WESTERN CAPE
Q4: Reflecting on a successful year and looking ahead
Q4 is the time to reflect on all we’ve accomplished over the year. Thanks to our dedicated team, partners, and incredible Administration Department, we were able to finish strong, clearing a net total of R192,245,002.
With the new year ahead of us, we are confident that our talented team will help us reach even greater goals. In Q4, we also welcomed two new Advisory Partners, Dawie Rossouw, Antoinette Till, Marco van Zyl and Antoni van Zyl. All have extensive. All have extensive experience in the financial sector, making them excellent additions to the Warwick team!
Looking forward, we’re excited to launch two new Advisory Offices in Q1 2025, which will have a combined book value of R680 million.
In Q4 Warwick also sponsored a number of events, giving us the chance to connect with clients and strengthen relationships. We were proud to support the Constantia Bowls Club opening day on October 19th and the final Steenberg Golf Club event of the year on October 23rd. On November 16th, Warwick took part in the Sunningdale Bowls Club Tournament. These events were fantastic opportunities for networking and building new connections.
We also celebrated some special milestones within the team. In October, Connor Kilbride, Deon Loots, and Jill Seale all had birthdays, followed by Jake Pienaar in November and Michael Feinberg, who marked his 40th birthday. Christoff Erasmus also celebrated his birthday in November, and Shaun Smith closed out the year with his birthday in December.
A very special congratulations goes to Regional Manager, Michael Feinberg, who not only celebrated his milestone birthday, but also got down on one knee and proposed to his long-time love, Samantha. Congratulations to both on this wonderful new chapter in their lives!
Finally, we say a massive thank you to all for their contributions to making 2024 so successful! We are excited about the endless possibilities and opportunities the new year will bring. Here's to more success and growth in the months ahead!
“There is a tide in the affairs of men. Which, taken at the flood, leads on to fortune”
GAUTENG
2024: IT’S A WRAP!
Quarterly Business Highlights The teams truly excelled in closing out the year, finalising all the merger agreements we have been working on. Our Advisory offices have successfully processed 65 new client deals, each showcasing the dedication and expertise we deliver.
Impressive Net Business Signed. The Gauteng region delivered remarkable results in Q4, with a NETT total of R 346,726,769 in business signed. Indeed the teams’ efforts have truly paid off.
Professional Network Merger and Advisory Developments
- Mark Cloete and his team have made significant strides, successfully transitioning over 74% of their Assets Under Management into our funds.
- Adam Stander, alongside Jaco Thom, is all set for the 2025 kick-off, having already signed his first deals for his Advisory office in Pretoria.
- Antoinette Till, with a strong client base in Gauteng, is now supported by Natalie Wood and her team, who have been allocated as her in-house Warwick Liaison team, ensuring exceptional service and seamless collaboration.
Lifestyle Network Initiatives
- Mark Cloete and the Advisory office represented Warwick Wealth at the Shine Charity Golf Day on 3rd October 2024 at ERPM. The event raised valuable funds, and in the spirit of giving, Warwick Wealth proudly sponsored a hole. The day was a great success, exemplifying our commitment to community and charitable causes.
New Staff Appointments: The Gauteng region and Johannesburg office have now achieved a full staff complement. The region is well-equipped with three dedicated Administration staff, six Wealth teams, each supported by a qualified Wealth Planner, as well as experienced admin and support staff. The Warwick Wealth model is carefully designed to empower teams, enabling them to not only generate new business, but also enhance our mission of providing excellent client service and satisfaction.
Training & Skills Development
- Mathew Pellatt, our Senior Wealth Specialist, is leading national training initiatives, ensuring all Warwick staff are equipped to offer an elite client experience. The positive feedback received from other regions highlights the insightful, professional approach Mathew brings to his colleagues.
- Sinéad Farrell has passed her CFP board exam – a huge accomplishment, and a testament to her hard work and dedication!
- Izelle Marais has successfully passed her exams and is diligently working through her next set of modules.
Celebrations and Milestones
- Deon Myburgh took home the coveted "Festivity Celebration" category award for 2024, a fitting recognition of his contributions. He also celebrated his birthday in November, marking yet another annual highlight.
- Kolonaki continues to be our region's favourite spot to celebrate achievements, offering the perfect setting to recognise and thank individuals who have made a lasting impact in our close-knit team.
Motivational Quote for Year-End and Looking Ahead: “Success is the sum of small efforts, repeated day in and day out.” – Robert Collier
As we reflect on the achievements of 2024, let's take pride in the collective effort that has made this year so successful. Looking ahead to 2025, let’s continue to push boundaries, innovate, and work together to create even greater success!
Thank you for your dedication, and let’s make next year even more remarkable.
KWAZULU-NATAL
As we wrap up a highly successful fourth quarter for 2024, we’re excited to take a moment to share an overview of our team’s incredible achievements, standout highlights, and key business developments across our region. The progress we've made is nothing short of thrilling!
Aligning partnerships and vision
A key win this quarter was the formation of an exciting partnership with Gabriel Holl and his dedicated team at Hollfin. We take this opportunity to celebrate every win in our growth trajectory and are pleased to expand our reach to now six advisory offices.
With the activation of Merger Partner, Jane Engelbrecht, Advisory Partner, Rowe Hooper and a robust pipeline of R660m to capitalise on for the upcoming quarter, we have established a solid foundation of business that will set the tone for a successful 2025.
Additionally, Q4 saw Jane Engelbrecht achieving her 25% transition assistance level. Congratulations to the teams in getting Jane this far! You’ve all worked incredibly hard and it’s so exciting to see your efforts pay off.
New staff appointments
Jared Williams joined team Clifford as CRS at the start of December where the to-do list was crazy! He must have enjoyed the ride because he’s still with us. Welcome to the team Jared, we’re so pleased to have you.
Personal goals and achievements
It's all about making progress and having a good time along the way. The team have each provided their personal, business and educational goals for the year. Thankfully, we have our committed RM to help keep us staying focused, staying flexible, and just doing our best.
Off to a great start, is our busy bee Noxolo Shezi on getting her learner’s licence . Wishing you all the best as you start this new journey—here’s to many smooth drives ahead!
The office year-end lunch is always a thrilling event where the air is filled with laughter
There was an undeniable energy in the room as everyone finally got to relax at our year-end luncheon. With raised spirits to the clinking of glasses around a beautifully decorated table, we shared not only good food but also memories, inside jokes, and plans for the year ahead.
Outlook for the next quarter
In conclusion, quarter four was marked by resilience and notable progress. The RM and DMA teams have been actively collaborating with several promising prospects in the professional network space, further building on the momentum gained in H1 2024.
The upcoming quarter is shaping up to be equally exciting, and we’re eager to share more positive updates from our dynamic team.
EASTERN CAPE AND GARDEN ROUTE
“It’s not how you start, but how you finish!” – this was very much applicable to our region in 2024. After a not so stellar start to the year, the teams finished strongly to end off Q4 with a figure of R43,663,340 in submitted business. Terminations were also kept to a minimum to finish the year much better than we started it. A massive thanks goes to our Knysna team for their concerted effort to place much needed international business in the final quarter.
Much progress was made to secure a Professional Network deal in the last quarter. The M&A division worked tirelessly on several prospects in the last three months of the year, but time ran out unfortunately. I am convinced, however, that we will be signing at least three deals in the first few weeks of 2025.
The Port Elizabeth branch had some major reshuffling throughout 2024, but are now settled and focussed for a great start to 2025. We have the correct people in the correct seats on the Warwick bus.
Mia Fourie indicated that she intends to start her studies to become a CRS in 2025. Marlene de Jager too is eager to become a fully-fledged CRO after having a dual role as an Assistant RAM/CRO.
In the Garden Route, Jennifer Rengecas arranged a lunch for her top clients at an upmarket venue overlooking the Knysna Lagoon. Professor Tim Hughes was the guest speaker and as always shared his wealth of knowledge in the accustomed eloquent manner.
The last quarter of the year saw us finishing off two Lifestyle Events for the year: the Warwick Mixed Pairs at Western Suburbs Bowling Club and Victoria Park Men’s Trips hosted by Victoria Park.
The South African Association of Retired People (SAARP) also hosted their annual Christmas Lunch and Eurika Louw joined the young at heart to share in a festive time.
We had three birthdays in the quarter:
6 November Margaret Botha
13 December Marissa Cambier
21 December Mia Fourie
In remembrance of Wikus Botha, my CRO who lost his fight against Leukaemia earlier in 2024, the Port Elizabeth teams decided to take part in the “Algoa FM Big Walk for Cancer”. This race aims to fundraise for cancer research and treatment. Everyone had a memorable day out paying our respects to our late colleague and dear friend.
We ended off the year with our annual Christmas Function with a Mexican theme at Chingada’s. It was a culmination of hard work and dedication from all my staff, even though at times we found the going tough.
In closing I would like to thank each and everyone in the region who made Q4 a success and proudly wears the Warwick Wealth badge on their chest.
It is discipline, not talent that forges success!
FREE STATE
Business highlights for the quarter
2024 was a blessed year for the Free State Region. We have had our best quarter and year on record so far for new business signed, since the opening of our offices in September of 2021.
Net business signed
The region experienced a 16% growth for the quarter on business submitted (R108 094 040).
Professional network developments
I am delighted to report that Merger Partner Jannie Meyer, together with Wealth Advisor, Petrus Coetzer, and Advisory Partner, Hendrik Kotze, reached their first Transition Assistance Target in Q4.
Photo1: Wiann van Zyl (RM) and Jannie Meyer (Merger Partner)
Photo 2: Wiann van Zyl (RM) and Hendrik Kotze (Advisory Partner)
Lifestyle network events held
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.
Photo 3: Warwick FS Team and PN Partners at the Year End Function
Birthdays
We extend our warmest wishes to Bert van de Venter (Merger Partner) who celebrated his birthday on the 19th of December.
Work in progress
The region has a solid plan in the pipeline for Q1 2025 for the continued growth of the Warwick presence in the Free State and a clear goal is set out to make 2025 another year to be proud off.
Q4 was all about getting business across the line and to finish 2024 on a high note. I am exceptionally grateful and proud of all staff and advisory partners who contributed to finishing the year strong.
For 2025 the goal remains the same, and with the bunch of honest and hardworking people that we have we can achieve and exceed our goals!
-Wiann van Zyl (Free State RM)
