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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Redefining wealth: Financial planning for young African professionals in South Africa
A shifting landscape
For decades, wealth ownership in Africa has been shaped by historical injustices, structural inequalities, and cultural nuances that influence how Africans manage...
Protected: A new era of wealth advisory partnerships
As Independent Financial Advisors face mounting operational pressures and shrinking margins, Warwick Wealth introduces a model that redefines sustainability, succession, and success in the modern advisory landscape. Deon Myburgh, Director of Mergers and Advisory at Warwick Wealth explain how.
How having a bias affects your potential returns as an investor
According to Florbela Yates, head of Equilibrium in the Momentum Metropolitan group, lack of diversification and irrational biases affect returns and investors’ long-term investment amounts.
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