We are delighted to announce that from the 1st of February our team has grown by 2 as we welcome Wealth manager Francois le Clus and his broker assistant, Belinda Braak to the Bovest family.
At Bovest, it’s very important for us that when we appoint someone new, not only that they’re professional and diligent, but we ensure they also fit into the culture of our business. Our culture is mainly driven by one single purpose: To put our client’s interest first in everything we do.
It’s on this principle that Bovest was founded back in 2008 by our chairman Riaan Botha and it will continue to be the driving force behind our business.
Francois le Clus is a seasoned financial advisor with a passion for empowering individuals and families to achieve their financial goals. With a comprehensive background in investments, tax, debt and a commitment to personalized service, Francois has become a trusted partner for his clients on their financial journeys.
With over 9 years of experience in the financial industry, first at Momentum and then Attooh, Francois has honed his expertise in wealth management, retirement planning, and investment strategies.
Francois earned his Bcom HR degree (Univ of Pretoria), Bcom HR Hons (Univ Pretoria) and Postgraduate Degree in Financial Planning (Univ of Free State) where he developed a solid foundation in financial principles and analytical skills. Committed to staying at the forefront of industry trends, he regularly participates in professional development opportunities and continuing education.
Recognizing that each client’s financial situation is unique, Francois takes a holistic and client-centric approach to financial planning. By carefully listening to his clients’ goals, concerns, and aspirations, he tailors customized strategies to help them navigate the complexities of financial decision-making.
Areas of Expertise:
Investment Management: Francois provides strategic guidance on building and managing investment portfolios, taking into account risk tolerance, time horizon, and financial objectives.
Retirement Planning: Francois helps clients develop comprehensive strategies to achieve financial security during their post-career years.
Estate Planning: Understanding the importance of legacy planning, Francois collaborates with clients to create effective estate plans that align with their wishes and minimize tax implications.
Francois believes in fostering long-term relationships with his clients built on trust, transparency, and open communication. His goal is to alleviate the stress associated with financial decision-making, allowing clients to focus on what matters most to them. Francois also strives to educate clients in their understanding of debt and how to create long-term wealth.
Whether guiding clients through market fluctuations, helping them plan for retirement, or providing insights into tax-efficient strategies, Francois stands as a dedicated advocate for financial well-being, committed to helping clients achieve their financial dreams.
Geo Botha CFP® B.Com (Hons)