About Seventy Two Wealth
Our name is inspired by the rule of 72, a simple way to understand how growth compounds over time. For us, the principle reaches beyond investment returns. Protection, health cover, insurance, savings, investments and long-term planning all affect one another. When these decisions are considered together and reviewed over time, they can build resilience, opportunity and choice for you and your family.
Good decisions compound.
Our team
Cape Town
Gideon Bosman CFP®
Managing Director / Wealth Manager
BCom (Management Accounting) (US), PGDip Financial Planning (USB)
I started my "investment career" as a child buying and selling shares with my Dad. Now many years later I love the journey of helping clients invest to reach their personal financial goals. Having an accounting/tax degree background adds huge value when structuring investment portfolios.
If I didn't do this I'd be…
Travelling the world and own a running speciality store.
Jéan Muir CFP®
Wealth Manager
PGDip Financial Planning (USB)
My compassion and empathy led me to start a career in financial planning. My aim is to be part of my client's life, so I can help you with financial planning holistically. I start with your needs and dreams and by working together you can see the results.
If I didn't do this I'd be…
Travelling with different people to different parts of the country and world.
Anika Delicio-Greyling CA, CFP®
Wealth Manager
BBusSci (UCT), HDAcc (Wits), PGDip Financial Planning (Mlprk)
I am very analytical and have a spreadsheet for just about any aspect of financial planning. Tax planning is one of my favourite ways to ensure clients get the most out of their investments.
If I didn't do this I'd be…
Busy with a million other things - I can't sit still for long.
Paul Bredell CFP®
Founder / Wealth Manager
PGDip Financial Planning (USB)
Founder and director of Bredfin. I started my career at Liberty Life and realised that the best advice is independent advice and then Bredfin, now Seventy Two Wealth, was born.
If I didn't do this I'd be…
Sitting on the beach in Thailand enjoying the sun.
Bianca Ludik CFP®
Financial Planner
PGDip Financial Planning (USB)
I’m a huge people’s person and really enjoy being an adviser, teacher, and coach to my clients. I love building tax-efficient strategies that actually work for them and their goals. Expat financial planning is where my special interest lies.
If I didn't do this I'd be…
Travelling the world as a singer… but music doesn’t come with numbers.
Celia Meyer CFP®
Financial Planner
PGDip Financial Planning (UFS)
I am the numbers, data, and detail-driven person behind the scenes, passionate about ensuring that your future is structured on the right foundations and aligned with the correct numbers. I love helping clients create financial security with clarity, strategy, and purpose.
If I didn't do this I'd be…
In event planning.
Simoné Viljoen
Health Adviser
NQF 5 (PSG)
I gained my knowledge in the medical aid industry working as a consultant for Discovery Health and Profmed, but realised the most value I could add was working as an independent medical aid adviser and giving clients the best product to suit their needs. I pride myself in specialising in the products that I offer. I love helping people and making a difference!
If I didn't do this I'd be…
A full-time soccer mom.
Colleen Human
Health Adviser
NQF 5 (Milplark Financial Planning)
I actually wanted to become a lawyer, but being a Medical Adviser, absolutely fulfils my dream job. I am passionate about helping and fighting for my clients to sort out any problems and finding them the best product to suit their needs. Because of my background, working in a surgeon's practice, before stepping into the world of advising, I have gained the skills and ability to understand what I do and can apply my knowledge in my work.
If I didn't do this I'd be…
A housewife and part-time modern dance teacher.
George / East London
Davino Lazarus CFP®
Wealth Manager
Diploma in Financial Accounting (ICB); PGDip Financial Planning (UFS)
I have a unique understanding and respect for the modern professional that stems from my courtship and marriage to a medical doctor. I pride myself on building long-term relationships with my clients and equipping them for a financially secure future. I believe that financial wellness is an important component of overall health.
If I didn't do this I'd be…
Perfecting my golf game, playing padel, or sipping coffee on a beach getaway with my family — always with a great podcast in the background.
Gauteng
André van Wyk
Wealth Manager
B.Eng (Industrial) (US); B.Comm (Hons UNISA) MBA (De Montfort UK); Postgraduate Diploma (Financial Planning - Milpark)
I'm the proud representative of Seventy Two Wealth in Gauteng since 2017. I'm honoured to be associated with a team representing the ethical and human values and ethos of Seventy Two Wealth.
If I didn't do this I'd be…
Travelling a lot more to the interesting, less-explored parts of our beautiful country.
Bredfin Insure
Abrihana Botha
Managing Director — Bredfin Insure
N.Dip (M+) NQF 5 (UNISA)
So I've long reached double digits in years doing insurance...sadly this gives away my age, but the experience gained is invaluable and to the benefit of my clients and personnel. I may have been accused of being over cautious, but I wear those stripes as a proud representative of a prudent insurance adviser.
If I didn't do this I'd be…
Somewhere tropical, by the sea, spending most of my time on beaches and swimming with any aquatic animal that would allow me.... and possibly trying to insure someone's property, just to make a buck for a cocktail in the evenings while looking at sunsets.
Hanlie Mouton
Short-term Insurance Adviser
NQF 4
I am a very passionate person and will always put my heart into my work and projects that I'm involved in. Development of individuals is very close to my heart and if I can contribute towards the individual's success, it provides food for my soul. My strength is to generate energy and get things going, striving to "wow" you with my client service!
If I didn't do this I'd be…
Somewhere involved with wildlife, especially protection of the cat species (Lions, Cheetahs, and Leopards).
Milanda Nel
Short-term Insurance Adviser
NQF 4
I have been helping clients with their short-term insurance needs for over 15 years, starting in long-term insurance but finding my passion in the short-term sector. There is a certain happy place you reach when you are able to assist a client in a particular difficult situation where you are able to turn their mountains into mole hills by using your expertise, professional relationships and good old savvy... I once picked up that a client had his home insured with two companies for years before I came along, with a bit of leg work and motivation, I was able to have the client refunded with over R 70,000.
If I didn't do this I'd be…
I would be the female version of Aquaman... I mean imagine being able to breathe under water, and control sea animals while taking names in the war against evil... in an awesome outfit...
Chanal Kemp
Short-term Insurance Adviser
B.Ed Degree; NQF 4 INSETA
I am a qualified teacher who believes great service starts with kindness and connection. I take pride in creating positive experiences built on trust, understanding, and care. My focus is on ensuring every client interaction is professional, impactful, and compliant – always aligned with the highest industry standards and ethical practices.
If I didn't do this I'd be…
Pouring my energy into my family, my community, and the things that make life meaningful.