Our Core Beliefs
It's all about our clients
We exist because
of our clients
Our business won't exist if it was not for our clients. Our clients look to us for integrated solutions to meet their needs, and to achieve their goals. Our continued existence is dependant on our success in meeting client needs and achieving client goals.
The whole is bigger than
the sum of the parts
We consider all a client's needs and goals and provide solutions to all of these. We believe that the key to successful wealth management is to consider all aspects including tax, risks, and investments. We take a global view and look at a client's entire life cycle in providing solutions. We are capable of managing all a client's investments in all asset classes - liquid or non-liquid, traditional and alternative.
From plan
to action
A plan is only as good as its implentation. Results only come from action. Opportunities must be seized to achieve success. We believe in thorough but quick decision making, followed by decisive action for the implementation of practical solutions combined with practical wisdom. We focus on practical solutions that are implemented and monitored We act with excellence and integrity. We act as one.
The advice & client engagement team
Dennis Mahoney
Financial Advisor CFP®
Dennis is a Certified Financial Planner®, a registered Professional Valuer. He completed his Post Graduate Diploma in Financial Planning (UFS) and BCom Honours in Property Valuation and Portfolio Management (UJ).
Dennis has been in the financial services industry since September 2006. In October 2012, he decided to become an independent advisor after spending two years at Old Mutual and four years at Absa Private Bank. Dennis' role in the family office is to identify and understand each client's individual needs and goals. With our multi-disciplinary team of specialists, he oversees the implementation of proposed plans and solutions. Dennis' passion is implementing succession planning for the first and second -generation business owners to ensure a lasting legacy.
Henk Lindeque
Portfolio Manager
Henk is a CFA charter holder, qualified Chartered Accountant, registered Stockbroker, and holds degrees in Accounting and Risk Management. Henk has more than 10 years of experience in the investment and finance industry ranging from stockbroking, asset management, insurance and pension funds to real estate, tax consulting and related professional services.
Henk started his career in Auditing at PwC, specialising in financial services. Due to his specialised qualifications, he gained experience in the audit of listed and unlisted investments of the large pension funds and investment managers. This included listed investments (stocks, bonds, derivatives, and commodities) and unlisted investments (private equity and properties), in various forms. Later on in his career, he jointly managed the investment portfolio of an insurance company. Henk later joined PSG as head of Securities where he was responsible for the management of the stockbrokers and the trading desks, as well as PSG's lending business. Currently, Henk is one of the directors of Juno Wealth and the head of wealth management at our firm.
The Support Team
Vera O'Reilly
Practice Manager
Vera has been in the financial advice industry since late 2013 after accepting a position as a junior administrator which was supposed to be temporary before transitioning into the world of international politics – her field of study during her years a student at TUKS. However, she enjoyed the challenge and dynamic nature of the industry and now, 7 years later she is still enjoying the daily challenge and the opportunity to impact those she works with.
In the workplace, and at home, Vera is a determined, independent, no-nonsense person who thrives on getting things done right. Her analytical approach in dealing with tasks, projects and people combined with her innate tendency to want to understand the bigger picture and weigh-in on business strategy is what sets her apart from others.
Leyda van Dijk
Short Term Insurance Administrator
Leyda has 9 years of experience under her belt in our industry. She obtained her BTech Office Management & Technology diploma through TUT in 2010 and later, in 2019, she completed a Higher Certificate in Financial Products and passed her Representative Examination. Leyda is a powerful force in the workplace and uses her positive attitude to encourage others and to succeed. Leyda is responsible for all things related to short term insurance in the business.
