About Us
STRATEGY &
VALUES
At Persona, we are dedicated to the conviction that impactful financial guidance significantly shapes the journey of those aiming to construct, safeguard, and oversee their wealth. Our stringent selection process for advisors, coupled with robust support mechanisms, underscores our commitment to upholding the utmost quality in the advice provided. This commitment ensures that our clients consistently receive advice that meets the highest standards.
Moreover, we prioritize the accessibility of our advice by maintaining a broad national presence. This approach makes it effortless for you to connect with a Persona advisor in your local area, providing seamless access to our exceptional financial expertise.
OUR VISION
Enhance, protect and aspire our clients and families by providing differentiated financial advise and services.
OUR MISSION
To enhance and protect the lives of our FAMILY and to discover the WHY and not the HOW in financial planning
Meet The TEAM
Tersia van Nieuwenhuizen
Tersia is passionate about helping people and the wellbeing of their families by providing them with comprehensive financial planning. Financial planning is an ongoing process to help you make sensible decisions about money, that can help you achieve your goals in life. Financial planning is not only about buying Life insurance and Retirement products. It may involve implementing appropriate Wills to protect your family. Thinking about how your family will manage without your income should you fall ill or die prematurely, spending money differently. It involves thinking about all off these things together.
To answer this question is simple. We want to enhance and protect the lives of our families. This is WHY I am a financial adviser.
I often come across clients whose financial products, wills and estate planning does not speak the same language. It would be my privilege to assist you with the WHY in your financial plan.
She is focused, goal driven and work closely with our team to ensure that we deliver exceptional service and products to our clients, always keeping family in mind. She is excited to be part of such a dynamic and innovative company and she looks forward in helping our clients to achieve their goals.
“The fundamental question is WHY and not HOW!” – Lord Sebastian Coe
Sonja Jordaan
Operational manager for Team Tersia – Persona Group. Her financial career was born in 2000 and is fueled by her passion for the industry and clients. Her history with Tersia goes back as far as 2003.
Sonja is the ROCK of our practice and the TEAM dynamic. Always looking out for the best interest of our clients!
She is a team player and believe that change and growth is part of achieving goals. She’s a receptive person and is able to communicate well with people at all levels.
“Individual commitment to a group effort – that is what makes a team work, a company work, a society work, a civilization work” – Vince Lombardi
Deirdre Raats
Deirdre Raats is the friendly face of the company at reception. Her journey with Persona Group started in January 2019, and has been introduced to the industry in 2006. She assists client with Health, Vitality and Gapcover. Vitality is for sure her favorite product due to her passion for health and fitness.
She is always on the run or busy cycling. If you need to get to Diamond status, she is surely the person to contact at Persona Group.
Cindy Erasmus
Cindy Erasmus have been part of Persona Group – Team Tersia since 2010. She’s the friendly voice on the other side of the call when scheduling or confirming appointments for Tersia.
Her passion and dedication towards our team and our clients has made her a constant personality not only in our office but to our clients too!
She is always dedicated to the best and friendliest service.
Christine Swart
Christine Swart, is our Business Planner. She has been in the Financial services industry since 1987. Her entire career was built on the Financial Service industry. Her employment with Persona Group started in November 2017.
When she is not busy helping our clients achieving their financial goals, you can usually find her on an adventure with her children and grandchildren or best friend.
She is passionate about her position in the company and are committed to provide the highest level of service and information to our clients. She is focused, goal driven and work closely with our team to ensure that we deliver exceptional service and products to our clients, always keeping family in mind. She is excited to be part of such a dynamic and innovative company and she looks forward in helping our clients to achieve their goals.
