Warwick Wealth regional reviews
Western Cape team kicks off 2025 with strong momentum
The Western Cape team returned from the festive break energised and ready to tackle Q1 with a clear vision – expanding our professional network and driving growth across the region. Our efforts have already delivered impressive results, setting the tone for a dynamic year ahead.
Expanding our advisory footprint
A major highlight this quarter was the launch and activation of two new Advisory Offices in Gordon’s Bay, adding a combined R229 million to our regional portfolio.
- Toni Van Zyl Finansiële Dienste (TVZ) – led by brothers Marco and Antoni Van Zyl, with support from their dedicated admin team, Janneri Van Zyl and Jana Pienaar.
- Antoinette Till’s Advisory Office – operating independently, bringing her deep expertise to the network.
Both partners bring a wealth of knowledge, ensuring clients receive top-tier advice and service excellence.
A special thanks to our Warwick Liaison Teams – Team Milford (supporting TVZ) and Gareth Utton & Team Wood (backing Antoinette Till) – for their seamless coordination in bringing these offices on stream.
Strong Financial Performance
The WC team surpassed expectations on the income front, achieving R178 million in net AUM – 9% above forecast, which is a testament to hard work and strategic focus.
Networking and community engagement
Beyond business growth, the WC team has been fostering connections through lifestyle and networking events, including:
- The Westlake Triangular Golf Event
- The 2025 Warwick/Finanz Golf Series (monthly events in partnership with Hermanus advisors Barry van Vuren and Louis van Vuren)
- Sponsorship of the Bergvliet Tennis Club’s ‘Friday Night Lights’ social event – a fun-filled evening enjoyed by players, spectators and staff alike.
Exciting news for golf enthusiasts!
We’re thrilled to announce our continued sponsorship of the 2025 Steenberg Golf Series, including the popular Warwick Wednesdays in collaboration with Callaway. These events deliver great networking, friendly competition, and plenty of opportunities to connect with partners and clients.
Looking Ahead
The momentum continues with two new Advisory offices set to launch:
- Birgitt Skopelitis (Frank Gardiner Brokers CC), supported by Team Milford.
- Lisa Ridout (Plan4Ever CC), assisted by Gareth Utton under Team Feinberg.
With plans to expand the sales team in Q2, the WC region is doubling down on its growth strategy. Backed by a dedicated team, a commitment to excellence and a proactive approach, the Western Cape is poised for another standout year.
Quarterly Business Highlights The team ended Q1 with great success, positivity, and momentum. There was exciting energy as we returned to work, fuelling our commitment to drive results. The dedication and hard work shown throughout the quarter reflecting our team’s focus on achieving exceptional outcomes and setting a strong foundation for the year ahead.
The Gauteng Region and exceptional administration department have delivered outstanding results this quarter, achieving net cleared total business of R227,786,285. This impressive performance lays a solid foundation for a successful year ahead, highlighting the team’s dedication and hard work.
Professional Network Merger and Advisory Developments
- Marc Cloete (Advisory Partner) and his team continue to deliver exceptional results, having added another R36 million this quarter.
- Antoinette Till (Advisory Partner), has made significant strides, transitioning a substantial portion of her assets under management into Orion Investment Management funds.
- Tielman Roos (Merger Partner), Wim Coetzee (Merger Partner), and Judith Heyns (Advisory), we are very excited to welcome three new professional partners joining our team in Q2.
Staff update: The Gauteng Region and Johannesburg office continue to maintain full staffing. With a strong team of three administrative professionals and six Wealth teams, each supported by a qualified Wealth Planner and experienced support staff, the region remains well-positioned for ongoing growth. The Warwick Wealth framework continues to empower our teams to drive business development while upholding exceptional client service standards.
Celebrations and milestones
- Brendan Murray, we’re delighted to celebrate the arrival of Brendan Murray’s second child—a beautiful baby boy! Nathan Murray was born on 26 February 2025, weighing 3.445 kg. Definitely a daddy face already!
- Ignette Powell, we celebrated Ignette Powell with a lovely kitchen tea on 7 March, enjoying a special afternoon with the office ladies. She’ll be saying “yes” on 19 April 2025, and we wish her all the happiness in her marriage ahead.
- Q1 was buzzing with birthday celebrations—we’re pretty sure the office ran on cake more than coffee, A big shoutout to our Q1 birthday stars:
David Gerrard, Megan Sallie; February: Samantha Du Piesanie, Charles Hitchcock, Naomi Kidson, Werner Jonk, Marlene Basson, Natalie Wood; March: Neil Botes, Jaco Thom, Sinéad Farrel. What a festive start to the year!
- Social Committee, our thanks to Michelle Pretorius, Izelle Marais, Ignette Powell, and Sinéad Farrel for always bringing fun and positive energy to the office. Whether it’s a lively morning or a delightful lunch in the kitchen, they consistently create an enjoyable vibe that makes the workplace a great environment for everyone. Your efforts to keep the office atmosphere light and engaging is truly appreciated.
Outlook and focus for Q2
- Looking ahead to Q2, the Gauteng region has a strong pipeline with a minimum of R250 million nett expected to clear.
- The RM and DMA teams are actively engaging with several high-potential prospects in the professional network space, aiming to secure key signings during the quarter.
- We continue fostering strong relationships within the office to encourage collaboration and unity. “A happy team is a productive team.”
Motivational Quote for Year-End and Looking Ahead: “Success is the sum of small efforts, repeated day in and day out.” – Robert Collier
It’s a great reminder that consistent effort leads to long-term success.
As we close the first quarter of 2025, we’re pleased to share key insights and highlights from the Durban region — covering lifestyle, business developments, and staffing news.
Business highlights
We have enjoyed a healthy start to the year, with strong business flow from our Advisory Partners Gabriel Holl, Geoff Clark, and Rowe Hooper. On the wealth planning and fiduciary side of our business, we continue to sign on more client Wills for the Appleton team while regularly checking in with our existing Will clients to ensure their needs are updated and consistently met.
Lifestyle network and events
Our Regional Manager, Conrad Clifford, recently attended the QACCS Golf Day at the scenic Umdoni Golf Club. With several events lined up in the coming months, our team is looking forward to leveraging these networking opportunities to strengthen existing partnerships and to expand our client base and build meaningful new connections.
Goals and skills development
The team remains motivated and inspired to make meaningful progress, not only in business, but also in their personal and educational goals. This drive is fuelled by the guidance of our focused and visionary Regional Manager, whose leadership continually encourages the team to expand their knowledge and strive for excellence in all they do.
Celebrations and achievements
Our Noxolo Shezi and Barish Beeput participated in the annual CANSA Shavathon showing their support and solidarity with cancer survivors, well done to our superhero look-alikes.
Jared Williams is eagerly awaiting the arrival of his baby boy and the team threw him a memorable baby shower filled with lots of laughs and some games that definitely tested their creativity and problem-solving skills.
A very happy birthday to our Pisces team members who had a good time travelling and celebrating with their family and friends.
6 March – Stuart McMurtrie
10 March – Julian Stephen
13 March – Noxolo Xulu
Heather Jackson, a valued client under Team Clifford, recently celebrated her 100th birthday — a truly remarkable milestone! We are honoured to be part of her journey and extend our warmest congratulations on this special occasion.
Future Plans
Looking ahead we are eager to appoint a CRS for Team McMurtrie. Our team remains committed to learning, evolving and staying informed on global economic news and trends to ensure the best service is given to our clients and partners.
Well done to our team for their continuous hard work, determination and commitment. We are looking forward to a successful Q2.
“Great things in business are never done by one person, they’re done by a team of people”
– Steve Jobs
Though our region was a little slow out of the starting gate in 2025, we finished the quarter strongly with R 91 276 925 AUM submitted for the quarter. The lion’s share of the business flow came from the Garden Route area with all the teams contributing to a very successful Q1. In this regard, I must commend Mariza Langenberg, our Branch Manager in Knysna, on her management style and guiding the Garden Route Team to a great set of production results. She has shown that through setting the example, one can motivate and empower your staff to achieve greatness.
Our M&A Manager, Craig Holmes, tasted the fruits of his labour in Q1. Due to his professional efforts, along with the MD and the Director of M&A, Edward and John Dalton joined Warwick as Advisory Partners in Oudtshoorn as well as JD van Renen as a Merger Partner in Mossel Bay. Welcome both!
The region has been actively working on professional network deals and these gentlemen ensured that the region’s M&A pipeline has been filled to ensure a productive 2025.
In the Lifestyle Network, we continue to sponsor the follow bowling competitions running over several weeks in Gqeberha:
- The Woods Ladies Pairs Competition
- The Woods Men’s Pairs Competition
- Western Suburbs Mixed Pairs Competition
- The Walmer 8th Bowling Club weekly competition
Our region enjoys the benefits of staff continuity and experience, with Marlene de Jager promoted from Assistant Ram in the Knysna Office to CRO to team Langenberg.
Staying with personnel matters, we celebrated several birthdays in the first quarter. Eurika Louw celebrated her birthday on16 February and Jarred Roberts turned 30 on 7 March. Special mention must be made of Monty Ware, Warwick Wealth’s first ever Merger Partner, who turned 80 on 1 April.
For Warwick Eastern Cape and Garden Route, our future looks bright going into the next quarter. The Van Renen merger has commenced very well, and the Dalton Advisory agreement will commence shortly. The M&A team continues to open professional network doors and Craig endeavours to increase Warwick Wealth’s footprint in the broader Eastern Cape.
I would like to commend and congratulate every one of my team on a successful Q1. It was certainly a great start to the year with some standout performances. My challenge to my team for Q2 is to build on our successes and from our lessons learnt over the last three months, work as a team and inspire each other to achieve success.
“Small disciplines repeated with consistency everyday lead to great achievements gained slowly over time” John C. Maxwell
The Free State Region had a somewhat moderate start to the year by our high standards, but we are still looking forward to a great 2025!
Professional network developments
In Q1 we signed a new Advisory Partner to the Free State Region. With an impressive 29-year track record in the financial advisory sector, Christiaan Bekker, from Karoo Financial Advisors (Pty) Ltd, brings a wealth of experience and deep expertise to his practice. His extensive industry knowledge has enabled him to provide invaluable insights and tailored solutions to his clients over the years.
Christaan takes immense pride in cultivating long-lasting relationships with his clients; built on a foundation of trust, understanding, and personalised advice. His passion for empowering individuals and businesses to achieve their financial objectives is only matched by his unwavering commitment to maintaining the highest standards of integrity in all aspects of his work. Throughout his distinguished career, his dedication and exceptional service have earned him numerous prestigious awards, highlighting his impact on the lives of those he serves.
The Warwick Team welcomes Christiaan Bekker and his team from Karoo Financial Advisors (Pty) Ltd to the Warwick Family. We are looking forward to a long and lasting relationship with Team Bekker.
Place Photo: New Advisory Partner Christiaan Bekker at Warwick Head Office
We also congratulate Advisory Partner, Hendrik Kotze, who achieved his 75% Transition Assistance with ease. Hendrik has settled in nicely and is looking forward to growing his book.
Place Photo: AP Hendrik Kotze is congratulated by RM Wiann van Zyl.
Lifestyle network events
In the Lifestyle Network space, we have cultivated a strong bond with the community, with Warwick proudly sponsoring monthly events and marketing at the Bloemfontein Golf Club.
New staff appointments
As the Free State Team is growing, we are currently conducting interviews for a new Client Relationship Officer, as we require even more staff to provide the quality client care Warwick clients expect and deserve.
Birthdays, births, marriages and engagements
We extend our warmest congratulations to Lize-Mari Duvenhage (ARAM) who became engaged to Ruan du Plooy.
The following colleagues and partners celebrated their birthday during the first quarter of 2025:
- Werner Scheepers (Professional Network Developer & Advisory Partner) – 17 February
- Petrus Coetzer (Wealth Planner) & Jannie Meyer (Advisory Partner) – 25 February
Place Photo: Team Free State in a relaxing mood.
Work in progress
We are pleased to report that the Free State region still has a solid business pipeline and together with Christiaan Bekker, we look forward to an exceptional Q2.
“‘Someone’s sitting in the shade today because someone planted a tree a long time ago.” – Warren Buffett. This quote resonates with the Free State team’s commitment and effort over the last three and a half years. Built on a solid foundation and continuous commitment, we are changing lives day by day.”
Regional Manager – Wiann van Zyl
