Contact Us
Our Team

The people behind your plan.

Sterling’s strength is its people. Every client works directly with an experienced, qualified adviser who knows their situation and stays accountable over time.

Executives & Management Team

Graydon Morris

Managing Director & Wealth Manager

CFP®
Cape Town
Learn More

Lesley Hohne

Director & Wealth Manager

CFP®
Sandton
Learn More

Janet Hugo

Director & Wealth Manager

CFP®
Cape Town
Learn More

Russell Gibson

Director & Wealth Manager

CFP®
Cape Town
Learn More

James Guimaraens

Director & Wealth Manager

CFP®
Sandton & KZN
Learn More

Kaylene Morris

Director & Head of Finance

CA(SA)
Cape Town
Learn More

Tian Nienaber

Operations Director & Wealth Manager

CA(SA)
Cape Town
Learn More

Michelle Thompson

Operations Manager

Cape Town
Learn More

Wealth Managers

Ari Blumenfeld

Associate Director & Wealth Manager

CFP®
Sandton
Learn More

Nico Du Plessis

Wealth Manager

PDBA
Sandton
Learn More

Teresa Heydenrych

Wealth Manager

PGDip
Cape Town
Learn More

Lisa Kaplan

Associate Director & Wealth Manager

CFP®
Cape Town
Learn More

Greg Knowlden

Wealth Manager

CFP®
Sandton
Learn More

Cullen Wright

Associate Wealth Manager

CFP®
Cape Town
Learn More

Paraplanners

Luke Holland

Cape Town
Learn More

Oliver Price

Sandton
Learn More

Bruce Spence

Cape Town
Learn More

Key Operational Team

Lindie da Silva

Learn More

Sonja Fagrew

Learn More

Ina Hill

Learn More

Qaunita Jackson-Ely

Learn More

Cherozaan Jeftha

Learn More

Gladys Mbambo

Learn More

Alida Naude

Learn More

Nicolene Spies

Learn More

Janot Hugo CFP®

Director & Wealth Manager

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 a series of published articles, media exposure and public presentations. As a previous 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.

‘Each day is a chance to make a positive difference.’

Kaylene Morris

Director & Head of Finance

Kaylene is a Chartered Accountant who completed her articles at Deloitte & Touche in 1997. She remained with the firm as a Manager in the Specialist Financial Institutions team, gaining valuable experience in the financial services sector.

In 1999, Kaylene joined Gensec’s Corporate Finance division, where she qualified as a JSE sponsor and developed strong expertise in company valuation, transaction execution, and financial modelling.

She has been with Sterling Private Wealth since its inception as Head of Finance and is responsible for overseeing the firm’s financial management and operational integrity.

Outside of work, Kaylene enjoys spending time with family and friends, hiking, playing padel, and travelling. She is also an aspiring bridge player.

“Discipline in the detail, joy in the journey.”

Michelle Thompson

Operations Manager

Michelle has a Bachelor of Economic Sciences with Honours degree, majoring in Business Management, from the University of Stellenbosch.  She began her professional career in London, working in the Corporate and Investment Banking divisions of various international investment banks including JP Morgan and Deutsche Bank. Upon returning to South Africa, Michelle joined Standard Bank Group Securities, where she was responsible for managing their Corporate Access services.

In 2017, Michelle and her family relocated to Mauritius, where she worked as Business Operations Manager at SIP Mauritius – a niche fund management company overseeing offshore investments for South African clients.  Michelle’s roots brought her home again and she joined Sterling Private Wealth in 2025 as Operations Manager.  She thrives on efficiency, attention to detail and ‘getting things done’, thereby ensuring the day to day running of the business.

Outside of work, Michelle enjoys keeping active, spending time at home and having quality time with her family and friends. 

“Laughter is food for the soul”.

Lisa Kaplan

Associate Director

Lisa holds a Bachelor of Commerce degree with a major in Financial Accounting. She is a CERTIFIED FINANCIAL PLANNER® professional and a member of the Financial Planning Institute. In addition, she holds the Certificate in Investment Performance Measurement (CIPM®) designation awarded by the CFA Institute. Prior to joining Sterling Private Wealth, Lisa began her career at Investec Private Bank and later served as a Financial Advisor at an independent wealth management firm, which was subsequently acquired by PSG Wealth. Lisa is committed to building trusted, long-term partnerships with her clients, delivering strategic financial guidance that fosters clarity, confidence, and enduring financial success. Lisa is driven by the opportunity to make a meaningful difference in her clients’ financial lives. Outside of her professional life, Lisa enjoys staying active, spending time outdoors, exploring her love of cooking, and spending quality time with family and friends.

‘What we think is what we become!’

Greg Knowlden

Wealth Manager

Greg has a Bachelor of Commerce degree in Financial Planning, holds the CERTIFIED FINANCIAL PLANNER® designation, and earned his Advanced Post Graduate Diploma in Financial Planning specialising in investments. Greg started his career at the Standard Bank Financial Consultancy Academy in 2008 where he later became an Advisor. He then embarked on gaining broader industry knowledge through successful distribution and servicing roles with Old Mutual and Investec Asset Management. Once fully equipped, Greg re-joined the advisory space at a niche wealth management business, and then in 2019 with Sterling Private Wealth. Greg takes much pride in finding the best available market offerings for his clients. He enjoys golf, tennis, any discipline of fishing, and friends and family.

‘It’s compound interest on your life, not just your investments.’ 

Luke Holland

Paraplanner

Luke holds a Bachelor of Commerce degree with a major in Law, as well as an Honours degree in Financial Economics. He completed his Postgraduate Diploma in Financial Planning in 2025 and is currently in the process of completing the Certified Financial Planner® (CFP®) designation.

With a foundation rooted in both financial theory and practical application, Luke is committed to delivering meaningful, long-term outcomes for clients. In his role as a Paraplanner at Sterling Private Wealth, he plays an integral part in developing and refining comprehensive financial strategies that align with each client’s personal goals and evolving needs.  Luke believes that exceptional wealth management is built on trust, transparency, and a deep understanding of the individual. He places strong emphasis on building lasting client relationships and ensuring that every plan reflects both financial aspirations and personal values. Accuracy, accountability, and execution are central to his work ethic, ensuring that no detail is overlooked and the client always comes first.

Outside of work, Luke remains active in sport and still plays competitive cricket. He also enjoys golf, running, and is a passionate Liverpool Football Club supporter. Time spent with family and trips to the bush are especially important to him, both are key to refreshing his soul and keeping him grounded.

‘There is no traffic on the extra mile.’

Oliver Price

Paraplanner

Oliver holds a Postgraduate Diploma in Financial Planning from Stellenbosch Business School, where he graduated Cum Laude, as well as a Bachelor of Commerce in Marketing and Management Sciences from IMM Graduate School, where he also graduated Cum Laude and placed in the Top 10 of his class. He is currently working toward the Certified Financial Planner® designation and studying CFA Level I, reflecting his long-term commitment to excellence in the financial planning profession. Inspired by his father, who has over 25 years of experience in the industry and remains a key role model in his life, Oliver is proud to be following in his father’s footsteps as he builds his own career in wealth management.

As a Paraplanner at Sterling Private Wealth, Oliver supports the wealth management team through the preparation of client review reports, analysis of portfolio information, and the coordination of key administrative and client service processes. He is committed to producing accurate, professional work and values the role that thoughtful planning, attention to detail, and strong communication play in delivering meaningful outcomes for clients.

Oliver brings a disciplined and motivated approach to his work, with a genuine desire to build a career in wealth management and make a lasting impact in the industry. He values trust, professionalism, and continuous growth, and takes pride in contributing to a high standard of client service. Outside of work, he enjoys golf, fitness, the outdoors, and spending time with family and friends.

“Make it count!”

Bruce Spence

Paraplanner

Bruce holds a Bachelor of Commerce (Honours) in Financial Analysis and Portfolio Management from the University of Cape Town, a Postgraduate Diploma in Financial Planning through Milpark Education, and is in the final stages of obtaining his Certified Financial Planner® designation.

Bruce joined Sterling Private Wealth in early 2025. Prior to this, he gained experience in the private equity space with Standish Management and in the early-stage venture arena. These experiences left him with a deep appreciation for the sacrifice and commitment it takes to build something of lasting value, and a firm belief that managing a client’s wealth is a responsibility that deserves to be treated as such.

He takes particular interest in finding practical portfolio solutions that simplify a client’s financial life, improve tax efficiency and genuinely serve their best interests. His starting point is always the client, ensuring that every recommendation is well-considered, appropriate and built around what actually makes sense for their situation.

Outside of work, you will find Bruce playing sport or enjoying time with family and friends.

“Do the right thing and everything else will follow.”

Lindie da Silva

Executive Administrative Assistant

Lindie began her career in the Financial Services industry in 1987 and joined Sterling Private Wealth in 2008. With years of experience, she is deeply committed to delivering excellent client service and places great importance on clear and effective communication.

Known for her patient, kind and helpful nature, Lindie brings warmth and care into every interaction. She has a genuine love for people and is especially passionate about caring for animals, supporting the elderly, and uplifting those around her. Above all, she values time spent with her family, which brings her the greatest joy.

“Live my life honestly, with respect for those around me.”

Sonja Fagrew

Executive Administrative Assistant

Sonja started her administrative career in Financial Services in 1998, and she is still enjoying this function within the industry, striving to always be professional, patient, friendly and punctual.

She loves gardening and the outdoors – hiking, camping, swimming, kayaking.

“Be good, be kind and be gentle and make your own happiness!”

Ina Hill

Executive Administrative Assistant

Ina started her career in the Financial Services industry in 1993 and has been with Sterling Private Wealth since its inception.  With over 22 years of dedicated service, Ina is known for her attentive approach and unwavering commitment to the wellbeing of her clients.

Outside of the office, Ina finds her greatest joy in spending time with her family. She is a true nature lover at heart, happiest when she is escaping to the sea or finding peace in the bush.

“Live every day to the fullest!”

Qaunita Jackson-Ely

Executive Administrative Assistant

Qaunita spent the past 11 years within the Merchant West Group, building valuable experience and strong relationships along the way. She is now continuing her journey with the Sterling Private Wealth family, embracing a new chapter and the opportunity it brings. 

Qaunita enjoys spending quality time with family and friends, adding a sense of adventure to life whenever possible.

“Take one day at a time”

Cherozaan Jeftha

Executive Administrative Assistant

Cherozaan graduated from the University of Johannesburg in 2019 with a BCom in Finance and entered the financial industry in 2020. She is detail‑oriented, patient and committed to delivering high quality service in every task she takes on. Known for her calm and quiet nature, she brings consistency and reliability to her work.

Outside of work, Cherozaan enjoys spending time with her family and loves swimming, but she is happiest when she is at home, comfortable and watching TV, which is her favourite way to unwind.

“Be the calm that keeps moving forward”

Gladys Mbambo

Administrative Assistant

Gladys is an experienced administrative professional with over 15 years of experience, having worked in administration since 2009. She currently works as a Receptionist at Sterling Private Wealth, where she focuses on building strong client relationships and supporting her colleagues with daily administrative tasks.

Outside of work, Gladys enjoys working with children and caring for the elderly. She is active in church and relaxes by listening to gospel music.

“Serving with Faith, Integrity, and Care.”

Alida Naude

Executive Administrative Assistant

With experience in the hospitality and wine industry, Alida brings an understanding and appreciation 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.

“Joy is contagious!”

Nicolene Spies

Executive Administrative Assistant

After starting her career in the hospitality industry, Nicolene’s eagerness to grow and learn lead her to 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.

“Life is what you make of it!”

Protect Yourself from Fraud!

We have been made aware of fraudulent accounts impersonating our brand and contacting individuals under false pretences. Sterling Private Wealth never solicits business or requests personal information via unofficial channels such as Facebook – Telegram.

Our official communications will always come from @sterlingwealth.co.za email addresses.

If you are contacted by someone claiming to represent Sterling Private Wealth through any other channel, do not engage. Report the account and notify our Operations Director, Tian Nienaber, at info@sterlingwealth.co.za.