our team

Matthew Roberts CFP ®

Managing Director

Matthew is the Managing Director of Steward Capital. The strong client relationships that Matthew has built are testament to his commitment to excellence and professional outcomes. Matthew is a Certified Financial Planner ®, holds an MBA (UCT) and has more than 25 years’ experience in the industry. Other than spending time with his family, Matthew is happiest on his boat out on the ocean.

Sharman Williams  CFP ®

Director

Sharman is a director of Steward Capital and a Certified Financial Planner®. She has over 25 years’ experience in the financial planning industry having worked in South Africa and the UK. Her strong client relationships result from the quality of her work and understanding of clients’ needs. She brings a wealth of management experience to the business and in her spare time is very involved with her sons’ endeavours.

Wesley Harrison  CFP ®

Director

Wesley is a Certified Financial Planner ® and a director in the business. He believes in giving clear practical advice and is guided by his core beliefs in providing solutions for clients to realise their goals. Wesley enjoys running and golf. His time is currently taken up by his young family but no doubt will start training for another Comrades soon.

Andrea Bezuidenhout CFP®

Financial Planner

Andrea is a Certified Financial Planner® having completed a post-Graduate Diploma in Financial Planning along with a further Advanced diploma in Investments and Estate Planning. In her quest to continue her learning and understanding of the global financial planning environment, she has also achieved the Level 4 Diploma in Investment Advice through UK based Chartered Institute for Securities and Investment (CISI) which will allow her to hold Certified Financial Planner® status in the UK as well. Andrea has been in the industry since 2006 having spent time in both the corporate and independent advice spaces. She values the ‘client-first’ nature of an independent practice where holistic advice and independent research are the underpin of successful financial planning.

Delareece Munilal

Paraplanner

Delareece has sound industry experience and a Higher Certificate in Financial Planning. She has proven to be a valuable addition to our business. Del’s warm personality, quiet disposition and dedication to task ensures that she deals proficiently with any challenge. Family is vitally important to her and in her spare time she loves to read and travel.

Bryony Rochat

Paraplanner

Bryony’s extensive business development experience enhances Steward Capital’s personalised approach to understanding clients’ needs. She is excited to be a part of a team which places such value on the relationships developed through, and underpinning, the financial planning process, whilst delivering exceptional service. Bryony is adaptable and eager to learn, applying her mind in any situation. Her analysis and problem-solving ability ensures that she brings a fresh approach to challenges. Bryony enjoys being active with her family, spending time on the beach with her two boys, trail running, and camping together. She also loves the calmness that yoga, stand-up paddle boarding and modern calligraphy brings her.

Amy Balarin

Paraplanner

Amy is a dynamic, driven, and passionate member of the Steward Capital team bringing with her a penchant for people. She has found her niche in the financial planning environment and is currently completing a higher certificate in Financial Planning before going on to attempt to gain the coveted Certified Financial Planner® designation. She achieved the Top Student Award at university and completed her B. Com degree in Strategic Management cum-laude. She places immense value on integrity and, never one to back down from a challenge, she aims to achieve the highest level in all she is tasked with.

Sandy Perumal

Administrator

Sandy is an integral part of the client services team. She has an aptitude for administrative issues and her attention to detail and quiet persistence ensures that every project is completed efficiently and effectively. Sandy’s dry sense of humour adds colour to every situation. Her family is her priority and in her spare time she enjoys spending quality time with them.

Renisha Naidoo

Administrator

Renisha’s friendly manner with clients and colleagues alike and her willingness to learn is a real asset to the team. Renisha likes a challenge and to feel that she is extending herself in whatever task she undertakes. In her spare time, when she is not running after her young son, she loves to listen to music, cook and read.

Tameera Chetty

Administrator

Tameera’s ability to multitask paired with her experience in client services has made her an invaluable asset to the Steward Capital administration team. Her warm personality and sense of humour is perfectly suited to attending to client needs and always earns her a smile from whomever she deals with. Tameera believes in treating all people with kindness and is determined to bring a positive attitude to work every day.