MEET THE TEAM

Our experience spans three decades. We will help you find the right individual or corporate solution, tailored to you or your company’s specific situation. With an intuitive understanding of employee benefits, corporate individual medical aid, individual life insurance, local and offshore investments, trust us to be the custodians of your financial blueprint.

Adam Joell

Adam Joell

CEO

I have a passion for business and people, which feeds into my keen exploration of key issues and emerging trends businesses face in the market. It’s all about making a difference. Knowledge and relationships help us to deliver the best financial solutions to our clients. It’s richly rewarding working with (corporate) clients to understand the challenges their staff face to help them protect, build and invest in their business and future. Together with our team, I strive to help my clients achieve the best possible outcome with a focus on protecting and preserving their dreams. 

Chloe Smith

Chloe Smith

CEO

Financial planning is such rewarding work since our industry is always evolving, which means we are constantly learning and growing too. After almost twenty years in this industry, I remain inspired by its inner-workings. I enjoy reading blogs and industry related topics and media. Staying up to date with what is going on in our financial industry is paramount.  

Esme Swift

Esme Swift

General Manager

I joined Saint Andrews Brokers 26 years ago, I loved it so much that I have not left since. Love the everyday challenges. Being able to guide and help our staff grow their knowledge inspires me. It’s nice to be able to give back the knowledge that I have acquired over the years. It’s been rewarding seeing the growth of Saint Andrews, having worked for the founders and now working closely with their children, Adam Joell and Chloe Smith. 

Cara van der Merwe

Cara van der Merwe

Administrator: Life and Investments

I enjoy the fast-paced environment of this industry. Applying my mind to the different products and their structures is an exciting part of my day. As well as the intricacies of submitting and processing of each of these products. I’m always acquiring knowledge from each of the products through the insurers and their offerings. 

Lisa Breytenbach

Lisa Breytenbach

Head of Administration: Medial Aid and Employee Benefits

I have been a hardworking, dedicated employee of Saint Andrews since 2011. There is nothing better than being able to give my clients the BEST service. I’m passionate about my job, and dedicate my time to making a difference for our clients and sharing laughter with my colleagues. 

Dina Taute

Dina Taute

Financial Manger

As financial manager, it’s rewarding to have the ability to see the growth of the company over time. Being able to suggest creative ideas to improve areas within the finance department, to ensure that finance keeps up with new trends and technology gives my work meaning. 

Melody Perotti

Melody Perotti

Healthcare and Employee Benefits Manager

I have been advising on medical aid for 13 years. It’s definitely an industry I am passionate about and have an in-depth understanding of.  I love being able to advise and guide people as to the workings of a medical aid and also to the changes that take place each year in this very volatile environment.  Being an independent advisor enables me to look at all the different companies and plans available and advise accordingly. 

Bonita Louw

Bonita Louw

Administrator: Life and Investments

A rewarding part of my job involves ensuring that the end to end process between the broker and the client is seamless and hassle-free. I enjoy the challenging daily queries and tasks between brokers, clients and insurers. I’m inspired by the fast pace of the company, the knowledge I acquire each day and the hands-on approach of management. 

Petunia Kent

Petunia Kent

Administrator: Medical aid and Employee Benefits

I love being a part of this dynamic team we have great synergy. I really enjoy the process of assisting companies with their medical aid and provident funds. In my thirteen years at Saint Andrews I have gained heaps of experience and a wealth of knowledge. 

Precious Moyo

Precious Moyo

General Administration

I have worked with Eric and Evelyn for over 25 years, my husband and I were so moved by their attendance at our wedding in Zimbabwe in 2002. I love making sure that everything is perfect in the office and I am expanding my knowledge by assisting with office administration duties. 

Wesley Smith

Wesley Smith

Independent Financial Advisor

Seeing individuals make a success of their future goals and helping people reach this through ongoing advice and customer relations, makes what I do every day so rewarding. It’s great being a part of a family business. I’m inspired by the difference we help make in our client’s lives when our efforts bring results. 

Marizelle van Greuning

Marizelle van Greuning

Administrator: Life and Investments

My role is extremely important as I process all the files and documentation that the brokers hand over once they have seen a client. I love the fast pace and learning new things every day. I’m inspired by the exchange between myself and our clients.   

Jeanette Ratseane

Jeanette Ratseane

Administrator: Employee Benefits and Medical aid

I enjoy the interaction I have with our clients and the insurers.  We are a service industry and I love to give the best service possible. I’m inspired by the exchanges I have daily with so many diverse people. I’m also very grateful to have learnt about the industry through my management who have facilitated my growth in the company. 

Lindi Dhlamini

Lindi Dhlamini

Reception

As the first point of contact at Saint Andrews, I most enjoy interacting with clients telephonically and in person. I got into this industry by chance having started as a cleaner for Saint Andrews Brokers. I am inspired by all the opportunities that have been offered to me by the company from personal development, in-house training from team members and all the appreciation towards my contribution to the company.