Craig Gradidge, CFP®
Craig holds a BCom (Wits), BCom Honours (UNISA), Post Graduate Diploma in Financial Planning (UFS) and an MBA (UCT).
He is a Certified Financial Planner and is a member of the Financial Planning Institute (FPI).
He is Vice Chairperson of the Investment Competency Committee of the Financial Planning Institute of South Africa. He serves as an Independent Expert on the Investment Sub Committee of Medshield.
He has been in the industry since 1996 and has gained experience at an operational, management and executive level in a number of large financial services companies.
Executive Director and Investment & Retirement Planning Specialist
Kagisho Mahura, CFP®
Kagisho holds a BBusSc (UCT), Post Graduate Diploma in Financial Planning (UFS) and an MBA (Stellenbosch). He was MBA student of the year in 2008, International MBA student of the year finalist and a past winner of the NBMBAA in Atlanta, USA.
He is a Certified Financial Planner and is a member of the Financial Planning Institute (FPI). He was a Financial Planner of the Year Top 10 Finalist in 2013.
In 2015, he was elected Chairperson of the Gauteng Regional Committee of the FPI. He sits on the Board of a leading South African asset management business.
He has been in the industry since 1996 and has gained experience at an operational, management and executive level at Old Mutual and Coronation.
Executive Director and Head of Integrated Wealth Management
Virath Juggai, CFP®
Virath holds a National Certificate in Wealth Management (AFM), Post Graduate Diploma in Financial Planning (UFS) and an Advanced Post Graduate Diploma in Estate Planning and Personal Risk Management (UFS).
He is a Certified Financial Planner and was the Top Student in the CFP® Professional Competency Examinations for 2012.
He has been in the industry since 1998 and has gained experience in a technical and business development capacity in the area of Financial Risk Management.
Virath is a Risk Specialist and has extensive expertise with structuring Risk Cover (Life, Disability and Dread Disease) for individuals as well as Financial Planning for business needs (Buy and Sell Agreements, Key Person Insurance & Contingent Liability).
Risk Specialist
Phala Modise, CFP®
Phala holds an Advanced Post Graduate Diploma in Financial Planning, specializing in Asset Types and Portfolio Management (UFS), Certificate in Risk Management Programme (UNISA) and a Diploma in Chartered Institute of Insurance.
He is a Certified Financial Planner. In 1995 he spent time in New York on a Professional Development Programme which included Strategic Management.
He has been in the industry since 1980 and has been in direct personal financial planning since 1995.
Wealth Manager
Welcome Anderson
Welcome holds a BCom (UNISA) and has completed his level 1 and 5 Regulatory Examinations. He is based at the Durban office and is responsible for advising clients in the KZN and Eastern Cape region.
He has been in the industry since 1998 and has worked as an adviser for a number of wealth management companies. He has extensive experience in retirement planning and has worked with many GEPF clients over the years.
Wealth manager