Investments
Life & RIsk
Employee Benefits
Health Care Consultants
Income ProtectionSpecialist Advice, Working Together
Financial planning rarely sits neatly within one product or service.
Investment decisions may affect retirement planning. Business ownership can create personal risk, succession and employee-benefit considerations. Changes in family circumstances can influence protection, investment and estate-planning needs. GRLI brings together advisers and specialists across different areas of financial planning so that clients can access the expertise relevant to their circumstances while considering the broader financial picture.
As an independent, advice-led financial services business, GRLI brings together experienced specialists across Investments, Life & Risk and Employee Benefits, helping individuals, families and business owners make informed financial decisions with greater confidence. With roots in the Garden Route dating back to 1973, our team combines longstanding local relationships with specialist financial expertise and a commitment to advice that is practical, personal and built around each client’s needs.
At Garden Route Life & Investment Brokers, we believe good financial advice starts with the right people.
Leadership & Directors
GRLI’s leadership team provides strategic oversight, specialist expertise, and continuity across the business.
David Pfaff
Director | Investment Specialist | Head of Investment Division
David leads GRLI’s Investment Division and brings specialist academic, investment, and regulatory expertise to the business.
Leigh Skelton
Director| Key Individual | Risk Specialist
Leigh forms part of GRLI’s leadership team and contributes extensive insurance-industry experience, relationship management and strategic oversight to the business.
Life & Risk Services
Trevor Skelton
Director
Trevor remains involved in GRLI’s strategic decision-making and continues to support longstanding client relationships. Trevor has 45 years’ experience in the insurance industry.
Financial Advisers & Specialist Leads
Our client-facing advisers bring together expertise across financial planning, investments, protection, employee benefits, and related areas of advice.
Mike Ellis CFP®
Financial Advisor | Head of Risk Division
Mike leads GRLI’s Risk Division and provides financial advice with a strong focus on personal and business protection needs.
Tanya Kitching
Financial Advisor | Employee Benefits
Tanya combines financial-planning experience with specialist responsibility for GRLI’s Employee Benefits offering, supporting employers with benefit-related planning and advice.
Ed Mousley
Financial Advisor
Ed brings a legal background together with financial-services regulatory qualifications to his role as a financial adviser.
Derek Smith
Financial Advisor
Derek provides financial advice supported by formal financial-planning and regulatory qualifications.
Sean McDonald
Financial Advisor | Risk & Health Care
Sean is a qualified financial adviser with experience across life and investment advice as well as broader insurance and healthcare-related financial services.
Michelle Ryan
Financial Advisor
Michelle is a qualified financial adviser with formal training in financial planning and experience supporting clients with their financial-planning needs.
Grant Stockigt
Financial Advisor
Grant combines financial-advice experience with an academic background in financial management.
Client & Specialist Support Team
Good advice is supported by strong administration, communication, and client service. GRLI’s specialist support team works alongside the advisers to help ensure that client requirements are managed efficiently throughout the advice and service process.
Anél Muller
Senior Broker Assistant | Investment Division
Anél supports GRLI’s Investment Division and brings a strong legal, financial-services and estate-administration academic background to her role.
Renee Ellis
Senior Broker Assistant Risk Division
Renee provides specialist administrative and client-service support to GRLI’s Risk Division and its advisers.
Judy Peters
Data Administrator
Judy supports the GRLI team through data administration and information management.
Bernadette Moos
Communications Liaison
Bernadette supports communication between GRLI, its team and its clients.
Advice That Connects the Bigger Picture
Different areas of financial planning are often closely connected.
A business owner may require investment planning, personal risk protection, succession planning and employee benefits. A family approaching retirement may need to consider investments, income planning and appropriate protection. A change in personal circumstances can affect several parts of a financial plan at the same time. GRLI’s collaborative approach allows clients to draw on the appropriate specialist expertise while keeping sight of their broader financial goals.
Independent Advice. Specialist Expertise. Local Relationships.As an independent, advice-led financial services business, our focus is on understanding each client’s circumstances and helping them make considered financial decisions with access to the appropriate specialist expertise.
Garden Route Life & Investment Brokers (Pty) Ltd | Authorised Financial Services Provider – FSP 15204