Barend du Toit CA(SA)
Director
Public role listing for prototype review. Biography details remain subject to Heritage approval.
TEAM
A client-service team for international fiduciary support.
This prototype presents the public team listing in a restrained format. Final biographies, titles and role descriptions should be reviewed by Heritage before launch.
Leadership and client service
Public team listing, kept concise.
Names and roles are drawn from existing project content. Individual biographies, qualifications and personal contact routes have not been added where they are not already approved.
Kurtish Boodhoo ACG
Director
Public role listing for prototype review. Biography details remain subject to Heritage approval.
Ashna Balgobin
Compliance Officer and Money Laundering Reporting Officer
Public role listing for prototype review. Biography details remain subject to Heritage approval.
Chandeevee Rogbeer
Deputy Money Laundering Reporting Officer
Public role listing for prototype review. Biography details remain subject to Heritage approval.
Nicola Coetzee
Finance Executive
Public role listing for prototype review. Biography details remain subject to Heritage approval.
Barend du Toit (Jnr)
Client Executive
Public role listing for prototype review. Biography details remain subject to Heritage approval.
Ian van Zyl CFP
Business Development
Public role listing for prototype review. Biography details remain subject to Heritage approval.
Client-service approach
Support shaped around the work, not profile copy.
Until final biographies are supplied, this page focuses on how a professional fiduciary team should support clients: clear routing, coordinated administration and careful review before advice or implementation.
Responsive client service
Enquiries should move through a clear client-service route, with next steps confirmed once the scope is understood.
Coordinated administration
Administration, documentation and follow-up should remain structured across fiduciary and corporate service needs.
Professional review
Final advice, responsibilities and implementation scope depend on client facts and appropriate professional review.
Review note
Final team biographies and role descriptions should be reviewed by Heritage before launch.