“Thank you for choosing to consult with Galileo Capital. I’m confident in our team’s ability to provide you with the advice that you need. I have mentored every member on the team. We all follow the same principles and investment philosophy. Our team of experienced advisors will work with you to develop a tailored investment strategy that meets your individual needs. Go ahead and book a consultation with any of our financial planners.” –
Warren Ingram

Qualified Financial Planner (1 Hour ONLINE)

R2,400.00 incl. VAT

Your money should be guarded by a team that understands and values you. Our financial planners have many years of experience and look forward to working with you.

Category:

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.

Download letter of introduction

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.

Download letter of introduction

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.

Download letter of introduction

 

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.

Download letter of introduction

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.

Download letter of introduction