CLIENTS

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®, PLDA (HBS)

Bruce Deane is a Harvard Business School alumnus, founder and Managing Director of ATOM Capital, and a Director of Affinity Capital Management in South Africa.

He began his career in 2009 through the Standard Bank Wealth Graduate Programme and spent eight years advising Premier and Private Banking clients. He later joined Futurity Wealth Management as a Partner before founding ATOM Capital in 2022.

Bruce holds postgraduate qualifications in Financial Planning and advanced postgraduate studies in Investment Management and Portfolio Construction. He has completed Harvard Business School’s Program for Leadership Development, its alternative to an Executive MBA, further strengthening his expertise in leadership, business strategy and enterprise growth.

Somerset Morkel, CFP®

Non-Executive Director
and Senior Wealth Manager

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 & Head: Administration

OUR TEAM

DIRECTORS

Bruce Deane, CFP®

Director & Wealth Manager

B. Buss. Admin, CFP®, Adv CFP®

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

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

EXPERIENCED AND QUALIFIED
INVESTMENT AND RESEARCH TEAM

Somerset Morkel

Bsc, CFP®
Investment committee member
41 years

Ian Martens

CFP®, B.Compt, H Dip Tax
Investment committee member
31 years

Bruce Deane

Buss. Admin, CFP®, Adv CFP®, PLDA (HBS)
Investment committee member
14 years

Lynette Hall

PGDip. (Hons) Financial Planning
Investment committee member
16 years

Craig Rode

Bcom (Hons), CFP®
Investment committee member
13 years

Renate Potgieter

BSc (Hons), CFA
Investment Consultant
17 years

Nadine van Taak

Bcom (Hons), CA (SA)
Investment Consultant
19 years

Wynand Victor

Bcom, CFA level 2 candidate
Investment analyst
9 years

Dayne Vlok

Bcom, CFA level 2 candidate
Investment analyst
4 years

Zani Harmse

Bcom
Investment analyst
4 years

Megan Bellinger-Witbooi

Bcom (Hons), CFA
Research analyst
10 years

INVESTMENTS

Investments
Behavioural coaching

BEHAVIORAL COACHING

FINANCIAL PLANNING

Financial Planning

BENEFITS OF PROFESSIONAL FINANCIAL ADVICE

Other benefits

OTHER BENEFITS

Tax Planning

TAX PLANNING

INVESTMENTS

Investments

BEHAVIOURAL COACHING

Behavioural coaching

FINANCIAL PLANNING

Financial Planning

BENEFITS OF
PROFESSIONAL
FINANCIAL ADVICE

OTHER BENEFITS

Other benefits

TAX PLANNING

Tax Planning

KEY SERVICE OFFERINGS

TESTIMONIALS

STRATEGIC COLLABORATIONS

Credence
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