Experienced people who know your financial story
An established family business, built for the long term
Aurum Trust was founded in Somerset West in November 1990. Today, four members of the Potgieter family work within the business alongside a wider team of financial planning, tax, compliance and client-service professionals.
This combination of established experience and developing expertise helps us maintain the personal relationships on which Aurum Trust was built, while preparing the business to serve clients and their families for many years to come.
Our clients are supported by people who understand their financial history, know how the different parts of their planning connect and remain available as life, work, family and financial needs change.
One team around your financial life
Your financial needs seldom fit neatly into a single category. An investment decision may affect your tax position. Retirement planning may influence your estate. Changes in your health, income, family or business can alter the protection you need.
Meet our People
Financial Planning and Advice
Gustav Potgieter Snr
Founder and Certified Financial Planner®B.Comm (Hons)
Certified Financial Planner®
since 1997
Gustav Potgieter Jnr
Certified Financial Planner ®Postgraduate qualification in Financial Planning
Certified Financial Planner®
Herman Liebenberg
Financial PlannerPostgraduate Diploma in Financial Planning
RE5 regulatory examination
Working towards becoming a Certified Financial Planner®
Leoni Holmes
Financial PlannerCurrently completing a Postgraduate Diploma in Financial Planning
Working towards the CFP® designation
Specialist and Client Support
Saretha Loughton
Tax SpecialistPostgraduate Diploma in Financial Planning
Currently completing an Advanced Diploma in Estate and Trust Administration
Santie Potgieter
Office Management and In-house Compliance
Zelda Walley
Personal Assistant to Gustav Potgieter Snr
Adél Burger
Administrator and Apprentice Medical AdviserThe PGA of South Africa has used Aurum Trust's financial advisory services, specifically Gustav Potgieter's, since December 2015. During this period, Aurum Trust has been key to the successful financial growth of the PGA of South Africa's investment portfolio.
Their services have included providing professional advice and sound strategic planning, always prioritising the association’s needs to grow the investment while simultaneously protecting the capital. We consistently receive comprehensive feedback, detailed portfolio analyses, and strategic advice on future financial planning. Our portfolio has consistently outperformed its benchmarks since its inception, reflecting the calibre of their management and guidance.
We highly recommend Aurum Trust for their professionalism, consistent service, and commitment to client objectives.
Start with one calm conversation
Whether you need help with one immediate decision or a more complete financial plan, the first step is to understand where you are, what matters most and what needs attention.
Speak to a member of the Aurum Trust team about how we can help.