"Someone's sitting in the shade today because someone planted a tree a long time ago."

Warren Buffett

EXPERT FINANCIAL ADVICE

Lifestyle Financial Planners and Investment Specialists

ROSS PENNELL FCCA, MSCI

Financial Planner | Founder & CEO
073 250 5759

PEDRO MACHADO

Financial Planner
082 777 1382

ANDREW CLAYTON CA(SA) CFP®

Financial Planner
078 018 0694
ABOUT ROSS

With over 20 years of international financial services experience covering the full spectrum of financial solutions, Ross leverages his investment knowledge and erudite contacts to create unique and bespoke opportunities for his high net worth clients in South Africa. Having attained a BSc Honours Degree in Business, Economics and Finance, he then qualified as a Chartered Certified Accountant whilst working in investment banking in London. Ross is a Member of the Chartered Institute for Securities & Investment and the Financial Planning Institute of Southern Africa, and is currently studying for a Postgraduate Diploma in Financial Planning to become a Certified Financial Planner.

ABOUT PEDRO

Pedro’s qualifications include a BSc Honours Degree in Financial Mathematics from WITS University, as well as over 10 years financial services and investment industry experience working for global companies such as Investec and BNP Paribas Cadiz Securities. He is also a member of the Financial Planning Institute of Southern Africa currently studying for a Postgraduate Diploma in Financial Planning working towards his Certified Financial Planner designation.

ABOUT ANDREW

Having graduated with a BCompt Honours Degree, Andrew then qualified as a Chartered Accountant with PWC before moving to London where he worked in investment banking for over 14 years; his CV features a number of top global financial institutions.  On his return to South Africa, Andrew worked for the Maitland Group whilst completing his Postgraduate Diploma in Financial Planning to become a Certified Financial Planner. With a deep knowledge of global financial markets and start-up companies, Andrew joined Advent Wealth to establish the Stellenbosch and Somerset West office. He is a member of the South African Institute of Chartered Accountants and the Financial Planning Institute of Southern Africa.

AD·VENT (noun): The arrival of a notable person, thing, or event.

ADVENT WEALTH is an independent Lifestyle Financial Planning company.

We help you plan your finances so you can live the life you want.

We listen, learn and appreciate the differing lives, wants and needs of our clients.

We know and respect the importance of your money, providing impartial financial advice
and an unparalleled ongoing level of service in these complex financial times.

We understand that our clients want simplicity and transparency in their
financial affairs, and deserve honesty, integrity and professionalism from their Financial Adviser.

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“Successful investing is about managing risk, not avoiding it.”

Benjamin Graham

YOUR FINANCES

Helping you choose the right solutions to create a financial plan that will help you achieve and maintain the life you want.

“Chance favours the prepared mind. The more you practise, the luckier you become.”

Richard Branson

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