Our People

Bernard De Wet
Director
Details
Kerry Ballantyne
Director
Details
Michelle De Wet
Financial Adviser
Details
Dup Bouwer
Financial Adviser
Details
Lily Yang
Financial Adviser
Details
Annemarie Pitel
Practice Manager
Details
Bernard De Wet
Director

Bernard started his career in the insurance industry after finishing his university studies. In South Africa he built and ran his own insurance brokerage providing advice in personal risk, annuities and short-term insurance. In 2009 when he immigrated to New Zealand with his wife Michelle and 4 children and shortly after set up practice. He has a wealth of experience and knowledge in both the personal and business insurance areas and is committed to providing the best service to his clients, placing their interests first. Download disclosure statement here.

Kerry Ballantyne
Director

Kerry has a wide background and experience in Human Resources, I.T. Systems and Project Management. He has utilised these skills when working with clients. His mantra is “Knowledge is Power”, and by providing clients with the Knowledge it gives them the Power to make the choices that are best for them. This philosophy extends into his personal life where he is active in education and mentoring. Download disclosure statement here

Michelle De Wet
Financial Adviser

Michelle De Wet has been a Fire and General / Commercial broker since 1994. Since moving to New Zealand in 2009, she qualified to provide advice in the Personal Risk, General Insurance and Mortgages. Being a mother of four she is passionate about family and is always looking at how things can be done differently to achieve the best results. Michelle's mantra is "Integrity, Expertise and Service", she will always go the extra mile for clients. Download disclosure statement here

Dup Bouwer
Financial Adviser

Dup has an extensive business background having held key roles in businesses based in South Africa, UK and New Zealand. His focus is primarily the SME market but is equally happy to assist individuals and families in protecting their future financial security. Family is key in Dup’s life and he loves being the king (when his wife and 3 daughters let him). Download disclosure statement here.

Lily Yang
Financial Adviser

Hailing from mainland China, Lily has been in the New Zealand financial services industry since 2016. She has an extensive background in health care services, this experience has given her an appreciation for what can go wrong in people’s life’s and the importance of providing quality advice and assistance to protect clients through their life journey. She is fluent in English and Mandarin. Download disclosure statement here

Annemarie Pitel
Practice Manager

Annemarie joined as practice manager in August 2017 and brings with her many years of valuable knowledge. She started out in the insurance industry in 1989 with Momentum Life in South Africa. Since then she has gained extensive administrative experience in financial services through her work with life insurers in South Africa and brokerages in New Zealand. She is highly organised and knowledgeable and keep the rest of us in line. In most cases it will be her friendly voice you hear when you ring our office. Download a copy of Annemarie's disclosure statement here.