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The Team

Natasha De Swardt
Junior Admin Assistant

Natasha loads all client personal data,
policy schedules, spreadsheets and
generally assists Stacey in the smooth
operation of our "back office".

Emily Cira
Admin Assistant

Our refreshments executive, chief scanner,
digital photographer, and she knows where
any file is at any time!
She does lables, new files, new client infor-
mation and laminating. Emily has been with
us many years and is indispensible.
"The Makhulu Boss"

FSB License Number : 13562 - Company Reg. No. : CK1991/006614/23

The Money Matters SA Team

Dave Connon CFP®
Sole Member

Dave is a past member of Jaycees, Rotary and an
ex-Scout Master. He is married with 3 grown up
children and 4 grandchildren.
He and his wife, Jean, enjoy the great outdoors,
bush walks and drives, hiking and bird and game
spotting. Dave is a keen fly fisherman.

Jean Connon
Chief Financial Officer

Jean handles all the company finances but
can help you with any problems you may
have if none of the other staff are available.
She's the lady in charge as she pays our
salaries !

Stacey Botma
Back Office Admin Manager

Stacey handles all our policy schedules,
quotations, loans, group scheme matters,
personal data changes, financial needs
analyses and general enquiries.

Melissa Joubert
Personal Assistant to Dave Connon

Melissa is Dave's P.A. and is responsible
for making appointments, organising his
diary and ensuring he completes his review
and new client interviews.