Our Team

Advisors

Gerrie joined the Financial Services industry in 1987. His career began with AA Life and he later moved to Sanlam in 1990. After a brief period with Sanlam, Gerrie decided to start his own business and SPI Wealth (Formerly known as Affluence Group) was inaugurated. The business grew steadily from a one-man operation to the current staff complement of 12 people. As SPI Wealth (Formerly known as Affluence Group) grew over the years, the decision was made to dissect the business into specialised business units comprising Healthcare, Short-term Insurance, Employee Benefits, Life Assurance, Investments, Accounting & Tax and Fiduciary Services. Diversification has been a major driver within the business philosophy and will continue as a cornerstone of the business. Gerrie has a certificate in Healthcare for Advisors and has passed both the RE 5 & RE 1 exams as stipulated in the FAIS Act.

CA(SA) | CFP ® | MCom Tax

Jacques is a Director and shareholder of SPI Wealth (Formerly known as Affluence Group), specialising in Investments and Estate Planning. He gained valuable experience working for PWC and ABSA. He completed his Masters in Taxation whilst at PWC and in 2014 obtained his CFP® qualification, TOP of his class. Jacques has extensive experience in the Financial Services Industry, and owing to his entrepreneurial mindset, has also established a number of successful startup businesses. With his knowledge of Investments and business structures he can thoroughly evaluate each client’s portfolio and provide qualified personal advise.

CA(SA) | CFP ®

Heinrich is a Director and shareholder of SPI Wealth (Formerly known as Affluence Group) and based in Nelspruit. He specialises in Investments and Estate Planning. He has extensive experience in the Financial Services Industry, including working for industry giants PWC and Sanlam. Heinrich spent four months in the United Kingdom working with some of the largest asset management companies in the world. Heinrich grew up in Bloemfontein and graduated from the University of the Free State. He strives to add value to each client he works with, not only on a financial level, but also on a personal one. He accomplishes this by having a unique and fresh outlook on the financial services industry, finding innovative ways to approach client needs.
SPI wealth | Service, Impact, People | Financial Advisors Nelspruit | Financial Planners Nelspruit - Werner Kriel

Werner is an independent financial advisor with SPI Wealth (Formerly known as Affluence Group) and is based in our Centurion office. Werner grew up in Pretoria, graduated from the University of Stellenbosch and qualified as a Chartered Accountant. He gained valuable experience in the financial services industry by working for firms such as PwC and Deloitte Consulting. He has extensive experience in the academic and business environments and specialises in the fields of investments, risk and estate planning.  Werner’s passion is the financial well-being of his clients, assisting them in achieving their life goals by implementing a holistic financial planning approach.

Juan started his journey with SPI Wealth (formerly known as Affluence Group) in 2021. He completed his Honours in Economics at the North-West University in 2020. His primary focus is to provide his clients with sustainable and holistic financial planning, while specialising in Short-term and Life insurance. He aims to help young professionals consolidate their financial needs and to ensure they reach their financial goals.

Short Term Insurance

Support Staff

Claudette Fouche

Ruda van der Westhuizen

Fikile Tau

service . people . impact

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