CUSTOM-BUILT
The right tools. The right solution. Every time.
We are able to offer our clients superior interest rates using our banking services provided by FNB 3PIM. Contact your consultant for current rates and offers.
For High Performing Investments
You need a high performing team
Mr Stephen Burrow
Stephen’s experience in the financial services industry spans over twenty five years from the time he left BP Oil to join Sanlam in 1991. From working with one of South Africa’s largest insurance groups he moved to the independent broker arena where he met Dr Lear at Ginsburg Malan & Carsons (GMC). They both left GMC to start their own group of related business including The Financial Alliance.
Dr Liz Lear
After a decade of working in academia at UCT, Dr Lear moved into corporate finance at Absa Bank. Whilst there she improved upon her MBA by acquiring a Doctorate in Financial Modelling from Unisa’s School Of Business Leadership. Following that she moved into asset management with First National Trust in 1993. Thereafter she followed a career in financial services working for one of South Africa’s largest actuarial and consulting firms before co-founding a group of related companies including The Financial Alliance with Stephen Burrow.
Mr Ngoni Gwatidzo
He started his career at Old Mutual in 1980 as an Investment Manager. In 1992 he joined Fedsure Asset Managers and subsequently worked at WIPAM (the Women’s Investment Portfolio Asset Managers) then NBC Holdings as Director of the Investments Division where he was responsible for the provision of investment advice to institutional client portfolios worth R20 billion until 2003. Thereafter he completed a two year stint as Portfolio Manager for retail clients with Analytics Multi Manager. He has been a director of The Financial Alliance since its inception in 1999.
Ngoni holds a BSc (Economics) degree and an MBA as well as being a Certified Financial Planner (CFP) and is also the Chief Investment Officer (CIO) at Montrose Asset Management.