Global Expertise, Local Values
Our strength lies in the people behind Creo Wealth. From global investments to multi-generational wealth strategies, our internationally experienced team provides clarity and strategy at every level.
Our network of global financial experts allow us to protect and grow your assets across borders, adhering to regulatory requirements while maximizing your wealth potential in every jurisdiction. You can rest assured that your legacy is protected by a team that’s deeply connected to global markets and industry best practices.
Internationally Experienced Network
Internationally Experienced Network
Our network of global financial experts allow us to protect and grow your assets across borders, adhering to regulatory requirements while maximizing your wealth potential in every jurisdiction. You can rest assured that your legacy is protected by a team that’s deeply connected to global markets and industry best practices.
Your Boutique Family Wealth Office
As a boutique family wealth office based in South Africa, we pride ourselves on a holistic approach to wealth management. We tailor individual financial strategies that considers your unique vision for your future and your family.
Your Boutique Family Wealth Office
As a boutique family wealth office based in South Africa, we pride ourselves on a holistic approach to wealth management. We tailor individual financial strategies that considers your unique vision for your future and your family.
The Creo Wealth Team
Thys Blom
Founder, Chartered Accountant (SA)
Thys is an award-winning financial servicies professional.
Nadine van Taak
Senior Investment Consultant
-Analytics Consulting-
Nadine has over 15 years’ experience in the asset management industry and started her career in financial services with Old Mutual in 2002 as the Investment Specialist for Western Cape and later Gauteng.
Wion Flett
Head of Specialised Investments
-Analytics Consulting-
Wion is a CFA charterholder, holds the FRM designation and has an MSc in Financial Management. He has always had a strong focus on automation and straight through processing to build scalable and innovative new products.
Erika Blom
Financial Advisor,
B.Eng (Industrial Engineering)
Erika is an experienced industrial engineer who moved from the utilities sector to become a specialist in commercial insurance. Erika leverages her technical experience as a financial advisor.
Mickel Manganyi
General Assistant
Mickel
Melanie le Roux
Head of Administration
Melanie
Melissa Gates
Portfolio Administrator
Melissa
Antoinette Beech
Portfolio Administrator
Antoinette
Morne Coetzee
Financial Analyst
Morne has 29 years experience in the financial services industry.
B.Com Financial Management (Hons)
LC Wilsnach
Partner
-MWW Accountants-
Joining the firm 13 years ago, LC is a partner at Muller, Webber & Wilsnach Accountants.
B.Com (FMN. Acc/Rek) UNISA
Professional Tax Practitioner (SA)
Professional Accountant (SA)
Qualified Independent Reviewer (SA)
Ruan Joubert
Senior Accountant
-MWW Accountants-
Ruan (SAIPA) has 6 years experience as a finance professional.
B.Com (Fin. Acc/Rek) NWU
B.Com (Hons. Fin Acc/Rek) NWU
Professional Tax Practitioner (SA)
Professional Accountant (SA)
Qualified Independent Reviewer (SA)
Anja Du Toit
Senior Accountant
-MWW Accountants-
Anja has 7 year of experience as a finance professional.
B.Com (Fin. Acc/Rek) NWU
Professional Tax Practitioner (SA)
Professional Accountant (SA)
Qualified Independent Reviewer (SA)
