Lesson series

Understand your tax-free savings account

Wisdom for Wealth

Course contents

Meet the instructor

Willem Lategan

Chief Executive Officer and Wealth Manager
Willem is a qualified financial advisor (CFP®) and fiduciary practitioner (member of FISA – FPSA®), with more than 20 years of experience in local and international asset management, business structuring and estate planning, as well as multi-generational planning for family businesses. He likes to travel internationally to support family office clients with international structuring and citizenship through investment opportunities.

In addition to his postgraduate qualifications with specialization in asset management, estate planning and business management, he also obtained a postgraduate qualification in theology, equipping him uniquely to integrate spiritual and financial matters.