GRAYDON MORRIS CFP®

Director

“My future is my unknown paradise”

 

Graydon has a B.comm degree, majoring in Economics and Finance, is a member of the Financial Planning Institute and is a CERTIFIED FINANCIAL PLANNER® professional. With experience as one of the youngest Senior Directors at Alexander Forbes in the late 1990’s and early 2000’s, Graydon gained valuable retirement fund consulting, employee benefits and private client advisory experience, advising many of SA’s top corporate trustees and executives.

 

He is a Founding Director of Sterling Private Wealth.

 

Graydon brings a disciplined, balanced, considered and often contrarian investment view to his clients and is a regular contributor to the financial press on financial planning matters. He was at one-point Chairman of the well-known Sunday Times Money Club. Graydon has traveled extensively internationally, visiting many of the world’s top investment firms, assessing strategies, investment teams and philosophies. He regards personally meeting Warren Buffett as the highlight of these travels.

 

A keen sports enthusiast and Graydon represented SA u/21 and SA Universities, and in 1991 he was included in the SA Hockey Squad. When not exercising and close to nature, Graydon enjoys reading autobiographies of exceptional leaders and follows the world of investments and business.

 

 

https://www.bloomberg.com/

https://www.businesslive.co.za/fm/

https://www.economist.com/

 

LESLEY HOHNE CFP®

Director

"Be impeccable with your word."

 

Lesley has a B Soc Sc degree majoring in Economics and Industrial Psychology from UCT and is a Fellow of the Institute of Life and Pension Advisors (FPI) and a CERTIFIED FINANCIAL PLANNER® professional.

 

Lesley started her financial planning career with Old Mutual, following which was a Director of Alexander Forbes Financial Planning Consultants. In 2002, Lesley established establish Precept Wealth Solutions from which Sterling Private Wealth evolved.

 

Lesley uses her keen interest in psychology to help her clients navigate their financial needs and understand their investment thinking.

 

Lesley recharges by spending time in the bush, reading and cooking for family and friends. Inspired by brilliant minds like Warren Buffet, Lesley draws inspiration from those with courage, a sense of selflessness and those who practice forgiveness. Staying on top of the world of finance, Lesley follows:-

 

https://www.moneyweb.co.za/

https://www.iol.co.za/personal-finance

https://www.economist.com

 

 

JOUBERT STRYDOM CFP®

Director

“Be the change you want to see in the world” - Ghandi

 

Joubert is a CERTIFIED FINANCIAL PLANNER® professional. Joubert´s involvement in the financial industry started as a lecturer in economics and business science in 1987. Joubert has been party to the revolutionary changes in the financial advisory industry that took place in the 1990s, starting at Old Mutual Employee Benefits and later at Ernst & Young and Fincorp, which became one of the leading, and innovative, financial planning consultancies in Johannesburg.

 

Whilst promoting a new approach to Financial Planning in South Africa, Joubert and his co-shareholders sold to Brait. Later Alexander Forbes acquired the business, with Joubert becoming a Senior Director. After broadening his experience by taking a joint venture between Afgri Ltd and a successful financial planning operation to the market, as well as presenting an agricultural business TV program, Joubert joined what is now known as Sterling Private Wealth.

 

Joubert, known for his humility, compassion and honesty, comes from a sporting background and has had the privilege to captain three provincial cricket teams, whilst still holding a SA batting record. He was also appointed Convenor of Selectors for the Protea Cricket Team in 2007.

 

Joubert follows :

 

https://www.businesslive.co.za/bd/

https://www.netwerk24.com/

https://www.moneymarketing.co.za/

 

RUSSELL GIBSON CFP®

Director

“Live each day as if it were your last”

 

Russell was educated at Maritzburg College and has a BCompt. degree through UNISA majoring in accountancy, tax and auditing. He is also a Fellow of the Institute of Life and Pension Advisors (FPI) and a CERTIFIED FINANCIAL PLANNER® professional as well as having completed the Australian Financial Planning Diploma.  Russell completed his articles at BDO Spencer Steward, a worldwide firm of Chartered Accountants and Auditors.

 

The road from accounting led him into the world of investment and financial planning with BDO Financial Services, later Fincorp and with Alexander Forbes Wealth Management before joining the Sterling Private Wealth Team. His main area of expertise is in the managing and structuring of high net worth individual client portfolio’s in both the retirement and discretionary arena where he has been successful in building solid long term client relationships.

 

Russell is driven by honesty and integrity and inspired by the tenacity and commitment shown by professional sportsmen and women. As a lover of the outdoors, Russel enjoys long distance running, mountain biking and golf. When not with his family, soaking up the sun, Russell follows:

 

https://www.businesslive.co.za/bd/

https://www.news24.com/

https://www.dailymaverick.co.za/

 

JAMES GUIMARAENS CFP®

Director

“Strive to improve”

 

James has a BCom and is a Fellow of the Institute of Life and Pension Advisors (FPI). He is also a CERTIFIED FINANCIAL PLANNER® professional and has written the specialist exams for both Estate Planning and Portfolio Management. James started his financial services career with Fidelity Asset Management in the UK. On his return to South Africa he joined M Cubed Capital before joining Alexander Forbes Financial Planning Consultants, where he consulted to corporate clients and provided private wealth management advice to a sizeable client base.

 

James was a member of the FPC Investment Committee, with offshore portfolios his specific responsibility. James clients enjoy his empathetic nature and ability to make the complex world of wealth and investing, easy to understand. As such, James was a regular contributor to the Alexander Forbes/Sunday Times Moneyclub and the Sterling Times. James is passionate about his family and his hobby, restoring and maintaining classic Jaguar motor cars.

 

https://www.wsj.com/

https://www.nytimes.com/

https://www.telegraph.co.uk/

 

 

JANET HUGO CFP®

Director

“Each day is a chance to make a difference”

 

Janet is a CERTIFIED FINANCIAL PLANNER®  professional, and holds post graduate Higher Diplomas from the University of the Orange Free State in Investment Management and Estate Planning.

 

As a previous director of Hugo Capital, Janet has extensive wealth management experience. With a passion for growth and knowledge, Janet invests time in taking the complexity of financial services and investments and translating these into understandable, practical application for her clients.  Building and retaining wealth for clients is what drives Janet and as such she is always pursuing the best ways to provide independent holistic financial advice for clients.

 

In 2006 Janet started and ran the Sunday Times Wealth Forum and later the Finance Week Wealth Forum, involving series’ of published articles, media exposure and public presentations. As Chairperson of the Investment Committee of the Financial Planning Institute of South Africa since 2010 she has been active in promoting professionalism in the financial advisory industry.

 

In 2017, Janet was awarded the prestigious award of runner-up in the FPI’s Financial Planner of the Year competition.

 

Being in nature, whether in the bush or at the beach is how Janet relaxes when not writing or immersing herself in noteworthy publications:

 

https://www.ft.com/

https://www.bloomberg.com/

https://www.moneyweb.co.za/

 

MIKE McCLURE CFP®

“Life begins at the end of your comfort zone”

 

Mike is a CERTIFIED FINANCIAL PLANNER® professional and has completed the Advanced Postgraduate Diploma in Financial Planning specialising in Asset Types and Portfolio Management. Mike started his career with Fincorp in 1996 and subsequently moved to Alexander Forbes where he spent 15 years in the Private Client Wealth area, servicing high net worth individual clients.

 

Mike is an Associate Wealth Manager within our Johannesburg office and is driven by putting his clients first, evidenced by the long lasting relationships he has created with his clients.

 

In his spare time Mike enjoys a round of golf, cycling or working in the garden and is also a volunteer basic life support paramedic. Mike stays on top of wealth and investment trends by following:

 

https://www.news24.com/

https://www.fpi.co.za/

KEY OPERATIONAL TEAM

Kaylene Morris

BCom(Hons), (CA) SA

 

Kaylene qualified as a chartered accountant in 1997, and served articles at Deloitte & Touche. Following her articles she worked as a manager in the specialist Financial Institutions Team at Deloittes, prior to joining Gensec in their corporate finance department in 1999. She left Gensec in 2003 and joined Sterling Private Wealth shortly thereafter as accounts manager and compliance officer.

 

She is qualified as a JSE sponsor and has a wealth of experience in company valuation, deal-making and financial modeling.

 

Nicolene Spies

Executive Administrative Assistant

“Life is what you make of it”

 

After starting her career in the hospitality industry, Nicolene’s eagerness to grow and learn saw her finding her niche in financial services.  Our clients queries rest safely with Nicolene!

 

Embracing opportunities to make magical memories with her family is what grounds Nicolene.

 

Ina Hill

Executive Administrative Assistant

Diane Dickson

Executive Administrative Assistant

“Live every day to the fullest”

 

Ina started her career in the financial services industry in 1993, joining Sterling Private Wealth in 2004. Ina is attentive and has been dedicated to the wellbeing of the Sterling Private Wealth clients for over 14 years.

 

When not taking care of our clients, Ina is happiest when spending time with her family.

 

 

“Life doesn’t have to be perfect to be wonderful”

 

Diane has extensive experience in the investment banking and private wealth industry. Best described as professional and always willing to go the extra mile to ensure that our Sterling Private Wealth clients are taken care of.

 

Creative at heart, Diane spends her free time with family and friends and enjoys running and painting.

 

Lindie da Silva

Executive Administrative Assistant

Alida Naude

Executive Administrative Assistant

“Live my life honestly with respect to those around me”

 

With more than 30yrs in the Financial Services Industry, 10 years of which have been with the Sterling Private Wealth family. Lindie is passionate about excellent client service and places a premium on communication.

 

Lindie has a soft spot for animals in need and the elderly and her happiest times are with her family.

 

“Joy is contagious”

 

With experience in the hospitality and wine industry, Alida brings an understanding and appreciate of administration and communication to the Sterling Private Wealth team.

 

Camping, wild-life and time at the beach is where Alida loves to spend her free time.

Marietjie Haman

Executive Administrative Assistant

 

Marietjie started her career in the legal industry as a conveyancing assistant in 1973. She joined Sterling in 2013 and brings with her a wealth of compliance experience and attention to deal.  With her huge heart in the right place we know she makes the world of difference in our office and to our clients.

 

When not at office she can be found serving the community in her many charity endeavours and hiking in nature. She has proudly completed the 100km lighthouse to lighthouse charity walk 5 times in the past.

 

 

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