Meet the Team
This is your Team section. Briefly introduce the team then add their bios below. Click here to edit.
Director | Independent Wealth Advisor | Financial Life Coach
LISA Perry CFP® | MCSI
Lisa is a CERTIFIED FINANCIAL PLANNER® Professional in South Africa, a Member of the Chartered Institute for Securities and Investments in England and ILS Financial Life Coach.
Lisa holds a B.Comm Investment Management, a Post Graduate Diploma in Financial Planning and an Advanced Certificate in UK Tax for International Clients.
Director | Non-Financial Services Consultant
Ron Hewat
Ron acts as Mentor at PWH Wealth Group and has in excess of 45 years experience in the financial services industry and in general business
Director | Independent Wealth Advisor
Evelyn Doubell CFP®
Add a short bio for each team member. Make it brief and informative to keep visitors engaged.
Meet The Team
Director | Independent Wealth Advisor | Financial Life Coach
LISA Perry CFP® | MCSI
Lisa is a CERTIFIED FINANCIAL PLANNER® Professional in South Africa, a Member of the Chartered Institute for Securities and Investments in England and ILS Financial Life Coach.
Lisa holds a B.Comm Investment Management, a Post Graduate Diploma in Financial Planning and an Advanced Certificate in UK Tax for International Clients.
Director | Non-Financial Services Consultant
RON HEWAT
Ron acts as Mentor at PWH Wealth Group and has in excess of 45 years experience in the financial services industry and in general business
Director | Independent Wealth Advisor
EVELYN DOUBELL CFP®
Evelyn is a CERTIFIED FINANCIAL PLANNER® Professional and holds an Advanced Post Graduate Diploma in Financial Planning. In addition she obtained a Management Development Program Diploma from the University of Stellenbosch Business School.
Paraplanner
SIMBISAI MKUDU FSA™
Simbisai is a FINANCIAL SERVICES ADVISOR™ Professional and holds a B.Comm Financial Planning and a Post Graduate Diploma in Financial Planning.
Paraplanner
KAMOGELO MAHLONG
Kamogelo is an ASISA Academy Graduate and holds a B.Comm Accounting.
Financial Manager
SAMANTHA MCKAY
Samantha holds a B.Comm Acc Hons (Taxation) is a member of SAIT General Tax Practitioner (SA).
Portfolio Administrator
ANGELA LISHI
Angela holds a higher certificate in financial planning.
Data Manager
JANE VILAKAZI
Jane holds the highest qualification in enthusiaim, helpfulness and dedication.