Meaningful relationships lead to lucrative decision-making. It’s as simple as that.
We’re an Authorised Financial Services Provider – with heart. It’s actually at the centre of everything we do. Why? Because we want to offer the best products and services possible and we do that by truly caring about and understanding our clients’ needs. We help them navigate what can be an overwhelming and intimidating world and are with them every step of the way.
YOUR FINANCIAL PLANNERS
GUY GOLAN | CYCLIST | LIVERPOOL SUPPORTER | DAD
Guy, a Director of Portfolio Bureau, received his National Diploma in Business Management from the Cape Technikon and his Postgraduate Diploma in Financial Planning from the University of the Free State. He then studied to become a Certified Financial Planner®. Guy is a member of the Financial Planning Institute of South Africa and has been advising corporate and individual clients since 1993.
TANYA GOLAN | YOGA FAN | COFFEE LOVER | MOM
Tanya, a Director of Portfolio Bureau, began her studies at the University of Cape Town with a Bachelor of Business Science, then completed her Honours in Finance and Economics. She continues to expand her knowledge, with qualifications such as the South African Futures Exchange, and more. She’s an Associate member of the Financial Planning Institute of SA and worked at Investec Bank for six years before joining Portfolio Bureau in 1999.
NORMAN VAN ROOYEN | GOLFER | WINE CONNOISSEUR | CAR ENTHUSIAST
Norman, a Director of Portfolio Bureau, received his Advanced Postgraduate Diploma in Financial Planning from the University of the Free State. He studied to become a Certified Financial Planner® and is a member of the Financial Planning Institute of SA. Norman worked at Sanlam for 12 years and Momentum for 8 years before joining Portfolio Bureau in 2007.
JESSICA GOUWS | GYM BUNNY | FOODIE | EXCEL EXTRAORDINAIRE
After qualifying from the University of Cape Town with a Bachelor of Business Science with Honours in Finance and Economics, Jessica went on to complete her Postgraduate Diploma in Financial Planning from the University of Stellenbosch. She then studied to become a Certified Financial Planner® and is a member of the Financial Planning Institute of SA. Jessica has been with Portfolio Bureau since April 2016.
DANIEL ROELOFSE | GYM ENTHUSIAST | SPORTS COACH | HIKER
Daniel qualified from Nelson Mandela University with a Bachelor of Commerce in Financial Planning in 2018 and received his Postgraduate Diploma in Financial Planning (Cum Laude) in 2018 as well. He’s a Certified Financial Planner® and is a member of the Financial Planning Institute of South Africa. Daniel worked at The Hereford Group, an affiliate of Liberty Group Ltd, for 3 years before joining Portfolio Bureau in 2021.
MEET THE TEAM
Every Portfolio Bureau client has a dedicated Advisor and Assistant who are there for you when you need them. It’s thanks to this passionate support team that we’re able to give you the personalised, always-there treatment that we feel is so important in this industry.
THE DIRECTORS
H. Golan N.Dip.Management CFP® | T.B. Golan B.Bus.Sci.(Hons) AFP™ | N. Van Rooyen Advanced CFP® | G. Diamond B.Com CA(SA) CPA (Israel) | S.J. Hendler CA(SA) B.Com Hons (Taxation) | P.G. Armitage CA(SA) | A.D. Haiden CA(SA)
“OUR CLIENTS DESERVE ADVICE THAT CONSIDERS EVERY ASPECT OF WHO THEY ARE – AND WHO THEY COULD BE.”
TANYA GOLAN, Director.
Investment Planning
Pre-Retirement Planning
Post-Retirement Planning
Estate & Risk Planning
Employee Benefits
Tel: +27 21 419 2277
Fax: +27 21 421 7278
Email: adminpb@portfoliobureau.co.za