What does a wealth manager do and when do you need a wealth manager?
September 9, 2026
Financial planning articles, investment insights and practical guidance — useful information to help you understand your options before you make a decision.
Wealth management is about bringing the different parts of your financial life together so that each decision supports the bigger picture. It is not reserved for the ultra-wealthy,
Mi-Jeanne brings financial administration experience and a strong attention to detail to the OBIN team. She focuses on accuracy, efficiency and care across the administrative side of the client relationship.
Jacky has experience across medical, corporate and financial-services environments and supports OBIN clients through healthcare advice, administration and operational coordination. Her role helps ensure the healthcare side of the client experience is organised, responsive, and personal.
Johannes founded OBIN Wealth Management in 2017 with the vision of creating an environment where financial planners can guide investors toward financial freedom through objective, independent advice. His financial planning career began in 2010; in 2013 he obtained a Postgraduate Diploma in Financial Planning from the University of Stellenbosch and qualified as a Certified Financial Planner®. As Key Individual and Representative, Johannes is involved in strategy, planning, client engagement and overall management.
Allan began his financial services career in 2012, initially working as a financial analyst before moving into financial planning. He works with individuals, families, businesses and trusts to make informed financial decisions and implement effective strategies. Allan is a Certified Financial Planner® and member of the Financial Planning Institute of Southern Africa.