A Port Elizabeth native, Adrian attended both school and university in the city and obtained an LLB degree from the University of Port Elizabeth in 1994.
He successfully completed the Attorneys' Bar Exam in 1996.
Following his legal training, Adrian went on to complete various financial planning qualifications, including the ILPA (Institute of Life and Pension Advisers) Fellowship, Associate and Specialist exams.
He is also a Certified Financial Planner.
With his legal and financial planning qualifications, Adrian has gained extensive experience in the South African financial services industry, including working as a legal adviser at Old Mutual and as a regional director for Advance Wealth Management.
In 2003, Adrian set up Bay Wealth Management, where he focuses on holistic financial planning for his select clients.
His analytical style makes him ideally suited to sift through the often cluttered financial services industry and articulate his clients' financial needs.
Using his skills and experience Adrian offers professional and unbiased advice that clients can follow to achieve their financial goals.
Adrian is married to Tracey and they have two children, Kyra and Kiran.
He enjoys a good round of golf, running and cycling around the windy city and is a frequent visitor to the gym.
Mark Richard Morris
Port Elizabeth born and raised Mark Morris is a Certified Financial Planner, and owns and manages Zakly Investments One (Pry) Ltd.
Mark attended Grey High School in Port Elizabeth and went on to study his IMM (Institute of Marketing Management Diploma) at the Port Elizabeth Technikon.
Mark is also an ILPA (Institute of Life and Pension Advisers) Fellowship Associate.
After working in marketing and investment marketing roles, Mark spent 12 years at FHS Asset Management as Managing Director.
He then took up a position with London based asset management company London & Capital as their South African Marketing Director for 2 years.
In 2004 he set up Zakly Investments One, focusing on holistic financial planning.
Mark's knowledge of marketing and the financial services industry make him uniquely qualified to offer a comprehensive and professional financial planning service to his clients.
His international experience gives him a greater understanding of the financial world, and his analytical mind ensures that his clients receive not only a comprehensive financial planning partner, but also the best opportunities to reach their financial goals.
His marketing training and experience has provided a solid base for his belief of offering his clients the best service and financial solutions; and each client benefits from objective and impartial advice, and individual personal attention.
Not only a keen golfer and cyclist, Mark received his provincial colours for surfing as a student and when time permits he can still be tempted by the waves.
He is married to Jacqui and they have one son, Joshua.
Brent completed his initial tertiary education at the University of Port Elizabeth, where he achieved his BComm degree.
Brent is a Certified Financial Planner (CFP) and completed the CFP Post Graduate Diploma in Financial Planning in 2002 and the CFP Advanced Post Graduate Diploma in Financial Planning in 2003 at the University of Orange Free State, the leading tertiary institution in South Africa for financial planning studies.
Having always been interested in financial markets, Brent included the disciplines of investment
planning and portfolio management in his Advanced Diploma studies.
With his financial qualifications and experience gained whilst working in Germany analysing and consulting on government bonds and South African financial rand opportunities, Brent focuses on providing his clients with a comprehensive financial planning, and asset management service.
Working closely with each of his clients, he identifies their financial goals and draws up a plan according to which those goals can be met. His passion for people and numbers give him the ability to develop the right financial solution for the right client.
He keeps a close eye on his client's financial well-being, ensuring that they have the best possible opportunities to fulfil their financial dreams.
Since 1997, he has been the Managing Director of Finmap Financial Services (Pty) Ltd, where he advises a variety of clients on personal financial planning.
Brent is also a committee member of the Financial Planning Institute of the Eastern Cape.
This keen Port Elizabeth golfer is married to Leanne and they have two sons, Matthew and Nicholas.