How to make a booking
Step 1:
Complete your payment.
Step 2:
Follow the link that you receive with your payment confirmation that says “Book your session now”.
Step 3:
Follow the three steps:
1. Download & complete the relevant planner’s letter of introduction.
2. Complete the lifestyle summary.
3. Book a time with the planner of your choice.
Step 4:
You will receive a Microsoft Teams meeting request for the date and time you have selected for your meeting.
Johannesburg

Katlego Mei
Katlego is a Financial Planner working as an authorised representative of Galileo Capital. He is CERTIFIED FINANCIAL PLANNER® professional as accredited by the Financial Planning Institute of Southern Africa (FPI). He has completed the Representatives regulatory examination successfully. In addition, he holds a BCom degree and a Post Graduate Diploma – Financial Planning. Katlego has been active in the private client services industry since 2013.

Sherelee Van Rooyen
Sherelee is a Financial Planner working as an authorised representative of Galileo Capital. She is a CERTIFIED FINANCIAL PLANNER® professional as accredited by the Financial Planning Institute of Southern Africa (FPI). Sherelee has completed the Representatives regulatory examination successfully. In addition, she holds a BCom Honours – Financial Planning degree. Sherelee has been active in the private client services industry since 2014.
Johannesburg / Pretoria

Stienemarié Bonsma-Potgieter
Stienemarié is a Financial Planner working as an authorised representative of Galileo Capital. She is a CERTIFIED FINANCIAL PLANNER® professional as accredited by the Financial Planning Institute of Southern Africa (FPI). Stienemarié has completed the Representatives regulatory examination successfully. In addition, she holds a BCom Honours – Risk Management degree and a Post Graduate Diploma in Financial Planning. Stienemarié has been active in the private client services industry since 2016.
Cape Town

Yolande Botha
Yolande is a Financial Planner working as an authorised representative of Galileo Capital. She is a CERTIFIED FINANCIAL PLANNER® professional as accredited by the Financial Planning Institute of Southern Africa (FPI). She has completed the Key Individual regulatory examination and the Representative regulatory examination successfully. In addition, she holds a B. Pharm degree as well as a Post-Graduate Diploma in Financial Planning. Yolande has been active in the private client services industry since 2002.

Jonathan Theunissen
Jonathan is a Financial Planner working as an authorised representative of Galileo Financial Planning. He is a CERTIFIED FINANCIAL PLANNER® professional as accredited by the Financial Planning Institute of Southern Africa (FPI). He has completed the Key Individual regulatory examination and the Representative regulatory examination successfully. In addition, he holds a B.Com Financial Management degree as well as a Post-Graduate Diploma in Financial Planning. He has been active in the private client services industry since 2010.