Katrien FouchéFiduciary Specialist
Katrien is a fiduciary specialist, and she focusses on estate planning and trust-related services. Katrien is an admitted attorney with a BCom (Law), LLB from Stellenbosch University. Katrien further obtained a Post Graduate Diploma in Tax Law (HDip Tax) from the University of the Witwatersrand. Katrien grew up in the Western Cape and on completion of her studies she joined ENSAfrica in Johannesburg, where she spent 3 years gaining experience in banking and finance law, structured finance transactions, as well as local and international tax and corporate restructurings. During this time her interest in private client work in the fiduciary space was sparked by exposure to estate planning, tax planning for individuals and drafting of wills and trust deeds. She joined Maitland Fiduciary Services as a private client services manager in 2016, working with high-net-worth individuals as professional independent trustee, administering trusts, providing estate planning services and drafting of wills and various agreements. To Katrien, family is the most important thing in life. She enjoys spending quality time with her husband and children, baking and taking walks with her dogs.
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Seugnette SchwimFiduciary Specialist
Seugnette studied and obtained her LLB from the Northwest University in Potchefstroom. She started her career under the mentorship and training of specialists in various financial and legal disciplines as panel member and legal advisor at a consulting firm. It is here where her passion for the growing and preservation of wealth for her clients developed into a life mission. Seugnette went on to qualify as a practicing attorney, specializing in the fiduciary field. After spending a short period of time in the corporate sector, it was Seugnette’s holistic approach to dealing with a family group’s assets that fit perfectly into the Wealth Succession methodology that she now actively applies to Carrick Consult Clients as Fiduciary Consultant. As a Director of Schwim Venter Inc., Seugnette guides her clients through the obstacles of Personal and Property law as it pertains to their wealth structure. Seugnette holds an LLM in Estate Law from the Northwest University.
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Leslie SwartFiduciary Specialist
Leslie grew up in northern Kwa-Zulu Natal and left the green mountains of Natal after matriculating to further her studies at North West University. Leslie is an admitted attorney who holds a BCom LLB, a master’s degree in estate planning, is a certified financial planner and fiduciary practitioner of South Africa. Leslie completed her articles at the Legal Aid Board in Potchefstroom, whereafter she became a senior lecturer at North West University and assistant director of the Centre for legal aid and development. Leslie started her migration to the Western Cape in 2004 when she moved to the Garden Route. She spent a number of years in private practice before joining FNB as fiduciary specialist, first in George and then at RMB in Cape Town. Leslie has a passion for her clients and holds herself to the highest standards of service.
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Louis VenterFIDUCIARY SPECIALIST
Louis holds a BCom (Law) degree from the University of the Free State and a post graduate LLB degree through the University of South Africa. He is an admitted attorney of the High Court of South Africa. Louis was the founding director of Citadel Fiduciary Services which he ran for 8 years before taking up leadership roles in RMB Private clients and Maitland South Africa. Louis has a passion for training and mentoring professionals from both the legal and the financial advisory fields. He is an accredited facilitator and assessor in this field of learning development. Louis is an active practitioner with a high-profile client base which has been with him over many years. He credits all that he knows to what his clients allowed him to learn over many years of service to these families
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Ian StrydomMD & TAX SPECIALIST
Ian holds a Bcom (Acc) degree from the University of Potchefstroom as well as a Postgraduate Diplomas in Taxation and Accounting from UNISA. He is a registered Associate General Accountant with SAICA and Tax Practitioner with SARS. Ian completed his Articles at SDK Chartered Accountants and thereafter ventured into the private sector where he worked as financial manager for numerous group entities before moving on to the iFSP group where he runs his Tax Advisory business. Ian loves technology and automation and constantly evolves his systems. Ian combines his tax knowledge, accounting as well as tech skills to provide accurate, fast and cost-effective solutions.
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Jannie is a director and independent consultant with extensive experience in Life Insurance and Bancassurance in South Africa and the rest of Africa. His professional qualifications include being a Fellow of the Actuarial Society of South Africa, a member of the Institute of Directors of Southern Africa and an alumnus of the Insead Business School. Jannie serves as a Council Member of the Actuarial Society of South Africa. Jannie chairs on the Board of Directors of Bidvest Life and is an independent director for AVBOB Mutual Society. He provides independent business and actuarial consultancy services through his own business, having done work with clients such as RGA, Inclusivity Solutions, PPS and Just. The strategic and governance oversight that comes with the board roles are balanced with a strong interest in fintech and digital applications, where he works with both start-ups and established businesses to build out their solutions to customers. Jannie gained an in depth understanding of bancassurance as the Managing Director of ABSA Life from 2011 to 2017, including the oversight of five other life insurance business within the ABSA Group in Botswana, Kenya, Zambia, and Mozambique. Prior to this he spent some 18 years in various product and business development roles in both Liberty Life and Metropolitan Life (now part of the MMI group), mainly in the individual life insurance market.
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