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What we do
Client Experience
We are a financial institution available across South Africa that is ready to help you irrespective of your context. We are committed to providing support to clients from all walks of life, regardless of their unique circumstances. Whether you’re a seasoned investor seeking growth or someone new to financial planning, we stand ready to offer guidance and solutions that cater to your specific needs. We cater to clients both locally and abroad and will continue to provide you with our support in the event of emigration. Our aim is to be the reliable and inclusive partner you can turn to, ensuring your financial well-being is always a priority.
MISSION
We commit to excellence in wealth planning, based on honesty and integrity, delivered through bespoke solutions.
VISION
To meaningfully impact the financial well-being of our clients and their families all over the world through innovative wealth planning.
VALUES
We aim to be the financial partner that serves all our clients’ needs, regardless of their circumstances.
DIRECTOR
Mike joined Sanlam in January 1989 as a legal advisor in the marketing division and left Sanlam at the end of 1999. Mike joined Allegiance Consulting (Pty) Ltd in 2001 as an independent legal and financial advisor. Mike is a founding member of Lochner and Venter Consulting (Pty) Ltd during 2007. A successful legal and financial services provider with FSP number 5703. Mike specialises in financial and fiduciary services.
Adv. Mike Lochner
Estate planning, Legal services and
General Financial Planning.
“Our business is built on team effort and a common vision of excellence.”
WEALTH MANAGERS
Kobus has more than 37 years of experience in the Financial Services Industry. He started out as an Estate Adviser and Administrator of Deceased Estates at Boland Bank.From there he moved to Old Mutual as a Financial Advisor. He then joined Sanlam as a Financial Advisor, where he spent the next 30 years of his career,the last 21 years as Marketing Head:Business Market.
Kobus Engelbrecht CFP®
B.A. LL.B. M.B.A.