Strengths

• Relator
• Responsibility
• Analytical
• Discipline
• Arranger

Lee Van Der Bergh

FINANCIAL ADVISOR

Lee joined Core Wealth in 2022. He has been in the industry for 5 years and is aiming to become 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, best performed by someone qualified, 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 through transparent and trustworthy advice.