Investing offshore and how to structure financial plans to suit each clients needs and objective

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Join us for an exclusive round table discussion with four of the country’s top investment and financial planning professionals, focused on
retirement planning and guiding clients to financial independence.
Register today, free of charge, to stay informed of future round table discussions

Expert Panel

Moderator

Warren Ingram, CFP®, Executive Director and Co-founder, Galileo Capital
Warren Ingram

Warren Ingram, CFP®, Executive Director and Co-founder, Galileo Capital

Warren Ingram has been a financial planner since 1996 and CFP® professional since 2005. He was The Financial Planning Institute of Southern Africa (FPI) Financial Planner of the Year in 2011 and the Media Award winner in 2013.

Warren is the author of four personal finance books, Small Changes for BIG Results, Global Investing Made Easy, How To Make Your First Million and Become Your Own Financial Advisor. He hosts the Honest Money podcast and is also a regular guest on 702 Radio/CapeTalk with Bruce Whitfield.

Warren co-founded Galileo Capital Group in 2005 and the Group now has 4 offices in South Africa and has more than R6.5 billion in assets under advice and management.

Email: warren@galileocapital.co.za

Panellists

Barry O’Mahony, CFP® Founder, Veritas Wealth Management
Barry O’Mahony
Hannes Esterhuyse, Regional Manager: Momentum Wealth International
Hannes Esterhuyse
Joanne Banyard, CA(SA), CFA, Associate Director, Sterling Private Wealth (Pty) Ltd
Joanne Banyard

Barry O’Mahony, CFP® Founder, Veritas Wealth Management

Hannes Esterhuyse, Regional Manager: Momentum Wealth International

Joanne Banyard, CA(SA), CFA, Associate Director, Sterling Private Wealth (Pty) Ltd

An independent financial planning practice, in 2004, with the goal of building a Financial Planning company, that focussed on lifestyle financial planning and establishing solid long-term relationships with clients, who can trust that their financial well-being is always

Hannes started his career as an attorney. He gradually discovered that investments and estate planning are much more fun – and fulfilling – than spending time in courtrooms. During the past twenty years, he filled various roles, ranging from legal advisor, business development manager and investment specialist.

Started in the industry in 1997, as an analyst and portfolio manager at Appleton (now PSG) . Joined and founded Mitonoptimal (a DFM) in 2005 and was head of Global Investment strategy until 2020. This role was pivotal in setting the strategic and tactical asset allocation of the global portfolios.