Werner Bothma

Werner Bothma

Senior Associate

About

Werner’s particular area of expertise lies in mitigating exposure to unnecessary taxes on assets.

Werner believes strongly in honesty and integrity and that client needs always come first.

Having spent over 5 years in the financial industry, Werner has developed an extensive amount of knowledge in areas such as Estate Planning, Wealth Preservation and Offshore Planning. He has also lived in both France and England.

Qualifications

  • Securities and Investments, CISI, UK
  • RE5, South Africa
  • Com in Transport Economics, RAU, South Africa (2005)

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