Who We Are
At North, we chart your financial course with the same precision and care as a seasoned captain navigating the vast ocean. Our name is our promise: to be your reliable compass in the often-uncharted waters of financial planning. With our Compass strategy guiding us, we voyage through the depths of your financial needs, leaving no reef unexplored.
Our Philosophy: Charting a Course Together
Our approach is comprehensive and anchored in understanding. We set sail with you, focusing on key areas such as shielding your personal treasures, protecting your crew, and plotting a course for your future dreams and aspirations. This full-spectrum analysis ensures we identify both squalls and calm seas ahead, crafting a voyage plan that truly aligns with your envisioned destination.
Meet Our Team
Kobus Kühn
Certified Financial Planner
Kobus is Financial Planner since 2007, CFP with Postgrad Diploma from UFS. Launched "A Slice of Finance" YouTube during COVID. Founder of North, offering personalized financial planning with Compass Strategy. Passionate about empowering others in finance.
Experience:
- Post Graduate Diploma in Financial Planning
- Advanced Post Graduate Diploma Investment Management
Certifications:
Certified Financial Planner (CFP)
Liezel van heerden
Operations
Meet Liezel, the operational powerhouse behind North. With over a decade of industry experience. Liezel plays a pivotal role in North's success. As the liaison between clients, new business, and operations, she ensures seamless day-to-day operations and assists clients with any queries. Liezel's dedication keeps North running smoothly, making her an integral part of our team.
Experience:
- RFP 1
- Wealth Management (In Process)
Certifications:
Graphics design
Henriette Ludeke
Short Term & Medical Aid
Meet Henriette, A.K.A. Hekkie, who joined our team in 2024. Leading the short-term insurance and medical scheme section at North, Hekkie may be new, but her dedication, friendliness, and commitment to continuous learning shine through. She ensures our clients receive the best service by dedicating her time to ongoing training and expanding her knowledge.
Experience:
- Background in accounting
Certifications:
Accounting