“Some entrepreneurs think how can I make a lot of money? But the better way is to think how can I make people’s lives a lot better? If you get it right, the money will come.” – Richard Branson
Chris is the owner of Insurance and Wealth Creation Professionals (IWCP) – a Liberty Affiliate that is leading the way for the new Generation of Financial Planners. He has corporate experience in the industry since 2003, with the last being National Head of Sales at Liberty before deciding to open his own business.
IWCP was established in 2019 with the merger of two well established businesses Liberty Affiliates, Combined Life and Cradle House who have been successfully operating for more than 20 years. With the wealth of experience and new leadership in IWCP we created a unique blend of old school values with innovative thinking. With our core purpose to help change South Africa a policy at the time backed by sound professional advice.
At IWCP we aim in providing Financial Advisors the best platform in the industry that includes Financial Planning Specialist, Tax Consultant, Estate Planning Specialist, Corporate Specialist, Investment Specialist, Marketing Strategy and a strong Administration team.
My focus is on developing and constantly improving this proposition for the dedicated IWCP team to ensure that they can better look after their valued clients
Awards & Achievements:
“There are three kinds of people: those who make things happen, those who watch what happens, those who wonder what happened.” – George Bernard Shaw
George joined Liberty in March 1996 in the then Agency Division and towards the end of 1998 took the step to move into the Entrepreneurial side of the company when Geonet Consulting was formed as a affiliated partner of the Liberty Group.
In July 2023 Geonet joined IWCP to enable further growth for the Financial Advisors and a better value proposition for the clients they are serving.
Liberty Challenge Winner 2011
Liberty Regional Entrepreneur winner – 2014, 2021
“No man can do for another, what that man could do, and should do for himself.”
Prior to joining Liberty in 2007 – Hannes was part of Metropolitan Life. During his stint at the Liberty Group he was a Branch Manager and received the branch manager of the year award in 2012. In January of 2019 Hannes joined IWCP and was an instrumental in the formation of the IWCP group. Hannes’s mission is to be the best and most authentic leader he can be.
“My mission is to change peoples financial futures.”
Ernst started his career with Liberty in the Agency Division in 2008. Having spent 10 years with Agency, when the opportunity arose to be part of an Affiliated Partner of Liberty, he decided to take his practice to the next level and joined IWCP in 2019 as Unit Leader for IWCP Jacaranda Branch.
Ernst is an Financial Planner, Financial Coach and Unit Leader, he believes that the true meaning of being successful as a Financial Planner is a mindset to help people protect what is most important to them. He gets up every morning with a mindset to change someone’s life, and believes that doing what he does gives him peace of mind that people will be financially looked after should any life changing event take place.
Awards & Achievements:
“All the world’s a stage, and all the men and women merely players; They have their exits and their entrances, and one man in his time plays many parts.” – William Shakespeare
Jacques joined Liberty in February 2009 as part of the Liberty Management Academy. He then went on to start his own branch in November 2011 in Pretoria. He earned the Regional Branch of the year award in 2015 and 2017 and also the National Big Branch of the year in 2017. Furthermore, he then formed Resolute Wealth Partners in September 2019 with his partner Johann Nienaber. In January 2020 – Resolute Wealth Partners became part of the IWCP family.
“I make it my mission to provide individuals and families with financial peace of mind.”
Mike started his career in the Insurance Industry in 2001. His responsibilities were in Marketing and Sales Management in various fast-moving consumer goods industries, including McGraw Hill Publishers, United Tobacco, Tongaat Mushrooms and Continental China – South Africa.
In 2008 his Franchise Principal at Cliff Oosthuizen & Associates, Cliff Oosthuizen, tragically passed away and Mike was appointed as Franchise Principle. In the most challenging conditions, the franchise managed to not only keep the group firmly together, but also increased business substantially for the next eleven years.
In 2019 an opportunity presented itself to merge with Combined Life. A new business IWCP (Investment and Wealth Creation Professionals) was founded with Chris Oosthuisen as the CEO and Mike remaining a Team Leader and one of the three founding members.
Mike has always had a passion for people and their potential. His strong point is to focus on helping people to become better at financial planning and to assist clients to become financially independent by proper financial planning.
“To encourage people to die with wonderful memories and not with un-lived dreams.”
Tony joined Liberty on 1st March 1993 as a Financial Adviser after a successful career as an airforce pilot. His career with Liberty has been varied, having assisted in the development and marketing of Liberty’s first version of the Blueprint Financial Needs Analysis. This was followed by being appointed as the Regional Development Manager for the Sandton Region and, in addition, has managed four Liberty Agency Branches. In 1995, Tony opened a Liberty Franchise in Nelspruit, Mpumalanga and in March of 2020 amalgamated the Franchise with the IWCP Group. He is the owner and Franchise Principal of IWCP Mpumalanga. Tony has a strong desire to enable everyone he comes into contact with, to realise their dreams and to thereby create lasting memories.
“When you’re surrounded by people who share a passionate commitment around a common purpose, anything is possible. ” – Howard Schultz
As a proud member of the IWCP leadership team Rene is tasked with the critical role of managing IWCP Cedarwood – a team of professionals. A team who believe in being exceptional whilst putting the customer at the heart of what they do. At IWCP, our people are our biggest resource. They have the ability to connect with clients in a unique way and help them achieve financial freedom. Her sterling career , which demonstrates a wealth of experience in the field and professional qualifications to match allow her to perform her duties to the fullest. Postgrad diploma in Financial Planning.
“My mission is to help others achieve their financial goals.”
Johann, a seasoned professional holding the esteemed position of Franchise Principal at IWCP Resolute, where he serves as a Senior Financial Advisor. Johann’s illustrious career in the financial industry commenced in September 2010 when he embarked on his journey with Liberty. His dedication and commitment to his craft have propelled him to new heights, culminating in his pivotal role within the IWCP Leadership Team, which he joined in September 2019.
At his core, Johann is driven by a profound mission: to assist individuals and businesses in realizing their financial aspirations. His approach is marked by a relentless pursuit of understanding his clients on a deep level, enabling him to craft meticulously tailored financial blueprints that align with their unique objectives. Furthermore, Johann possesses an innate ability to demystify complex financial concepts, making them accessible and comprehensible to his clients.
As a trusted Advisor, Johann goes the extra mile, delivering personalized financial solutions that not only address his clients’ goals but also cater to their specific needs and risk considerations. With Johann by their side, clients can rest assured that they have a dedicated partner committed to their financial success. Johann’s unwavering dedication and expertise make him a pillar of support for those striving to achieve their financial dreams.
“Dream big. Start small. But most of all, start.” – Simon Sinek
Peter started his career with Liberty in 1996 when he joined the Corporate Benefits division as a Consultant. In 2007, Peter moved to the Agency Leadership team focusing on New Person Development within Liberty’s Tied Distribution Channel, here he was responsible for establishing new operations and developing new Financial Advisers. Peter expanded his scope in 2011 where the focus shifted to the support and management of more established Consultants. In 2021, Peter took the opportunity to join IWCP as a Franchise Principal in Kwa-Zulu Natal to grow and develop Financial Advisers according the IWCP values and principles.
“Planning is bringing the future into the present, so that you can do something about it now” – Alan Lakein
Quintin’s father was medically boarded in 2011 and passed away in 2012. The difference a R529 per month Liberty life policy made to his parents’ lives, moved him to join Liberty in April 2016 after 17 years with Standard Bank. He was appointed as Unit Leader of North West Franchise (an affiliate of Liberty) in July 2016. In January 2020 North West Franchise amalgamated with IWCP and Quintin is now Unit Leader of IWCP North West in Rustenburg. He wholeheartedly believes in what he was told by his Liberty mentor Hannes Strooh when he first started at Liberty: “We look after widows, orphans and pensioners…”
”Never get tired of doing little things for others. Sometimes those little things occupy the biggest part of their hearts” – Snoopy
Walle joined Liberty in May 2007 – prior to that he was an operations manager at Afri Themba Leisure. Walle joined the IWCP tribe in January 2020 as a professional Financial Advisor and unit leader of IWCP Mpumalanga. Walle assists his clients to achieve their financial goals for themselves and their families. He has a wealth of experience in the Corporate Retirement Fund, Medical Aid Fund and Business Assurance environment. By providing needs based advice and solutions to create a balance between risk management, estate planning, investment and tax strategies he helps his clients protect and achieve their financial goals.
I am passionate about minimizing the wealth inequality gap and I believe that financial literacy is a must, to make this a reality.
Prior to joining Liberty, Tsungai worked in various roles at a leading global news, data and analytics company called Bloomberg. While at Bloomberg, she helped to improve on the credibility and quality of data for the EMEA region. She was responsible for ensuring that the integrity of the data that would be used provided clients with the best value possible. She was also accountable for building and managing stakeholder relationships. While at Bloomberg, she pioneered various employee well-being initiatives aimed at ensuring employees were mentally and physically looked after. One of her proudest moments was championing the release of a Funds Newsletter aimed at improving the visibility of African fund managers. The resounding success of this project resulted in similar projects being rolled out in Asia, Europ and the Americas of which she then led these initiatives.
“Be the change you want to see in the world.” – Mahatma Ghandi
Deirdre joined Liberty in 2001 as a Financial Advisor, first in Rosebank and then in Bruma Agency. She worked in the field for 6 years before deciding to become an Agency Manager. Deirdre joined the IWCP group in February 2021 as the Operations Manager where, amoungst other responsibilities, she is responsible for compliance . Deirdre’s mission is to support the IWCP leadership to run not only the best and most professional teams of advisers, but also to create and maintain a culture of compliance – doing the right thing, right!
“One of the best prizes that life offers, is the chance to work hard at work worth doing” – Theodore Roosevelt
Schanley joined Liberty Agency Division in 2013 as a financial advisor & in 2018 her passion for the industry and for people led her to mentoring the advisors new to the industry. She joined IWCP in 2021 as the Unit Manager for IWCP Willows. People is her passion. Establishing a mutual trust relationship through open & clear communication, understanding her clients financial situation & providing assistance in attaining their financial goals & needs, with a suitable, personalised financial plan, is what she does best.
Success is no accident, its hard work, perseverance, studying, sacrifice and most of all, love of what you are doing!!!
Deon started his career in the Financial Services Industry in the year 2000. Have been with the likes of Sanlam, Momentum being a Marketing Advisor and later a Relationship Manager.
Joined a Liberty Franchise Geonet Consulting in 2012 as a Financial Advisor and in less than 3yrs became a Branch Manager. He has a wealth of Industry knowledge and experience and loves sharing it with the new Financial Advisors joining his team. Geonet Consulting is now also part of the IWCP Group namely IWCP Geonet.
He is very passionate about his clients, changing their lives one day at a time. He’s greatest pleasure comes from paying out a claim and experiencing his client’s gratitude.
RE 5 – Regulatory Examinations
NQF 5 – Higher Certificate in Wealth Management
“When we help ourselves, we find moments of happiness. When we help others, we find lasting fulfilment.” – Simon Sinek
My journey in the financial industry began in 2017 when I embarked on a career as a tied Financial Advisor at Discovery. During my time there, I honed my skills and gained invaluable experience, laying the foundation for what would become a successful career in the financial world.
As I continued to grow, I made the leap into the independent space, affiliating myself with industry giants such as Sanlam, Old Mutual, Liberty, Discovery, Momentum, and Brightrock. This transition allowed me to broaden my horizons and work with a diverse range of clients and product offerings, further deepening my expertise in the field.
In January 2023, I took the next step in my journey by joining IWCP as a Unit Leader. This exciting opportunity has allowed me to leverage my industry experience and passion for finance to lead and support a team of talented Financial Advisors. Personally, I strive to help people, educate the youth, and build a Care Community, by assisting my clients and the people they care about with Financial Coaching and Financial Planning.
“Respect is earned. Honesty is appreciated. Trust is gained. Loyalty is returned”
Liezl Joined Liberty in February 2011, she was appointed as a Unit Leader at a Liberty Franchise in October 2019, she is a Certified Financial Planner and registered as at the FPI. She is devoted to her team and she loves to see them flourish and be successful.
Our Insurance & Wealth Creation Professionals focus on making your dreams a reality by making the complex decisions around Financial Planning simple.