Mr. Pretorius endows the company with his varied business expertise and professionalism within the Financial Services Sector. He has a qualification in Wealth Management and has more than 30 years of experience in the Financial Services Sector. During the period 1998 to 2003, Mr. Pretorius was a partner in two brokerages, where he was the Managing member. In 2003 he established Praeto Trading cc and has spearheaded the growth of the company, resulting in it becoming a fore runner in the entry level market. During 2007, Mrs. Keshnee Pretorius was co-opted into the business from the retail sector where she had spent six years as an assistant store manager for Exclusive Books. Her managerial experience was pivotal in this decision, as the company was at the cusp of expanding its staff compliment.
Over the period 2006 to date, the company has been recognized by companies such as AVBOB, Channel Life, Liberty Life, Old Mutual and Sanlam Sky for the significant effort that has resulted in the company becoming one of the largest suppliers of new business in the emerging market divisions of the different companies within the KZN region.
The company is accredited with the Financial Services Board as well as the Council for Medical Schemes. The company adheres to strict guidelines relating to compliance with the various regulatory bodies, and as such, ensures that all staff meets the required minimum criteria as set by the relevant regulatory bodies from time to time. The company works closely with the Insurance Sector Education and Training Authority (INSETA), where we host learners and interns on their behalf.
Our vision is to become the leading Wealth Management Brokerage within our chosen segment of the economy.
To establish a client base that conforms to a mindset of generational wealth creation through a paradigm shift in financial planning.