Global Award Winning IndependentFinancial Planning
Advisory Team
Riaan Lessing
A Little About Me
The core values of honesty and integrity are very important to me and drive my passion of financial education for clients. I have always believed the best financial advice is independent advice. Besides being solution driven and self-disciplined, I’m always willing to serve the community – I was part of the Westview Methodist Church board for 5 years and have been on the board of the Irene View Home Owners Association for 7 years.
My Experience
My first exposure to the financial industry was in 1998 in the USA. It was in 2000 that I took up a position in South Africa as a financial advisor with Meldon Verster Brokers where we had contracts with Liberty, Old Mutual, Discovery and Momentum. In 2005, I bought Meldon Verster Brokers and partnered with Sean Engelbrecht in 2007. We then rebranded the company as 1FinPlan and extended our independent offers to our clients by including products from Allan Gray, Bright Rock and FMI, to name a few.
I have since obtained a Diploma in Wealth Management and have successfully completed both my RE1 and RE5 Regulatory exams. I have been advising clients on investment planning, wealth management, medical aid planning, estate planning and corporate financial planning since 2000, with a company track record of over 28 years.
A Little About Me
As co-owner of 1FinPlan, I am constantly striving to maintain our integrity as the leading provider of investment management to small and middle-sized companies in Southern Africa. I am an avid traveller, frequently visiting New York with South African clients and always staying well-versed with Wall Street.My Experience
I graduated from the University of Pretoria in 2000 and entered the Financial Services industry in 2001. Working for Discovery Holdings Ltd – a JSE listed entity – I was involved in Product Development as well as the running of Sales and Distribution in the Gauteng area for 5 years. It was in 2007 that I bought equity into 1FinPlan. We have since become actively involved in Life Assurance modeling and currently have a fully functional call centre servicing a larger amount of clients in the Short-Term insurance space.Sean Engelbrecht
Madelein Burger
A Little About Me
My goal is to build long lasting relationships with my clients based on trust, integrity and expert advice. Through an in-depth and thorough financial needs analysis, I aim to provide my clients with the best financial advice suited to their individual needs.
Education is the key to most things in life and therefore it is imperative to keep up to date with new products and current trends. Keeping up with industry changes ensures that my clients are prepared for whatever may come. Each day I strive to break the limits, to work harder and enhance my clients’ lives. I am supported by an effective, diligent and dedicated team who are specialists in their own fields.
My Experience
I entered the insurance industry 20 years ago as a consultant for a large insurance firm specialising in Health, Life and Short-Term insurance and investments. The opportunity to work with clients directly presented itself and I joined 1FinPlan as a Financial Advisor. Through the years, I have learnt that nothing comes easily; only with hard work, dedication and perseverance can we achieve our goals.
A Little About Me
Apart from my passion for providing quality financial solutions to consumers and intermediaries I am a dedicated family man with three successful adult children and my wife of some 37 years. I enjoy travelling, fine dining, great wines and whisky and I am an avid reader and a student of history and politics. I am a realist who is optimistic about the future without being idealistic.
My Experience
I have 32+ years of financial services and investment experience, including the management of global and local investment portfolios and companies for institutions, retirement funds, life assurance companies, collective investment schemes and private clients. As the Founder, CIO and Managing Director of Star Investment Partners Robert’s primary focus is providing sustainable investment solutions for our clients. He is actively involved in the SA Financial Services industry via ASISA and was instrumental in the regulatory approval of Hedge Funds during his time as the Hedge Fund Steering Committee Chairman from 2009-2017.
Robert Frost
Business Partners
STAR is a partnership driven investment management firm. Partnership is at the core of our values and investment philosophy and contributes substantially to how we approach all opportunities. We work alongside selected investment professionals to design, build and manage sustainable investment solutions.
Seed Analytics assists wealth managers and financial advisors in finding solutions for some key problems when it comes to consolidated client statements, business intelligence and identifying clients that are at risk.
Rubicon Trust provides services in the deceased estates, wills and trust environment. They also offer a full spectrum of legal services such as the drafting of wills combined with estate planning advice needed when drafting a will.
