Financial Planning

Financial Planning Services and Advisors in Bloemfontein and Lesotho

Financial Planning

Our financial planning specialist, Henda Kleingeld has extensive experience with regards to estate planning, pension and investment advice.

 

Henda Steyn, an attorney, admitted to the High Court of South Africa in 2004, assists in the Financial Planning Department. After completing her articles, Henda practiced as an attorney at Vermaak & Dennis Inc before making a drastic career change and joining Sanlam Bloemfontein as a Legal Consultant. She has  attained her CFP® Professional status and is a registered Fiduciary Practitioner of SA (FPSA®) and a member the Society of Trust and Estate Practitioners (STEP).

In 2006 Henda joined ABSA Wealth as a Risk and Fiduciary Specialist with a focus on estate planning, wills, and trust audits for high-net-worth clients in the Free State and Northern Cape region.

Since 2009, Henda lectures for the School of Financial Planning Law at the University of the Free State (Staff (ufs.ac.za) where she is Programme Director for PGDIP in Financial Planning course. 

  • B.Com LLLB
  • Post-graduate Diploma in Financial Planning Law
  • Advanced post-graduate Diploma in Financial Planning Law
  • LLM
  • CFP®
  • Registered Fiduciary Practitioner of SA (FPSA®)
  • Member the Society of Trust and Estate Practitioners (STEP)
  • Admitted attorney of the High Court of South Africa

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