SPECIALISED SKILLS.
FAMILY MINDSET.
Meaningful relationships lead to lucrative decision making.
We’re an Authorised Financial Services Provider – with heart. It’s actually at the centre ofeverything we do. Why? Because we want to offer the best products and services possible andwe do that by truly caring about and understanding our clients’ needs. We help them navigatewhat can be an overwhelming and intimidating world and are with them every step of the way.
Meaningful relationships lead to lucrative decision making.
We’re an Authorised Financial Services Provider – with heart. It’s actually at the centre ofeverything we do. Why? Because we want to offer the best products and services possible andwe do that by truly caring about and understanding our clients’ needs. We help them navigatewhat can be an overwhelming and intimidating world and are with them every step of the way.
Your financial planners.
GUY GOLAN
Guy, a Director of Portfolio Bureau, received his National Diploma in Business Management from the Cape Technikon and his Postgraduate Diploma in Financial Planning from the University of the Free State. He then studied to become a Certified Financial Planner®. Guy is a member of the Financial Planning Institute of South Africa and has been advising corporate and individual clients since 1993.
TANYA GOLAN
Tanya, a Director of Portfolio Bureau, began her studies at the University of Cape Town with a Bachelor of Business Science, then completed her Honours in Finance and Economics. She continues to expand her knowledge, with qualifications such as the South African Futures Exchange, and more. She’s an Associate member of the Financial Planning Institute of SA and worked at Investec Bank for six years before joining Portfolio Bureau in 1999.
NORMAN VAN ROOYEN
Norman, a Director of Portfolio Bureau, received his Advanced Postgraduate Diploma inFinancial Planning from the University of the Free State. He studied to become a Certified Financial Planner® and is a member of the Financial Planning Institute of SA. Norman worked at Sanlam for 12 years and Momentum for 8 years before joining Portfolio Bureau in 2007.
JESSICA MALLACH
After qualifying from the University of Cape Town with a Bachelor of Business Science with Honours in Finance and Economics, Jessica went on to complete her Postgraduate Diploma in Financial Planning from the University of Stellenbosch. She then studied to become a Certified Financial Planner® and is a member of the Financial Planning Institute of SA. Jessica has been with Portfolio Bureau since April 2016.
DANIEL ROELOFSE
Daniel qualified from Nelson Mandela University with a Bachelor of Commerce in Financial Planning in 2018 and received his Postgraduate Diploma in Financial Planning (Cum Laude) in2018 as well. He’s a Certified Financial Planner® and is a member of the Financial Planning Institute of South Africa. Daniel worked at The Hereford Group, an affiliate of Liberty GroupLtd, for 3 years before joining Portfolio Bureau in 2021.
BEVAN MANDY
Bevan qualified from Stellenbosch University with a BCom in Financial Planning, Economics, and Investment Management, and received his Postgraduate Diploma in Financial Planning, also from Stellenbosch University, in 2019. He is a Certified Financial Planner® and is a member of the Financial Planning Institute of South Africa. Bevan worked at Crowe Financial Services for 7 years before joining Portfolio Bureau in 2023.
GUY GOLAN
Guy, a Director of Portfolio Bureau, received his National Diploma in Business Management from the Cape Technikon and his Postgraduate Diploma in Financial Planning from the University of the Free State. He then studied to become a Certified Financial Planner®. Guy is a member of the Financial Planning Institute of South Africa and has been advising corporate and individual clients since 1993.
TANYA GOLAN
Tanya, a Director of Portfolio Bureau, began her studies at the University of Cape Town with a Bachelor of Business Science, then completed her Honours in Finance and Economics. She continues to expand her knowledge, with qualifications such as the South African FuturesExchange, and more. She’s an Associate member of the Financial Planning Institute of SA and worked at Investec Bank for six years before joining Portfolio Bureau in 1999.
NORMAN VAN ROOYEN
Norman, a Director of Portfolio Bureau, received his Advanced Postgraduate Diploma inFinancial Planning from the University of the Free State. He studied to become a Certified Financial Planner® and is a member of the Financial Planning Institute of SA. Norman worked at Sanlam for 12 years and Momentum for 8 years before joining Portfolio Bureau in 2007.
GUY GOLAN
GUY GOLAN
TANYA GOLAN
TANYA GOLAN
NORMAN VAN ROOYEN
NORMAN VAN ROOYEN
JESSICA MALLACH
After qualifying from the University of Cape Town with a Bachelor of Business Science with Honours in Finance and Economics, Jessica went on to complete her Postgraduate Diploma in Financial Planning from the University of Stellenbosch. She then studied to become a CertifiedFinancial Planner® and is a member of the Financial Planning Institute of SA. Jessica has been with Portfolio Bureau since April 2016.
DANIEL ROELOFSE
Daniel qualified from Nelson Mandela University with a Bachelor of Commerce in Financial Planning in 2018 and received his Postgraduate Diploma in Financial Planning (Cum Laude) in2018 as well. He’s a Certified Financial Planner® and is a member of the Financial Planning Institute of South Africa. Daniel worked at The Hereford Group, an affiliate of Liberty GroupLtd, for 3 years before joining Portfolio Bureau in 2021.
BEVAN MANDY
Bevan qualified from Stellenbosch University with a BCom in Financial Planning, Economics, and Investment Management, and received his Postgraduate Diploma in Financial Planning, also from Stellenbosch University, in 2019. He is a Certified Financial Planner® and is a member of the Financial Planning Institute of South Africa. Bevan worked at Crowe Financial Services for 7 years before joining Portfolio Bureau in 2023.
JESSICA MALLACH
JESSICA MALLACH
DANIEL ROELOFSE
DANIEL ROELOFSE
BEVAN MANDY
BEVAN MANDY
Tel: +27 21 419 2277
Fax: +27 21 421 7278
Email: [email protected]
© Portfolio Bureau (Pty) Ltd. is an Authorised Financial Services Provider
Tel: +27 21 419 2277
Fax: +27 21 421 7278
Email: [email protected]
© Portfolio Bureau (Pty) Ltd. is an Authorised Financial Services Provider