JP Du Preez is a Senior Financial Advisor and Private Equity Specialist with over 25 years of industry experience, including eight years dedicated to private equity. Holding qualifications from Moonstone and Milpark (NQF Level 5), he specialises in tailored wealth management, asset structuring, and high-growth private market opportunities for high-net-worth individuals, families, and institutional clients.
Known for his analytical rigor and strong deal execution, JP delivers proactive, market-aligned strategies to maximise portfolio returns. Outside the office, he is an active sports enthusiast and community member based in Pretoria East with his family.
Thato Babedi is an experienced investment professional in the South African financial services industry, specialising in investments and wealth creation. Since beginning his career, Thato has focused on helping individuals and businesses understand investment opportunities and make informed decisions aligned with their long-term financial goals.
Across his career, Thato has built strong expertise in investment planning, private equity, retirement solutions, and client relationship management — combining technical knowledge with a client-centric approach that delivers clear, practical, tailored guidance. As an Investment Consultant at Aluma Capital, Thato specialises in private equity and investment solutions, partnering with investors seeking to grow and preserve wealth through professionally managed strategies. He is particularly passionate about simplifying complex investment concepts, empowering clients to invest with confidence and build a stronger financial future.
Marvin Mokgatla is a Wealth Manager with a passion for helping affluent individuals, families, professionals, and business owners build, preserve, and transition wealth across generations. With extensive experience gained across South Africa and Mauritius, he has advised clients in diverse financial markets and developed a global perspective on wealth creation, investment management, and long-term financial planning.
Having built his career within multinational financial institutions, Marvin has worked with clients whose financial lives extend beyond borders, giving him a deep understanding of international wealth structures, cross-border investments, and the increasingly sophisticated needs of globally connected investors. This international exposure has shaped his ability to provide strategic, forward-thinking advice that balances global opportunities with local market expertise.
Recognising the changing needs of today’s investors, Marvin made the strategic decision to join Aluma Capital as a Private Equity Specialist. His move was driven by a desire to provide his clients with access to alternative investment opportunities beyond traditional banking and wealth management solutions. By specialising in private equity, he is able to offer sophisticated investment strategies that complement conventional portfolios and help clients diversify their wealth through access to carefully selected private market opportunities.
Marvin holds a Bachelor of Commerce (BCom) in Investment Management and Banking from the University of the Free State and has further enhanced his expertise by earning the Certificate in Private Wealth Management from the Chartered Institute for Securities & Investment (CISI) in the United Kingdom. These internationally recognised qualifications reflect his commitment to delivering advice that meets global professional standards.
A firm believer in continuous learning, Marvin is currently completing postgraduate studies in Financial Planning, further strengthening his technical expertise in holistic wealth advice. Looking ahead, he aspires to obtain the prestigious Chartered Financial Analyst (CFA) designation and complete a Master of Business Administration (MBA), reinforcing his commitment to technical excellence, leadership, and innovation within the wealth management profession.
Today, Marvin combines his international experience, institutional wealth management background, and specialist knowledge of private markets to deliver comprehensive solutions that help clients build, protect, and transfer wealth with confidence. His advice is founded on integrity, professionalism, and a genuine commitment to creating long-term value for every client relationship.
Ayanda Sanele Hlengwa is a dedicated and results-driven financial professional with over three years of experience in the financial services industry. Holding a National Diploma from the Durban University of Technology, Ayanda combines academic knowledge with practical expertise to deliver tailored financial solutions that align with clients’ long-term goals.
He specialises in long-term insurance and wealth-building strategies, with a strong focus on life cover, funeral planning, retirement solutions, and tax-free savings accounts. His approach is client-centric, ensuring that each financial plan is structured to provide security, sustainability, and growth over time.
Ayanda’s areas of expertise include financial planning, risk management, client relationship management, and investment advisory. His ability to simplify complex financial concepts and present them in a clear, actionable manner has enabled him to build trust and long-term relationships with clients.
Throughout his career, Ayanda has consistently demonstrated professionalism, strong communication skills, and a commitment to delivering measurable value. His experience in advising individuals on protecting their financial future and growing their wealth positions him as a reliable and knowledgeable advisor in the industry.
In addition to his core competencies, Ayanda holds relevant industry certifications, including RE5 and Class of Business (COB) qualifications across long-term insurance, investments, and short-term insurance. These credentials reinforce his compliance knowledge and technical capability within the regulated financial environment.
Ayanda continues to develop his expertise with the goal of advancing within the financial services sector and contributing meaningfully to clients’ financial success through strategic planning and disciplined execution.
York is an investment and wealth management professional with experience across investment advisory, quantitative finance, systematic trading, and portfolio strategy. His background combines traditional investment principles with a strong interest in quantitative analysis, risk management, and the structuring of investment solutions around individual client objectives.
He currently operates within the investment advisory environment at Aluma Capital, where his focus is on understanding clients’ financial objectives, investment time horizons, income requirements, and risk considerations, and helping guide them toward appropriate investment solutions.
Shero Pillay is an experienced financial-services professional with over 13 years of expertise spanning banking, private banking, lending, and commercial insurance. Starting her career at Nedbank in 2013, she advanced through multiple client-facing roles—including Private Banker and Relationship Manager—before working as a Commercial Insurance Specialist.
Now operating as an independent Financial Advisor and authorised representative, Shero provides advisory and intermediary services for approved investment options. She holds an RE5 certification and a banking qualification (passed with 85%), with deep expertise in FAIS-compliant needs analysis, portfolio development, and client relationship management.
Dovhani Rambau is a seasoned Financial Advisor with more than 17 years of experience in the Financial Services industry. Throughout his career, he has helped individuals and businesses make informed financial decisions that support long-term wealth creation and financial security.
While his primary focus is on investment planning and Private Equity investments, Dovhani provides comprehensive financial guidance across a broad range of financial services. His extensive industry experience and practical knowledge enable him to navigate diverse market cycles and develop tailored strategies that align with each client’s unique goals, circumstances, and life stage.
Having worked with a wide range of financial products and solutions over the years, Dovhani understands the importance of creating sustainable investment strategies that balance growth opportunities with sound financial planning. He is committed to building lasting relationships with clients and helping them achieve their financial objectives through informed decision-making and disciplined wealth management.
Robinson is a strategic and client‑focused Wealth Management Professional with over 10 years of experience in financial advisory services. Robinson has been recognised for delivering holistic financial planning, asset diversification, retirement solutions, and risk‑managed investment strategies for High‑Net‑Worth clients. His advisory approach is grounded in strong compliance knowledge, ethical practice, and a consultative style that prioritises understanding each client’s unique financial goals. Robinson is a consummate professional and is recognized for strong compliance knowledge for ethical advisory practices, and a proven ability to build lasting client relationships.
His strength lies in transforming complex financial concepts into clear, actionable strategies that help clients create, protect, and preserve long‑term wealth. He consistently applies disciplined risk assessment, due diligence, and portfolio structuring to deliver sustainable value and trusted advisory relationships.
Sacred is a dedicated Financial Advisor with over 6 years of experience in the Financial Services industry, specializing in Business Operations, Compliance, and Client Advisory.
Her professional journey has equipped her with a strong understanding of financial governance, operational excellence, and building trusted client relationships.
Passionate about creating long-term value, Sacred is committed to helping individuals and businesses make informed financial decisions that support sustainable wealth creation. She believes that successful investing is built on trust, strategic planning, and a deep understanding of each client’s financial goals.
As part of the team, Sacred strives to empower clients with investment opportunities designed to preserve wealth, generate growth, and secure financial freedom for future generations. Sacred provides independent, client-focused financial advice, helping clients build and preserve wealth through carefully selected investment solutions.
Her approach is centred on understanding each client’s unique financial objectives and developing investment strategies that align with their long-term vision.
Collen Mbombi is based at the Head Office in Pretoria and is always happy to meet with clients across South Africa. Since joining Aluma Capital in September 2020, he has become a valued member of our dynamic Management Team.
He holds a Bachelor’s Degree in Business Administration with a specialisation in Finance and Investments. In addition, Collen has successfully completed the Regulatory Examinations (RE1, RE3 and RE5), as well as the SAIFM Registered Persons Examinations (RPE) for Equity Markets, Bond Markets, and Futures Markets.
Collen is deeply committed to placing his clients’ needs first and consistently strives to act in their best interests. Supported by a dedicated administration team and experienced product specialists, he is well positioned to deliver effective, personalised financial advice and service.
Heimo is a seasoned expert in wealth creation, specializing in Private Equity investment. With previous experience in conventional investment institutions, Heimo made the strategic decision to explore alternative investment opportunities, seeking innovative ways to deliver higher returns. Now at Aluma Capital, he is dedicated to offering clients a full spectrum of investment options, empowering them to achieve long-term financial growth. Heimo combines his extensive industry knowledge with a forward-thinking approach, ensuring that each investment opportunity is aligned with his clients’ wealth-building goals.
With eight years of experience as a dedicated independent financial advisor, Maricel has built her career on the principles of holistic financial planning. Her approach ensures that all aspects of her clients’ financial lives are considered, from investments and savings to retirement planning and insurance needs. Maricel helps her clients create wealth through personalized strategies that align with their long-term goals. A significant step in her professional journey was joining Aluma Capital, a firm specializing in alternative investments. This role allows Maricel to leverage her expertise and passion for comprehensive financial strategies while exploring innovative investment opportunities for her clients.
Growth, Protection and Wealth Creation. These are the sentiments that underpin Anthony’s value proposition and his ability to consistently achieve this in unstable times over his many years in the industry is what separates him from the rest.
With drive, passion and a personalized approach, along with Aluma’s innovative alternative investment options, the road to financial freedom is within reach with Anthony in your sidecar.
Detail-orientated, passionate, and resolute are just a few words that describe Inge Ultimately, putting clients in a better financial position is what drives Inge’s approach to financial planning. The focus is to understand the needs of each individual client and to address these needs by combining the perfect grouping of products to achieve the client’s financial goals. It is of the utmost importance for Inge that her clients understand the product portfolios and that her clients are well informed and educated about their specific investment and risk planning needs.
Inge completed her RE5 Regulatory examination for Representatives and is currently studying towards her higher certificate for Financial Planning through the Milpark Business School.
Jason, a seasoned and trusted financial advisor with over 17 years of entrepreneurial experience across industries, adopts a client-centric approach. He values building trust and enhancing client relationships through the creation of tailored financial plans, fostering relationships which secure their financial futures and lead them on a path to financial freedom.
With expertise in long-term (retirement, life annuity), medium-term (offshore, endowment products), and short-term investment products (flexi invest private equity, CIS products), Jason excels in long-term risk and estate planning, crafting reliable financial protection plans for you and your family.
Determined, disciplined and goal-driven are just a handful of words that are used to describe Strydom Victor.
Strydom works to prove himself as an innovative financial advisor that works to build achievable financial goals with every client, and works relentlessly to be able to help all of his clients overcome financial obstacles and assist them in getting one step closer to financial freedom.
Leon specialises in wealth creation through Alternative and Private Equity investment. Leon always places his customers needs first and is determined and passionate with over 25 years experience as an Financial Advisor. Having owned businesses in the past gives him a wealth of experience in financial management and building wealth. Leon has a passion to unlock different financial avenues tailor made for each individual, Leon will introduce to you the specific product made for your unique situation and your specific risk appetite.
Being part of the Numeral team gives Leon the opportunity to create wealth and offer his clients the full spectrum of investment portfolio options with above average returns.
Barry is an investment advisor specialising in wealth through Private Equity, Fixed Rate Investments and Structured Notes. Barry is JHB based and prides himself with meeting with clients across South Africa.
Barry has an exceptional career in the Media & Advertising industry as well as an Entrepreneur. Over the years Barry has fallen in love with making the most out of his hard-earned money and developed a passion to works closely with his clients to create their own personal long-term wealth.
Joining the Aluma Capital team, gives Barry the opportunity to create wealth for all his clients through managing risk and delivering performing wealth investment portfolio options.
Leonie Nortje is based at our beautiful head office in Pretoria and welcomes any opportunity to meet with clients across the whole of South Africa. Leonie joined Aluma Capital in July 2023 and has more than 16 years’ experience in the industry.
Leonie is passionate about serving individuals, families and businesses by providing them with personalised financial solutions to meet their specific needs and goals. She works in collaboration with her clients, which provides them with the opportunity to make informed decisions and actively participate in their wealth and succession planning. Leonie provides holistic financial advice to ensure that your cover and investment products align with your needs and goals.
With the support of her dedicated administration team and financial product specialists, Leonie is able to provide you with effective customer and financial services.
Evert has been in the financial industry since 2002 and completed his RFP 1 & 2, RE 5 Regulatory examination for Representatives and his Certificate in Financial Planning in Milpark Business School.
He has been involved in numerous businesses in various sectors and has built a vast amount of experience and understanding in these various sectors.
Rowendree Moodley is based on the beautiful Dolphin Coast of KwaZulu-Natal and has been with the Aluma since 2022. Before that, she spent over a decade as a National Sales Manager selling healthcare products to the medical industry, which built an ideal foundation for her work as a financial advisor.
Trustworthiness, attention to detail, good listening skills and great empathy are just a few of the attributes her clients appreciate most. She is supported by a team of devoted administration staff and investment products specialists, whose teamwork and professionalism help her to provide you with the utmost in customer service and wealth creation.
Ro specialises in providing comprehensive financial advice to best assist her clients to not just reach their financial goals but to exceed them.
Johan began his career as a Financial Advisor in 2010, and after more than a decade of experience, has honed his passion for providing clients with the best possible assistance to a fine art. Johan is well-versed in making the right financial decisions and ensuring that clients are left in a better position than before they met.
Johan focusses on building relationships with his clients to guide them along each step of the way through their investment journey, and he always makes certain that his clients are equipped with the newest and best possible solutions the insurance industry has to offer.
It is of utmost importance for Johan that his clients fully understand the products portfolios, and that his clients have been educated about why one needs to have a financial plan and goal and assisting his clients to achieve it.
Greg specialises in wealth creation through Private Equity investment. Greg is determined and passionate with over 24 years experience as an entrepreneur. Having owned more than 4 businesses gives him a wealth of experience in financial management and building wealth. With a passion to unlock different financial avenues, Greg has dealt with a variety of portfolios in procurement, purchase order and business loan finance.
Being part of the Aluma team gives Greg the opportunity to create wealth and offer his clients the full spectrum of investment portfolio options.
Perceptive, detail-oriented, and forward-thinking are just a few words that are most often used to describe Pieter. With more than a decade of experience in the fast-paced financial industry and commercial and corporate banking sector, Pieter has established himself as an innovative financial planner who draws on the vast experience to competently and prudently work with each client to set realistic financial goals, plan towards those goals, and assist in navigating the changing needs and circumstances over time.
Ultimately, putting clients in a better financial position is what drives Pieter’s approach and this is seen in his emphasis on consumer education and understanding of the unique needs of each client. Pieter endeavours to consistently put together the perfect combination of products that will achieve the client’s financial goals; regardless of which phase s/he is in their investment life cycle.
