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. Caron is also a proud member of the Golden Key Society which honours the top 15% of students. She has extensive experience in all fields of financial planning and Employee Benefits and has received many accolades from the various Insurance houses.
Bernard Herbert has been 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. Bernard is extremely involved with his clients from an audit and tax perspective, as well as providing business-related advice and assistance with mergers and acquisitions.
Norman Ehlers is the managing director and Key Individual within Prestige Wealth Managers and has been with the company since 2007. Prior to joining Prestige Wealth Managers he spent 22 years in senior management on the financial planning side of one of the major banks. In 2007 he was approached by Prestige Wealth Managers (Pty) Ltd to run its Short Term Division and has been an integral part of the business ever since. . With his team ethic, Norman ensures that all individuals in the business are fully equipped to provide clients with a superior experience when dealing with Prestige Wealth Managers.
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 mainly of high profile clients. With his extensive knowledge in the hospitality industry it 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 joined the group in August 2011, having previously 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 his scope of services. A loyal client base was cultivated and retained through impeccable service delivery.
Petro Giblin is an experienced and knowledgeable Medical Aid Specialist. After spending seven years in the pharmaceutical industry she joined Discovery Health Medical Scheme for the next 16 years as a Drug Utilization Consultant. She then qualified as a Clinical Training Specialist and moved into the Corporate Health space. She joined Prestige Wealth Managers in March 2019. Since then she has assisted our Corporate and Individual clients on different medical schemes, to help them choose, understand and manage their medical scheme plans. Petro and her team work very closely with our Corporate clients.
Robyn was appointed as Senior Employee Benefits Administrator for Prestige Wealth Managers in January 2020 after spending time at one of the leading corporates. She has been improving the corporate employee benefits experience since day one. Robyn has completed her higher certificate in Financial Planning and intends to continue studying towards her BComm and in turn her CFP qualification.
Louise’s career in insurance began in 2005 in the personal underwriting space and steadily progressed into commercial underwriting. Louise’s journey with Prestige Wealth Managers started in March 2012 and she has been a valued and trusted part of the team ever since. Her diligent work ethic and team orientated mindset makes Louise instrumental in the growth of both our short term department as well as managing and overseeing our Estate Planning Department. By constantly ensuring that the team as well as herself go the extra mile, each client can rest assured that their needs are fulfilled and their expectations are exceeded.
With 27 years in the insurance industry under her belt and 22 of those years with Prestige Wealth Managers, Frieda boasts administrative expertise beyond any normal and has developed relationships that truly keep the business moving forward. Frieda’s dedication and loyalty to clients, our team and the business is evident on a daily basis as she ensures clients remain well-informed and that all of their assurance needs are diligently met.