WHO YOU WILL MEET

Erin is a qualified Certified Financial Planner ®, holds a Bachelor’s Hons Degree and has obtained his RE1, RE3 and RE5 certifications. He joined the profession and started his career in 2007 at Old Mutual. A decade later he moved his team for a short period into the independent Masthead Financial Planning network before founding Wealth Legacy. He focuses on the overall business strategy and management of Wealth Legacy and is passionate about being at the forefront of providing independent advice and equipping clients to make the best possible decisions about their own financial wellbeing.

With over a decade of local and international experience in the built environment as an Architect and Property Development Manager and having worked for 3 years as an Inter-Dealer Broker for a financial services firm, Kier brings a unique skillset to his role as Associate Planner. He graduated with a Master’s Degree in Architecture cum laude, and has obtained his RE1 and RE5 certifications. Kier is currently working towards the Certified Financial Planner® qualification. His analytical mind and attention to detail make him well-suited for providing our clients with sound financial planning and investment advice.

Lebo has been an integral member of the team since 2007. Passionate about what she does, one of the areas Lebo enjoys the most is the long-standing relationships and interactions she has with clients ensuring clients receive quick and efficient service.

Having completed her RE5 certification as well as a B.Com degree in Economics and Industrial Psychology at Rhodes University, Rudo decided to build her career in the Financial Services Profession and joined our team in 2013. Rudo enjoys working with numbers and ensures that our clients plans are prepared and implemented accurately while also receiving an attentive and caring service from our practice.

Sian is a qualified Optometrist who worked in private practice for 6 years before assisting the Wealth Legacy team with the day to day running of the business. Sian is a perfectionist and enjoys working with the team and seeing that the practice operates efficiently and that ultimately our team and clients are well looked after.