Wealth, investment and tax-led planning for business owners and their families.
Johann combines a foundation in management accounting, experience in auditing, investment planning expertise and registration as a general tax practitioner. His approach rests on one belief: the best financial decisions are made when every part of a client's financial position is considered together.
He began his career in auditing, where he developed a deep understanding of financial reporting, business structures and the tax considerations behind sound financial decisions, before moving to Sanlam to support financial advisers directly. That experience reinforced his view that financial planning works best when the focus shifts from products to people.
Today, Johann works primarily with business owners, professionals and analytical thinkers who want to understand the reasoning behind every recommendation, not just the recommendation itself. Outside the office, he's usually on a golf course, travelling, or working through a complex problem for the enjoyment of it.
CFP®, BCom (Management Accounting), Advanced Postgraduate Diploma (Investment Planning), General Tax Practitioner (PR-0091645).
Topics include giving retained earnings a purpose, using offshore allowances deliberately, managing concentrated employer shares, and checking whether a shareholder agreement, business valuation and buy-and-sell funding actually align.
