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meet our thought leaders

Warren Wheatley
Warren Wheatley is a Chartered Accountant (CA(SA)) and Certified Financial Planner (CFP) with over 20 years of experience in financial services, wealth management, and investment banking. As Founder and CEO of Altvest Capital, he specializes in alternative investments, SME financing, and creating innovative investment solutions for institutional and retail investors.
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In The Spotlight

A group of graduates with their caps raised
The Capstone Course, introduced in January 2025, represents a transformative shift in the assessment of aspiring CFP® professionals. Designed to simulate real-world financial planning scenarios, the course culminated in the submission of comprehensive financial plans by candidates. A total of 137 candidates registered for the course, with 132 submitting their financial plans. The overall pass rate stood at 42.42%,...

Events

Investment Think Tank 2025

Investment Think Tank 2025

Join the event designed to challenge convention, spark fresh thinking and equip financial advisors with the insights needed to navigate the rapidly evolving investment landscape. Join the Investment Think Tank 2025.
PROpulsion tech 2025

PROpulsion Tech 2025: Lead the Change

Join the only event in South Africa dedicated to exploring how technology is changing financial advice and planning.  Hosted virtually by PROpulsion on the 5th and 7th of August 2025.
Retirement planning workhops by Money Maestros in Middelburg 28 July 2025

Join Money Maestros- ‘Retirement Income Workshops’ on the 28 July 2025, Middelburg

Attend the Money Maestros 'Retirement Income Workshops' on the 28th of July 2025 in Middelburg- Nest Egg To Paycheck: Managing Withdrawals & Avoiding Ruin In Retirement.
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Insights and analysis

Altvest Capital reports strong FY2025 results driven by asset growth and investment performance