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Maria Smit

Maria Smit

Brenthurst Wealth

FSP no: 7833      |   FPI no: 179654  
CFP®

Maria is a CFP® professional. Certified Financial Planner® certification is the only globally recognized mark of professionalism for financial planning.


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Contact information

 
 
0796966860 / 0123478240
 
Block E, Castle Walk Corporate Park Nossob Street, Pretoria
 
https://www.bwm.co.za/

About

MARIA joined Brenthurst Wealth in 2019. She is a CERTIFIED FINANCIAL PLANNER®️ professional, a member of the Financial Planning Institute of SA and is fully qualified to give advice on all investment matters.

She has been in the financial services industry since 2015, working as a liaison between Financial Advisers and clients, assisting in all financial planning related duties.

Maria obtained a BCom Economics degree from the North West University’s Potchefstroom Campus. She also obtained her Postgraduate Diploma in Financial Planning from the University of the Free State in 2019 and is fully qualified to give advice on all investment matters.

Maria is a CERTIFIED FINANCIAL PLANNER®️ professional, a member of the Financial Planning
Institute of SA and is fully qualified to give advice on all investment matters.

Company info

Brenthurst Wealth was announced as the Top Boutique Wealth manager in SA in 2020 and 2017, runner-up in 2016, top three in 2018 and in the top four in 2021 in the Intellidex Wealth Manager and Private Bank Award. The company has eight offices countrywide and one international office in Mauritius, providing independent financial advice from experienced and highly qualified financial advisors.

Brenthurst has a predominately high-net-worth client base consisting of individuals, companies and trusts. It provides comprehensive financial planning solutions which include retirement planning, tax planning, investment planning, direct offshore investment, risk planning, a foreign exchange service, wills and estate planning.

The company was established in 2004 and has an established track record of providing exceptional service to clients, maintaining a high client retention rate.

Maria on Moneyweb

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Maria's views

What is more important – saving for retirement or your child’s education?

5 Oct 2023
Retirement savings should always be prioritised, and if you still have extra cash left over, you can set aside some funds for your children's schooling. ...

Sticking to the basics of investing

2 Jun 2023
A quick review of asset classes. ...

Secrets financial planners want you to know

30 Mar 2023
Successful investing requires a long-term perspective, patience, and a focus on steady, sustainable growth over time. ...

Overcontributing to an RA could be a good thing

3 Mar 2023    1
Overcontribution can be used to reduce or even neutralise the amount of tax paid on living annuity income payments. ...
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