+27 21 975 9032

info@corewealth.co.za

Office 4, First Floor,
Heritage Square,
Vrede Street,
Durbanville 7550
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Strengths
  • Relator
  • Responsibility
  • Analytical
  • Discipline
  • Arranger

Lee Van Der Bergh

FINANCIAL ADVISOR

Lee has recently joined Core Wealth. He has been in the industry for 3 years and is currently under supervision. He is upskilling himself at Milpark, where he is doing his Higher Education in Financial Planning. This with the aim of becoming a Certified Financial Planner over the next 4 years.

He took a drastic move from the fitness industry in 2018, where he spent nearly 20 years. The move was prompted by a few reasons, namely the lack of professionalism in the advice and service he experienced in the insurance industry, as well as a change in his personal health.

Many would think that the two industries are far removed from one another, but Lee argues that the Health and Wealth industries have more things in common. Both are client driven, both are best performed by someone qualified, both are driven by a passion for being of service and assisting your clients, and both industries are loaded with myth and mystery.

Lee has a proven track record in service delivery and is guided by the desire to add value.

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