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.

Skills and expertise

    • Securities and Investments, CISI, UK
    • RE5, South Africa
    • Com in Transport Economics, RAU, South Africa (2005)
  • Werner loves the outdoors, enjoys travelling to exciting new places and any type of sport!

    Werner’s favourite quote is:

    If you want something, don’t wish for it. Life is too short to wait.

    • – Stephen Hines
  • Werner Bothma has been a financial adviser for me for a number of years. From when we first met Werner has been honest and open and provided me with excellent advice. His knowledge of the products has been exceptional and he has fully understood my needs and requirements. His friendly demeanour and his willingness to explain financial matters have been exceptional. I really enjoy his quarterly visits to me and the discussions we have had, he has become almost a family member. He takes the time to inquire how everything is going and what is happening in my business and private life. I have especially appreciated that he comes to visit me even though I am a distance away from his own business offices. I am given the time that I require and changes are clearly explained to me. Werner has made a huge difference to my personal finances and especially my retirement plans. He has provided peace of mind that my investments are being well managed and will provide me with what I want in retirement.

    • Dave Rothwell, Field Development Manager, Nelspruit