Knowing Who You Plan With Sets You Apart

Silke Financial Services

Founded in 1990 by Advocate Ken Silke, a well-known figure in the South African investment world, Silke Financial Services was built on the principle of remaining independent. We navigate the complexities of the evolving financial climate without succumbing to shareholder pressure or the constraints of large groups, ensuring we always act in our clients' best interests. We hold a legal fiduciary obligation to do so.

Over the years, we have grown significantly. We believe that your success is our success, and we are deeply committed to helping our clients. We provide financial services with honesty, fairness, skill, care, and diligence, maintaining the integrity of the financial services industry.

Our client relationship principles are clear:

1. Client First
2. Integrity
3. Objectivity
4. Fairness
5. Professionalism
6. Competence
7. Confidentiality
8. Diligence

In an era where adaptability is crucial, we leverage the diverse talents within the Silke team to create innovative financial planning solutions. We take great satisfaction in helping clients succeed in their personal lives and careers. With fourth-generation clients and third-generation advisors, we uphold values that guide family entrepreneurs in passing on their wealth DNA:

• Responsibility
• Long-term commitment
• The pursuit of excellence

A 'Reintroduction' To Our Team:

We emphasize personal relationships and provide detailed attention and full responsibility from every team member and, as needed, from outside advisors or attorneys from our select group of qualified practitioners.

Our team of advisors has extensive training and experience and adheres to rigorous ethical standards. Collectively, the Silke Financial Services team has over 250 years of experience in coaching, financial management, asset management, risk management, tax planning, retirement planning, estate planning, and banking.

Our Silke Wealthcare Team:

• Shane Thom - Integrated Wealthcare Advisor / Managing Member
• Fikiswa Ndlebe - Office Administration
• Trevor Wadeley - Wealthcare Operational Manager
• Carolyn Boyce - Silke Business Administrator
• Chris Norris - Wealthcare Advisor
• Philip Champion - Wealthcare Advisor
• Michelle Freudiger - Internal Compliance Officer and CRM
• Tiaan Bindeman - Wealthcare Advisor Under Supervision. "Tiaan brings a unique perspective to our team, having served as a policeman. He attained a Diploma in Policing last year and is currently studying BCom Finance. Tiaan is also in the process of finalizing his Representative exams this year, demonstrating his commitment to professional growth."
• Georgia Thom - Visual Communication Designer and Client Experience. "Georgia oversees our brand management and client experience initiatives. Known for her quirky and fun personality, she adds a personal touch to our client meetings with delicious cakes. Georgia is a Graphic Designer and Pâtissier from Silwood, bringing creativity and warmth to our team."
• Morganne Thom - Intern. "Morganne is currently studying BCom Finance with the aim of becoming a Wealthcare advisor. After matriculating, she initially studied psychology before switching to BCom Finance. She brings a fresh perspective and enthusiasm to the team."

Our Silke Wealthcare Support Services:

• Ian Harrison & Associates - IT Support
• Moonstone Compliance & Risk Management Services - Management Services
• Mbilwi 2045 - Data Engineering
• Legacy Fiduciary Services - Estate Planning & Administration
• Ross Munro & Associates - Accounting, Financial Management and Management Accounting Services
• Fundhouse - Independent Investment Advisory
• Incompass - Offshore Specialists

Our Wealthcare Advisors are Independent Financial Advisers (IFAs), free from product risk and investment supplier influence, led and managed by our Managing Member, Shane Thom:

Shane Thom CFP®, GTP(SA)™
Managing Member | Key Individual | Integrated Wealthcare Advisor | Personal Portfolio Manager (PPM) | CERTIFIED FINANCIAL PLANNER® professional
Shane on LinkedIn

"I am an unstoppable action taker/entrepreneurial antiquarian. Responsible for my positive behaviour. Loving/caring husband/father. Into the integrated study of religion and nature. Financial Bodyguard. Healthy/Wealthy/Philanthropist/Spoiling Grandfather/Yellow Submarine owner age 70/Halley's comet adventurer in 2062"

Chris Norris, B Com (Hon) Taxation CA (SA), CFP®
Key Individual | Wealthcare Advisor | Personal Portfolio Manager (PPM) | CERTIFIED FINANCIAL PLANNER® professional
Chris on LinkedIn

"After completing Articles at Ernst & Young's Cape Town office, I was admitted by the South African Institute of Chartered Accountants as a CA(SA) in 1992. Registered Auditor and previously accredited JSE Auditor. Clients included Category 2 Asset Managers, Category 1 Insurance Administrators and Retirement (Pension/Provident) Funds. I joined Silke Financial Services as a Wealthcare Adviser during September 2015"

Our Philosophy

Our passion is to help people manage their finances meaningfully, creating a platform for financial freedom. Financial freedom can be achieved by taking control of one's finances today, not just in retirement. This philosophy is central to everything we do.

We believe in the concept of true wealth, derived from the Old English words 'weal' (well-being) and 'th' (condition). True wealth aligns one's values and principles with the actual conditions of well-being - personal, professional, spiritual, environmental, and financial.

Our Mission

To Serve Others with Excellence (SOWE™) using the Silke Financial Services Integrated Wealthcare Planning Process™.

The Financial Services Industry

In South Africa, the Financial Advisory and Intermediary Services Act 2002 regulates financial advisory services. The Financial Planning Institute (FPI) recommends a Six-Step Process for achieving preferred financial outcomes:

1. Establish and define the client-planner relationship
2. Gather client data, including goals
3. Analyse and evaluate your financial status
4. Develop and present financial planning recommendations and/or alternatives
5. Implement the financial planning recommendations
6. Monitor the financial planning recommendations

The Silke Financial Services Integrated Wealthcare Planning Process™: This process includes personal financial coaching and advice. Financial coaching helps clients align their financial behaviors with their value goals, fostering personal growth and financial security.

Financial Planning Products:

• Risk Benefit and Medical Aid Health Care Planning (Protection of Wealth)
• Pre-Retirement Investing (Creation of Wealth)
• Post-Retirement Annuity Investing (Protection of Wealth)
• Fiduciary Review (Protection and Creation of Your Wishes and Future Care)

Our Corporate Responsibility Initiatives:

• Founder and sponsor to the running costs of the Ikwezi Art Centre.
• Sarabi - Paws With a Cause. A non-profit animal rescue and rehabilitation centre based in Cape Town that is passionate about improving the well-being of animals in the Cape community.
• Shane serving the community being a Police Reservist (SAPS).

There is one certainty in the world of finances - your actions today will have a dramatic effect on the future lifestyle that you wish to enjoy, personal development towards the aspired future self. With proper personal financial planning, you are encouraged to action the behavioural change that is essential for true wealth.

The basic components covered in the Integrated Wealthcare Process propose that the process moves clients from an I mind (self-interest and income mind), to the W mind (we mind and wealth mind), to the C mind (community mind), to the U mind (universal and spiritual mind).

Let's do it together.

I look forward to talking with you again soon.

Yours in health,

Shane Thom, CFP^® GTP(SA)™
Managing Partner // Key Individual // Integrated Wealthcare Advisor // Personal Portfolio Manager (PPM)

🏆🏆🏆🏆