ABOUT US
WHO WE ARE
ABOUT US
At WMD Financial Services, we help individuals, families, professionals and business owners build, protect and preserve their wealth through personalised financial planning. Based in Wellington, Western Cape, we provide independent, client-focused advice across investments, retirement planning, insurance, medical aid, estate planning and tax-efficient wealth strategies. Our goal is to simplify complex financial decisions and give our clients confidence in every stage of their financial journey. WMD is an authorised Financial Services Provider (FSP 42797).
HOW WE STARTED
OUR history
WMD Financial ServicesFounded in 2010, WMD Financial Services was established with a simple mission: to help clients build, protect and transfer wealth through trusted, independent financial advice. We believe that successful financial planning is about more than products—it’s about understanding your goals, creating a clear strategy and partnering with you throughout every stage of life. Our commitment is to provide objective advice, long-term relationships and financial confidence for generations to come.
With over 50 years of combined experience in financial planning and wealth management, we have helped professionals, business owners, families and high-net-worth individuals make informed financial decisions with confidence. Our expertise spans investment planning, retirement planning, estate planning, tax-efficient wealth structuring, risk management and business assurance.As an independent financial advisory practice, we work with South Africa’s leading investment managers and insurance providers to ensure every recommendation is tailored to our clients’ unique objectives rather than being limited to a single product provider.
OUR VISION
Our vision is to be one of South Africa’s most trusted independent wealth management firms, empowering individuals, families and business owners to achieve lasting financial freedom through exceptional advice, disciplined planning and long-term partnerships.
OUR MISSION
Our mission is to provide personalised, independent financial planning that helps our clients grow, protect and transfer their wealth with confidence. By combining expert advice, tailored solutions and ongoing guidance, we strive to simplify financial decisions and create measurable value at every stage of our clients’ financial journey.
WHO WE ARE
MEET THE TEAM
Martin van Zyl
Director
Danie van Zyl
Director
Ian Conradie
Independent Financial Advisor
Jaco Huddlestone
Short Term Insurance Specialist
Andries Stephan
Independent Financial Advisor
Jolene Marais
Administrative
Manager
Christa Hickman
Administrative
Support
Elria Swarts
Medical Aid & Gap
Cover Specialist
Francell Pitout
Administrative
Support
Jayricko van Wyk
Administrative
Support