THE EXTRA DIMENSION IN GROUP FINANCIAL SERVICES
4D Wealth Management was registered in 2002. In 2009 the Fourth Dimension Financial Services (Pty) Ltd applied for a Category II license. The License was approved by the Financial Services Board (FSB) on 4 February 2010, and 4D Wealth Management commenced its operations immediately.
4D Wealth Management does not take receipt of deposits from clients or operate a nominee or trust account. We make use of the investment platforms to manage all client funds on their behalf. This mitigates risk for our clients. The investment process is designed to minimise potential for negative performance and have been rigorously tested.
It is underpinned by a quantitative process that ensures that the process is implemented without emotion, ensuring consistency of its implementation. Financial advice and marketing of the Portfolios are done by independent FSP's . It is prudent to note that 4D Wealth Management competes on a level playing field with other asset managers.
Reon Coetzee - CEO
Reon, has been involved in the financial industry since 1994. He held positions with Sanlam, ABSA, and AIMS. Reon was regional sales manager with AIMS for a period of three years, and spent 18 months with ABSA Private Bank.
His qualifications include:
- BA in (Political Science). – University of Pretoria
- Certificate in Investment Planning and Analysis - UNISA
- Post Graduate Diploma in Financial Planning – University of the Free State
- Certified Financial Planner(CFP) and Member of the Financial Planning Institute.
Dean Prigge
Dean has been involved in the financial industry since 1996 and has held post at Nedcor Investment Bank, ABSA Investment
Management Services and Qmalate (Pty)Ltd
His qualifications include:
- BComm - UNISA
- Capital Markets Qualification (Registered Person's Qualification) South African Instutute of Financial Markets.
- Financial Markets Summer School – Beaufort Institute.
Johan Steyn - Member of investment committee
Johan has been involved in the financial industry since 1992. He has held positions with Sanlam, ABSA and Momentum Life over a sixteen year period. He currently heads up Securitas Invest which he joined five years ago. Johan advises on assets of just over R 500 000 000. He is a Registered Financial Planner and a Member of the Financial Planning Institute.
Albert van der Linde - Investment Analyst
His qualifications include:
- B.Comm in Investment Management – University of Stellenbosch
- B.Com Honours Investment Management – University of Pretoria
- RE1