- Atom Capital

ABOUT US

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WHO
WE ARE

Much can be said about a person that can answer questions. But so much more can be learned from one who questions the answers.

They push boundaries, interrogate common sense, and look for better, unexplored ways to make headway where others couldn’t. While others may think something impossible, they quietly get on with the task at hand, exploring every facet of the impossible until the problem screams ‘I’m possible’. This is often excused as ‘luck’, ‘intuition’ or ‘insight’; perhaps even something that was ‘inspired’, but we see it as the result of due diligence. Because we believe that if you reverse engineer success, you’ll find its achievement is in the details. So that is our goal. We take care of every detail of your financial planning so that your bigger picture can be that much more refined, more tangible, more accessible. We dissect the vision into achievable goals, define the needed steps, and then we act. Checking and double checking the process. Scrutinising, improving and tweaking the plan as we go.

OUR TEAM

DIRECTORS

Bruce Deane, CFP^®

Director & Wealth Manager

B. Buss. Admin, CFP^®, Adv CFP^®

About Bruce

Bruce began his corporate career in the Standard Bank Wealth Graduate Programme in 2009, one of a select group of University graduates. Having completed a Bachelor’s degree prior to his Standard Bank journey, Bruce followed that up with post-graduate studies in Financial Planning and Advanced post-graduate studies in Investment Management & Portfolio construction. Bruce spent 8 years with the Standard Bank Group, delivering Wealth, Investment & Fiduciary advice to its premier, Private clients, segment. In December 2017 Bruce joined a privately owned Wealth Management business in a Partner capacity. Late 2022, Bruce established ATOM Capital, an independent Wealth Management & Financial Advisory business.

Somerset Morkel, CFP^®

Non-Executive Director
and Senior Wealth Manager

About Somerset

Somerset attended Wits University and obtained a BSc degree in 1978 and a H.Dip Education in 1979. After a short stint as a Maths teacher, he joined the financial services industry in 1982 and shortly thereafter set up an independent financial planning business, SWM Financial Services cc. He shortly discovered that his passion was holistic planning for private individuals, which included estate planning, retirement planning and general financial planning. In 1986 he studied for and passed the exams required to qualify as a Fellow of the Institute of Life and Pension Advisers. This institute amalgamated with the Financial Planning Institute and Somerset was awarded the Certified Financial Planner (CFP^®) mark in 1996.

In 2004, Somerset sold his business and operated outside the financial services arena until April 2009, when he joined Alexander Forbes FPC as a wealth manager. Three and a half years later, in October 2012, he incorporated an independent financial planning company which became Serala Wealth Managers (Pty) Ltd. This new step has given him the ability to realise his dream – guiding a team that specialises in holistic financial planning for private individuals and assisting them to attain their goals and ambitions.

He is married to Lynn and has two daughters, Donna and Penny. His passions are rock-climbing and mountaineering, folk guitar, holistic financial planning and life in general.

ASSOCIATES

Ian Martens

Wealth Manager

Craig Rode, CFP^®

Wealth Manager

Katleho Khatlisi

Wealth Manager

Deanu Murray

Wealth Manager

ADMIN TEAM

Rosanna Couto

Head: Operations

Mapule Hoboyi

Paraplanner & Senior Administrator

Priscilla Makua

Junior Administrator

OUR TEAM

DIRECTORS

Bruce Deane, CFP^®

Director & Wealth Manager

B. Buss. Admin, CFP^®, Adv CFP^®

About Bruce

Bruce began his corporate career in the Standard Bank Wealth Graduate Programme in 2009, one of a select group of University graduates. Having completed a Bachelor’s degree prior to his Standard Bank journey, Bruce followed that up with post-graduate studies in Financial Planning and Advanced post-graduate studies in Investment Management & Portfolio construction. Bruce spent 8 years with the Standard Bank Group, delivering Wealth, Investment & Fiduciary advice to its premier, Private clients, segment. In December 2017 Bruce joined a privately owned Wealth Management business in a Partner capacity. Late 2022, Bruce established ATOM Capital, an independent Wealth Management & Financial Advisory business.

Somerset Morkel, CFP^®

Non-Executive Director
and Senior Wealth Manager

About Somerset

Somerset attended Wits University and obtained a BSc degree in 1978 and a H.Dip Education in 1979. After a short stint as a Maths teacher, he joined the financial services industry in 1982 and shortly thereafter set up an independent financial planning business, SWM Financial Services cc. He shortly discovered that his passion was holistic planning for private individuals, which included estate planning, retirement planning and general financial planning. In 1986 he studied for and passed the exams required to qualify as a Fellow of the Institute of Life and Pension Advisers. This institute amalgamated with the Financial Planning Institute and Somerset was awarded the Certified Financial Planner (CFP^®) mark in 1996.

In 2004, Somerset sold his business and operated outside the financial services arena until April 2009, when he joined Alexander Forbes FPC as a wealth manager. Three and a half years later, in October 2012, he incorporated an independent financial planning company which became Serala Wealth Managers (Pty) Ltd. This new step has given him the ability to realise his dream – guiding a team that specialises in holistic financial planning for private individuals and assisting them to attain their goals and ambitions.

He is married to Lynn and has two daughters, Donna and Penny. His passions are rock-climbing and mountaineering, folk guitar, holistic financial planning and life in general.