of my staff for their continued efforts in making the Eastern Cape and Garden Routs region successful.

“Small disciplines repeated with consistency everyday lead to great achievements gained slowly over time” – John C. Maxwell

FREE STATE

Business highlights

The Free State Team ended Q2 with enormous success and through hard work, surpassed expectations and achieved the best quarter for the Free State to date, achieving R 198.5 million in net AUM!

Professional network developments

A highlight for this quarter was the launch and activation of Advisory Partner Christiaan Bekker, from Karoo Financial Advisors (Pty). Together with his assistant Wilma Snyman, they also achieved their first Transition Assistance Target. They bring a wealth of knowledge and ensure that clients receive top-tier advice and service excellence in Beaufort West and the Karoo area. Well done to them for their hard work and excellent service provided.

It is with deep sadness that we share the news of the passing of our Merger Partner Bert van de Venter, who passed away. He joined the Warwick Free State Team in May 2023 and was a regular visitor at our offices. We will always remember Bert for his sense of humour, love, and care to those around him. He did not just leave a legacy; he left a legacy in each of our lives. Our thoughts are with his family and loved ones during this challenging time.

(AP) Christiaan Bekker and his assistant, Wilma Snyman

Lifestyle networking

In the Lifestyle Network space, we demonstrate a strong bond with the community, and Warwick proudly sponsors monthly events and the marketing of the Bloemfontein Golf Club. These events deliver great networking opportunities, friendly competition, and connection with partners and clients.

Beyond that, Advisory Partner, Hendrik Kotze, together with Chris van Staden from Old Mutual International hosted an event for the young farmers in the Sandleem Study group and Free State Cooperative in the Eastern Free State. Two lucky winners received Warwick wine in the lucky draw.

New staff appointments

The Free State team expanded in Q2 with the appointment of Mia Barnard, as Client Relationship Specialist to Wiann van Zyl and Dané Snyman, as Client Relationship Officer to Petrus Coetzer.

New staff members - Mia Barnard & Dane Snyman in a social setting

Training and Qualifications

We are proud to announce that Mia Barnard, achieved her Certified Financial Planner (CFP) qualification. Well done to Mia, you will go from strength to strength.

The Free State team – Staff, Merger, and Advisory Partners had the privilege to spend the last day of June with renowned Sales Influencer and Master Sales Trainer, Andy Preston. Andy expressed the importance of customer experience and standout moments with clients and prospective partners. He discussed his ethics triangle and guided us through emotional buying intensity and the effect of this on our setup. Each individual team also had a private session with Andy, and he assisted them with specific questions they had or situations they experienced. His sessions were refreshing, direct and outright enjoyed.

Celebrations and achievements

A shout out to all our team members who celebrated their birthdays in Q2. Wishing you continued success in all your endeavours: