DURBANVILLE FINANCIAL ADVISOR

OTHER COMPANIES REPRESENTED

Petri is a Director and Senior Certified Financial Planner® at BKA Wealth and prides himself on establishing long term relationships built on sustainable solutions. He completed his Post Graduate qualification at the University of Stellenbosch and started BKA Wealth 8 years ago as a CERTIFIED FINANCIAL PLANNER®. He completed his MBA Degree (Master of Business Administration) which also allows him to structure business solutions for SME's and fully understand the complexities of operating in the South African commercial market. His scope of expertise starts with the young professional individual to the successful business owner and retiree.

He started his career at well renowned Boshoff Visser Chartered Accountants and Financial Services. After several years at the group he joined Liberty Life as a financial adviser providing advice on insurance, investments, medical aid and corporate schemes. The constant shift in client needs to a more independent approach to financial services and products made the decision to become independent easy and therefore I joined Lifeforce Financial Services in Sea Point, Cape Town.  BKA Wealth (then Beyers Kotze & Associates) was established in 2012 as a truly independent financial advisory practice with one thing in mind - success of our client. We have partnered with the most successful investment houses and asset managers to structure tailored solutions both locally and offshore. Apart from investment solutions, we have house views on other pillars of financial planning and can provide bespoke solutions on insurance, tax and medical aid.

A Client is the most important visitor on our premises. You are not dependent on us. We are dependent on you. You are not an interruption in our work, but the purpose of it. You are not an outsider in our business, but part of it. We are not doing you a favour by servicing you. You are doing us a favour by giving us the opportunity to exist!

BKA Wealth was established in 2012 as a truly independent financial advisory practice with one thing in mind - success of our client. We have partnered with the most successful investment houses and asset managers to structure tailored solutions both locally and offshore. Apart from investment solutions, we have house views on other pillars of financial planning and can provide bespoke solutions on insurance, tax and medical aid.