Sam Goudvis (B.Comp) Financial Advisor / Key Individual
Sam Goudvis is the managing executive of Sam Goudvis & Associates cc. Established in 1999. Having started at Old Mutual in 1994, he has over 24 years’ experience in the financial services industry and handles the needs of over one thousand individuals and companies. He achieved a Bachelor of Accounting Science degree (B.Compt) in 1985 while completing his articles at an auditing firm (KPMG) Sam has an exceptional knowledge in life assurance product design and policy wording of assurance contracts. Specialising in local and international investments.
Wesley Birch is an experienced and knowledgeable financial advisor, ready to work with you to ensure you and your family’s financial future. He has a National Certificate in Wealth management and has 12 years’ experience in Capital needs analysis on Death and Disability, Short Term Insurance, Investment Planning, Health Care Planning, Estate Planning, Wills and Trusts, Group Schemes and Corporate Assurance. As a financial planner, Wesley‘s main goal is to help you make well-informed decisions on what types of investments are right for you. Wesley will always listen to your concerns, share all information about potential investments, including benefits, risks, and tax issues, and treat your financial goals with the same care and interest that he devotes to his own. Wesley looks forward to being your trusted advisor and expert resource as you build a secure portfolio of investments.