THE TEAM

The team consists of highly qualified, passionate and talented individuals with deep industry experience and knowledge. We are committed to client centricity and service, and take our

fiduciary responsibility to our clients seriously. Our advisers are suitably qualified and collectively have over 100 years of relevant experience, which impacts on the quality of advice they offer to clients. The service

team are highly skilled and qualified to a higher level to industry norms and collectively have close to 100 years experience, resulting in highly efficient and dignified service.

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Advice Team

CRAIG GRADIDGE, CFP®

Executive Director
Investment & Retirement Planning Specialist

photo_CGradidgeCraig holds a BCom (Wits), BCom Honours (UNISA), Post Graduate Diploma in Financial Planning (UFS) and an MBA (UCT).

He is a CERTIFIED FINANCIAL PLANNER® professional and is a member of the Financial Planning Institute of Southern Africa (FPI).

He is Vice Chairperson of the Investment Competency Committee of the Financial Planning Institute of South Africa. He serves as an Independent Expert on the Investment Sub Committee of Medshield.

He has been in the industry since 1996 and has gained experience at an operational, management and executive level in a number of large financial services companies.

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KAGISHO MAHURA, CFP®

Executive Director
Head of Integrated Wealth Management

Kagisho holdphoto_KMahuras a BBusSc (UCT), Post Graduate Diploma in Financial Planning (UFS) and an MBA (Stellenbosch). He was MBA student of the year in 2008, International MBA student of the year finalist and a past winner of the NBMBAA in Atlanta, USA.

He is a CERTIFIED FINANCIAL PLANNER® professional and is a member of the Financial Planning Institute of Southern Africa (FPI). He was a Financial Planner of the Year Top 10 Finalist in 2013.

In 2015, he was elected Chairperson of the Gauteng Regional Committee of the FPI. He sits on the Board of a leading South African asset management business.

He has been in the industry since 1996 and has gained experience at an operational, management and executive level at Old Mutual and Coronation.

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VIRATH JUGGAI, CFP®

Risk Specialist

photo_vjuggai_2Virath holds a National Certificate in Wealth Management (AFM), Post Graduate Diploma in Financial Planning (UFS) and an Advanced Post Graduate Diploma in Estate Planning and Personal Risk Management (UFS).

He is a CERTIFIED FINANCIAL PLANNER® professional and is a member of the Financial Planning Institute of Southern Africa (FPI). He was the Top Student in the CFP® Professional Competency Examinations for 2012.

He has been in the industry since 1998 and has gained experience in a technical and business development capacity in the area of Financial Risk Management.

Virath is a Risk Specialist and has extensive expertise with structuring Risk Cover (Life, Disability and Dread Disease) for individuals as well as Financial Planning for business needs (Buy and Sell Agreements, Key Person Insurance & Contingent Liability).

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PHALA MODISE, CFP®

Wealth Manager

photo_pmodise_2Phala holds an Advanced Post Graduate Diploma in Financial Planning, specializing in Asset Types and Portfolio Management (UFS), Certificate in Risk Management Programme (UNISA) and a Diploma in Chartered Institute of Insurance.

He is a CERTIFIED FINANCIAL PLANNER® professional and is a member of the Financial Planning Institute of Southern Africa (FPI). In 1995 he spent time in New York on a Professional Development Programme which included Strategic Management.

He has been in the industry since 1980 and has been in direct personal financial planning since 1995.

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WYNAND GOUWS, CFP®

Wealth Manager

Wynand holds an B Tech Marketing (Wits), Post Graduate Diploma in Financial Planning specialising in Investment Management and Estate Planning (UFS), MBA (Stellenbosch) and a Post-Graduate Diploma in Future Studies (Stellenbosch).

He is a CERTIFIED FINANCIAL PLANNER® professional and is a member of the Financial Planning Institute of Southern Africa (FPI).

He has been in the industry since 1998 and has gained investments and wealth management experience at an operational, sales and executive level with blue chip financial services companies.

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LESEGO MPETE, RFP™

Senior Employee Benefits Consultant

Lesego holds a Bachelors Degree in Politics and Economy (UJ) and a Higher Certificate in Financial Planning (MBS). She has a Certificate of Proficiency in Long Term Insurance and has completed her FAIS Regulatory Exam Level 5.

She is a Registered Financial Practitioner™ and is a member of the Financial Planning Institute of Southern Africa (FPI).

She has been in the Employee Benefits industry since 2010 with experience in servicing clients from various sectors such as Retail, Pharmaceuticals, Industrials and Advertising.

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MEHMOOD SADER

Business Development Manager: Short-Term Insurance

Mehmood holds a Certificate of Proficiency in Short-Term Insurance and has completed his FAIS “NQF 5” (Certificate in Financial Planning). He has completed his FAIS Regulatory Exam Level 5.

He is a member of the Insurance Institute of South Africa (IISA).

He has been in the short-term insurance industry since 2002 and has worked as a Senior Business Development Consultant and Senior Sales Executive at large corporate financial service companies. He has extensive experience in providing sound financial advice in all market segments to clients regarding their personal and business portfolios.

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KEITH MORRISON

Business Development Manager: Short-Term Insurance

Keith has completed his FAIS “NQF 5” (Certificate in Financial Planning). He has completed his FAIS Regulatory Exam Level 1 and 5.

He is a member of the Insurance Institute of South Africa (IISA).

He has been in the short-term insurance industry since 1972 and has gained experience at an operational, management and executive level.

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Technical Support Team

TATENDA MACHEKA, CFP®

Practice Manager

Tatenda holds a Bachelor of Business Administration Degree (UKZN), Post Graduate Diploma in Finance, Banking and Investment Management (UKZN) and a Post Graduate Diploma in Financial Planning (UFS). She is a Certified Financial Planner and is a member of the Financial Planning Institute of Southern Africa (FPI).

She has been in the industry since 2010 and has a Key Individual and Representative status. She has a wealth of knowledge and experience in financial planning as well as systems and processes.

Tatenda joined Gradidge-Mahura Investments in February 2020.

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JERRY UZOEGBO

Para-planner

Jerry holds a Bachelor of Commerce – Finance Degree (UJ), Bachelor of Commerce Honours in Financial Planning (UJ) and an Advanced Post Graduate Diploma in Estate Planning (UFS).

He has been in the industry since 2016 and has gained all-round technical and wealth management experience in investments and risk cover.

Jerry joined Gradidge-Mahura Investments through the ASISA Internship Programme in July 2017.

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LEOMEDI MASALESA

Para-planner

Leomedi holds a Bachelor of Commerce – Finance Degree (UJ).

She has been in the industry since 2018 and has gained all-round technical and wealth management experience, specialising in risk cover.

Leomedi joined Gradidge-Mahura Investments through the ASISA Internship Programme in March 2018.

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LOYISO MPHITHIZELI

Intern Para-planner

Loyiso holds a Bachelor of Commerce – Investment, Finance and Information Systems Degree (UWC).

Loyiso joined Gradidge-Mahura Investments as an intern through the ASISA Internship Programme in March 2020.

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Service Team

SHEILA MOLOTO

Service Team Manager

photo_smabina_2Sheila started her career in the financial service industry as a broker support and has grown into an experienced client service person. She is very hands on with practice management.

She has been in the industry since 2008 and has great experience in an insurance administrative capacity. Her strong client service and administrative skills helps to ensure that she is always on top of things thereby exceeding client expectations.

Sheila joined Gradidge-Mahura Investments in October 2014.

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ANNA MPHOLLENG

Client Services

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Anna’s career in the financial service industry started at Old Mutual processing new and existing business. She was later transferred to Broker Distribution to service various brokers.

She has gained invaluable industry experience since 1987 and now excels in her role as client services.

Anna joined Gradidge-Mahura Investments in November 2013.

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SHANAAZ JANTJIES

Client Services

photo_sjanties_2Shanaaz’s career in the financial services industry started at Momentum in 2000 where she worked as client services for the branch. She was later transferred to the broker division where she served in various roles as Broker Liaison Assistant, conducting training for broker assistants, drafting business plans to finalise pending cases and future business from brokers and handled walk in clients.
Whilst in the employ of Momentum, she received numerous awards and accolades as top performer.

She possesses a critical understanding in managing relationships between company and client.

Shanaaz joined Gradidge-Mahura Investments in April 2016.

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RISQA BARRON

Service Consultant

Rizqa started her career in the financial service industry as an assistant to a group of risk advisors.

She has been in the industry since 2014 and has flourished in the role of client servicing. Rizqa is excellent at getting things done.

She has strong administrative skills and ensures our Cape Town office is functioning optimally. Rizqa Holds a Higher Certificate in Financial Planning.

Rizqa joined Gradidge-Mahura Investments in February 2019.

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LULEKA MBANJWA

Service Consultant: Short-Term Insurance

Luleka started her career in the financial service industry assisting clients with funeral policies and loans. She has been in the industry since 2014 and has developed a passion for the Short-Term Insurance industry. She has a critical understanding in managing relationships between company, client and product providers.

Luleka holds a National Diploma in Management and has completed her Class of business training for Personal and Commercial lines. She has also completed the First Level Regulatory Examination: RE5.

Luleka joined Gradidge-Mahura Investments in July 2019.

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CHARMAINE HEDLEY

Client Services

photo_CHedleyCharmaine was a branch manager at Nedbank Germiston for 10 years before becoming a successful financial planner. She has received numerous awards which include an Old Mutual top 10 Financial Planner, Old Mutual top 120 brokers for 2002 and 2003 as well as a Momentum diamond award just to mention a few.

She has been in the industry since 1980 and has a wealth of experience in managing relationships between the company and the client.

Charmaine joined Gradidge-Mahura Investments in May 2011.

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Business Support Team

CYRIL CHETTY

Operations Manager

photo_cchetty2Cyril started his career specialising in finance, over the years he has developed his all-round business skills that has allowed him to successfully lead organisations. He has held positions as Financial Manager, Group Financial Manager, General Manager, Chief Operations Officer and Managing Director. He also served as a Director at various companies.

He has experience in working with blue chip clients, private companies billing in excess of R300 million a year and start-up companies that have grown to bill in excess of R50 million a year employing around 55 people.

Cyril joined Gradidge-Mahura Investments in June 2015.

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BETTY DUBULA

General Office Assistant

Betty joined Gradidge-Mahura Investments in June 2019 and is the general office assistant. With a humble and friendly spirit, she performs her work with love and care and is a valuable member of our team.

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“Picking shares is like a beauty contest.
It’s important to choose not who you think is the prettiest girl;
but who the judges will think is the prettiest girl.”
John

Maynard Keynes