The financial services experts
Offering you impartial advice based on your experience
Find out more about the team at ZWM. Specialist financial advisers with your best interests at heart. Speak to us about our sound investment strategies and advice.
specialised skillsets
A team of highly qualified advisors
- We have a team of professional, highly-qualified advisers, whom each
have a minimum of a relevant Honours degree or post-graduate diploma. - Each of our senior advisers
have a unique skillset and area of expertise, which has been honed through experience continued learning. - Using a collaborative effort, advisers work together to give you comprehensive investment solutions, while interfacing with support staff to ensure it is well implemented.
Our Team of experts
Independent Financial Advisors

Luciano Zaina
- Executive Master of Business Administration
- B.Com Hons Economics
Read more about Luciano Zaina
Director & Offshore Specialist
Luciano is most comfortable in the offshore space where he has worked since the late 90’s. He is passionate about foreign
Luciano’s desire is to ensure his clients always receive outstanding advice. He understands that no one advisor can master everything and he is focussed on building a business of professionals with
Suite 107, Heritage House, 20 Dreyer Street, Claremont, 7735
083 444 5056
021 671 6430
021 671 6398
luciano@zainainvest.com

Wilhelm Tempelhoff
- B.Com. Finance (Cum Laude), B.Com. Hons Financial Planning (Cum Laude)
- Certified Financial Planner (CFP™)
- Higher Diploma in Tax Law
Read more about Wilhelm Tempelhoff
Shareholder & Director / Financial Planning Specialist & Wealth Manager
As a meticulous individual, Wilhelm is
MISA Centre Building, 12 Fir Drive, Northcliff Ext 2, 2195
072 726 4713
011 431 0235/6
011 431 0025
wilhelm@zainainvest.com

Carel Marx
- Post Graduate Diploma in Financial Planning Law
- B.Com. Hons Investment Management
- B.Com. Finance
Read more about Carel Marx
Shareholder & Wealth Manager
Carel comes from an investment background and has extensive experience in investment analysis both locally and offshore. Carel has over the years expanded his
MISA Centre Building, 12 Fir Drive, Northcliff Ext 2, 2195
084 588 8339
011 431 0235/6
011 431 0025
carel@zainainvest.com

Emile Venter
- Post Graduate Diploma in Financial Planning
- B.Com. Finance
Read more about Emile Venter
Financial Planner
Emile joined the Zaina Wealth Management team in October 2016. He previously acted as a financial adviser in the banking sector. Emile has experience in providing clients with local investment and long-term insurance advice. As an extroverted, people’s person Emile forms solid connections with clients that grow into
MISA Centre Building, 12 Fir Drive, Northcliff Ext 2, 2195
082 762 6744
011 431 0235/6
011 431 0025
emile@zainainvest.com

Gugulethu Maseko
- B.Com. Finance
Read more about Gugulethu Maseko
Registered Financial Planner
Gugulethu joined the Zaina Wealth Management team during 2015 as a financial planning intern while studying part-time towards a B.Com Honours degree. She is currently acting as a financial adviser under supervision while completing the requirements in terms of the FSB and the FAIS Act.
Although Gugulethu is at the beginning of her career, her diligent
MISA Centre Building, 12 Fir Drive, Northcliff Ext 2, 2195
081 557 5406
011 431 0235/6
011 431 0025
gugulethu@zainainvest.com
Our Team of experts
Operations & Client Service Professionals

Ronel Nortjé
- B.A. (Law), LL.B. Post Graduate Diploma in Drafting and Interpretation of Contracts (Cum Laude)
- Certificate in Money Laundering Control
Read more about Ronel Nortjé
Suite G5A, MISA Centre Building, 12 Fir Drive, Northcliff Ext 2, 2195
011 431 0235/6
011 431 0025
jhb@zainainvest.com

Motswaledi Manamela
- B.Com. Finance
- B.Com. Hons Financial Planning
Read more about Motswaledi Manamela
Suite 107, Heritage House, 20 Dreyer Street, Claremont, 7735
083 444 5056
021 671 6430
021 671 6398
cpt@zainainvest.com
Our Team Values
We work together to offer clients: Independent, impartial advice, Client-centric, personalised service, Professionalism, an attitude of respect for the client’s values, and Fully transparent costs.
“Diversified, Respected Wealth Management Firm with Over 15 Years’ Experience.”