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 investing and has a thorough and in-depth comprehension of offshore investment options. Committed to understanding a client’s preferences, Luciano is able to provide tailored solutions to fulfil any investor’s offshore needs.
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 complimentary skillsets.

Suite 107, Heritage House, 20 Dreyer Street, Claremont, 7735
083 444 5056
021 671 6430
021 671 6398
luciano@zainainvest.com

Shareholder & Director / Financial Planning Specialist & Wealth Manager

As a meticulous individual, Wilhelm is recognised for his ability to look at all angles of a client’s financial situation and providing the perfect fit. His conservative nature and sincerity in having the clients’ interests at heart, inspires him to give carefully considered advice, using only well-researched funds to construct a portfolio that is best suited to the client. Proud to have him on board, we are always eager to boast about the fact that he was runner-up in the country, for his Certified Financial Planning™ case study exam.

 MISA Centre Building, 12 Fir Drive, Northcliff Ext 2, 2195
072 726 4713
011 431 0235/6
011 431 0025
wilhelm@zainainvest.com

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 skillset to become a well-rounded financial advisor whom has the ability to give holistic financial planning advice. He believes that trust forms the basis of the financial planning relationship and trust is earned through meeting or exceeding client expectations, consistently.

 MISA Centre Building, 12 Fir Drive, Northcliff Ext 2, 2195
084 588 8339
011 431 0235/6
011 431 0025
carel@zainainvest.com

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 long lasting relationships. He is not only focused on providing the best solutions to clients, but also aims to advise clients in a user-friendly an understandable manner to ensure that the client is comfortable.

 MISA Centre Building, 12 Fir Drive, Northcliff Ext 2, 2195
082 762 6744
011 431 0235/6
011 431 0025
emile@zainainvest.com

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 hard working nature and perseverance has shown that she promises to develop into a skilled financial adviser. While she already possess the necessary administrative skills our senior wealth managers are training and supporting Gugulethu to ensure that these are complemented by a strong advisory foundation.

 MISA Centre Building, 12 Fir Drive, Northcliff Ext 2, 2195
081 557 5406
011 431 0235/6
011 431 0025
gugulethu@zainainvest.com

Ronel previously worked in the legal environment before joining Zaina Wealth in early 2015. She assists with the general operations management of the company, oversees client service and also acts as compliance liaison and FICA officer for the company. Although she is based in the Johannesburg office, Ronel tends to client needs nationally.

 Suite G5A, MISA Centre Building, 12 Fir Drive, Northcliff Ext 2, 2195
011 431 0235/6
011 431 0025
jhb@zainainvest.com

Motswaledi joined the Zaina Wealth Management team during 2017 as a financial planning intern while studying towards a B. Com Honours degree, where she assisted with day-to-day tasks of client and investment administration. She has since taken the role of Offshore client service administrator in our Cape Town office. She is detail orientated and goes the extra mile to ensure that value is added to the service rendered to the client.

 Suite 107, Heritage House, 20 Dreyer Street, Claremont, 7735
083 444 5056
021 671 6430
021 671 6398
cpt@zainainvest.com