CARON EHLERS (CFP®) – Corporate Financial Advisor – Medical and Group Benefits specialist
Caron Ehlers is a Shareholder and Director of Prestige Wealth Managers (Pty) Ltd and has been since 2005. She obtained her Post Graduate Diploma in Financial Planning from the University of the Free State and is a Certified Financial Planner. She is a member of the Golden Key Society which honours the top 15% of students. She has extensive experience in all fields of financial planning and has received many accolades from the various Insurance Houses
Prior to this she spent 15 years managing an extensive tax department within an Audit practice which specialises in Individual, Company and Trust taxes. This experience has been paramount to her success as a Financial Planner as she has been with her clients through all their life stages and continues to do so.
BERNARD HERBERT CA (SA) - Corporate Relations Director
Bernard Herbert is a Director of Prestige Wealth Managers (Pty) Ltd since 2005. He qualified as a Chartered Accountant while he worked for Ernst and Young where he gained extensive Auditing and Tax experience. Thereafter he worked for Coca-Cola Bottling in Mpumalanga before deciding to leave the corporate world and embark on a very successful journey as the owner of a now extremely successful Auditing firm.
NORMAN EHLERS (RFP) - Managing Director Operations
Norman Ehlers is a Shareholder and Director of Prestige Wealth Managers (Pty) Ltd and has been with the company since 2007. He is the Managing Director as well as the Key Individual within the practice. Prior to joining Prestige he spent 22 years in senior management on the financial planning side of one of the major banks where he was also a Key Individual. In 2007 he was approached by Prestige Wealth Managers (Pty) Ltd to run its Short Term Division. Norman also managers a personal portfolio of life and investment clients on the long term insurance side of the business.
LEON PROTOPAPAS - Short Term Specialist
Leon has been in the Short Term Industry since 2000 and specialises in Personal and Commercial retail business insurance. Prior to this he worked in the restaurant industry for over 12 years and this kind of experience has helped in growing his portfolio which consists of high profile clients. Leon has extensive knowledge in the hospitality industry which has allowed him to grow his client base via word of mouth and his personal hands on approach allows his clients to feel like family. His drive, passion and commitment is evident in the service he delivers to his clients.
IVO ZAMBETTI (CFP® GTP™) – Health & Retirement Fund Specialist
Ivo Zambetti joined the group in August 2011, having been the founder of Capital Impact Financial Services since inception in 1996. Coming from an entrepreneurial direct marketing background, Ivo entered the financial planning industry via a specialized Liberty franchise in January 1995, and founded Capital Impact in 1996 - specializing in Corporate Medical Schemes and Employee Benefits.
Over time financial planning, tax services and short term insurance services were successfully added to the Capital Impact Portfolio – and a loyal client base was cultivated and retained through impeccable service delivery. Having been a Member of the FIA since 1995, he later joined the Financial Planning Institute and achieved Certified Financial Planner status in 2000, and he is also a SARS-registered tax practitioner and member of the South African Institute of Tax Professionals (and he has also previously acted as an FSB-approved internal compliance officer). Ivo has extensive experience and skills in professional financial planning and personal tax, together with an impeccable track record in the areas of employee and health benefits.
Ivo adheres to the Continuing Professional Development programs of both the Financial Planning Institute of South Africa, and the South African Institute of Tax Professionals on an ongoing basis, and subscribes to both codes of ethics.
Prestige Wealth Managers (Pty) Ltd
Fax: 086 612 6680
Tel: 011 894 4400
Or: 0861 394 395
Address: 47 Lakefield Avenue, Lakefield, Benoni, 1501
Postal: P.O. Box 1448, BENONI, 1500