Suzean is a CFP® professional. Certified Financial Planner® certification is the only globally recognized mark of professionalism for financial planning.
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CONTACT NUMBER: | 021 914 9646 |
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Tyger Waterfront, Waterfront Terraces Block 2 Carl Cronje Drive, Bellville |
WEBSITE: | https://www.brenthurstwealth.co.za VISIT WEBSITE |
Suzean Haumann is a Certified Financial Planner®️ and a registered member of the professional body, the Financial Planning Institute of South Africa. She has experience in various aspects of financial planning and focuses on investment and retirement planning as well offshore investment, being qualified as a foreign exchange consultant for the company.
Suzean is the head of the Tygervalley branch, in Cape town and also one of Brenthurst Wealth’s Key Individuals. She is fully qualified to give advice on all investment matters.
Brenthurst Wealth was announced as the Top Boutique Wealth manager in SA in 2020 and 2017, runner-up in 2016, top three in 2018 and in the top four in 2021 in the Intellidex Wealth Manager and Private Bank Award. The company has eight offices countrywide and one international office in Mauritius, providing independent financial advice from experienced and highly qualified financial advisors.
Brenthurst has a predominately high-net-worth client base consisting of individuals, companies and trusts. It provides comprehensive financial planning solutions which include retirement planning, tax planning, investment planning, direct offshore investment, risk planning, a foreign exchange service, wills and estate planning.
The company was established in 2004 and has an established track record of providing exceptional service to clients, maintaining a high client retention rate.
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