Strategic Wealth Solutions was established in 2010 having identified a gap in the market for a specialist investment distributor. With some large Financial Institutions not wishing to hold the high cost of a traditionally owned distribution or broker consultant (BC) force, Strategic Wealth Solutions looks to fulfil this gap by providing a highly specialised team to take institutionally priced product to the retail market. The company’s primary role is twofold: firstly, through relationships within the financial planning community, we distribute the retail products of a given Institution and secondly, we build bespoke offerings for needs identified by specific brokerages for their high net worth client or client bases.
OUR TEAM
We are called the “10’000 hour” team, as the entire senior team has more than a decade of working together before joining Strategic Wealth Solutions. The group has been hand picked for very specific skills each member has, resulting in a highly effective team.
Simon entered the financial services industry after completing his Bachelor of Commerce in 1998 and built a thirteen year career with the Standard Bank Group. He was a Key Individual and Executive Member of the Banks Financial Planning Division (Standard Bank Financial Consultancy) with his last post being Head of Coastal Provinces. Simon left corporate life when the opportunity was presented to build a joint venture company with the Standard Bank Group, it was at this point that Strategic Wealth Solutions was born in 2010.
With more than twenty years’ experience in the Financial Services Industry, Hugh (or “Cranky”) has had a successful Corporate career. He held Directorship positions within Fedsure, Alexander-Forbes as well as Standard Bank Financial Consultancy, where he was Director of Operations. Strategic Wealth Solutions is privileged to gain Hugh into the team as an equity partner.
One of the first equity members of the senior team, Wimpie has been in the financial planning field for the bulk of his twenty five year career. Having started as a junior planner for Sanlam with his last role being Executive Financial Planner Standard Bank Private Bank, looking after the financial/estate planning requirements for the groups high net worth clients. His skill in investment financial planning, has made him a critical member of the team.
Having been Simon’s right hand person for twelve years. Julie is the cornerstone of the business. Making sure of its overall smooth running. Strategic Wealth Solutions prides itself on having industry leading service and quality workmanship, Julie is a large part of making sure this happens.
