The Team

A team that works for you

You could spend hours online, at your computer, trying to find the best financial solution for you, your family, or your business. Or you could let our experts handle it.

Contact us

mobile-img
Scroll to explore

Grant  Khoury CFP®

Certified Financial Planner

OUR FOUNDER AND MANAGING DIRECTOR

Grant Khoury | Visionary Financial Advisor & Wealth Management Expert

With over 25 years of experience in the financial services industry, Grant Khoury is a trusted and  award-winning financial advisor, wealth manager, and managing director of Khoury &  Associates.

Grant holds a Certified Financial Planner (CFP) designation alongside a degree in Insurance and  Risk Management and Information Systems, a rare combination that bridges deep financial  expertise with strategic, data-informed thinking.

Grant’s achievements speak for themselves, for four consecutive years, he has been ranked  South Africa’s #1 Financial Advisor at Discovery, the highest national recognition in the  country’s financial advisory landscape.

He has also consistently placed in the top 3 of Discovery’s Invest CEO Awards, cementing his  standing as one of the most trusted and high-performing financial professionals in South Africa.

Grant’s approach is simple but powerful: he takes the time to truly understand each client’s  unique financial goals, circumstances, and concerns, crafting customised financial strategies  that go beyond generic advice.

Grant’s founding philosophy drives everything: great financial advice should be accessible to  everyone.

Grant Khoury portrait landscape

Grant Khoury CFP®

Certified Financial Planner

SENIOR FINANCIAL ADVISOR

Stephanie Shahim

Stephanie is an award-winning financial advisor with over 15 years of distinguished success in the insurance industry. A top-ranked BCom Honours graduate and RE5 accredited, Stephanie blends academic excellence with deep industry expertise to deliver exceptional results.

Nationally recognized at Discovery as one of the Top 20 Business Consultants, Stephanie now drives high-impact insurance and financial solutions at Khoury & Associates, with a specialization in employee benefits and group offerings.

Her strategic vision, results-driven approach, and unwavering dedication to clients position her as a trusted leader and influential voice in financial advisory.

Stephanie Shahim

Operations Director

Kim Gobey

Kim is a seasoned financial services professional with 18 years of deep industry experience, currently serving as Operations Director at Khoury & Associates.

She holds qualifications in Financial Planning, Human Resource Management and is RE5 certified, bringing a well-rounded and compliant approach to every aspect of her role.

Kim is driven by a genuine passion for putting clients at the heart of everything she does. She believes that exceptional client experiences are built on trust, consistency, and meaningful relationships, and this philosophy shapes the way she leads operations and engages with every individual she serves. Her commitment to operational excellence ensures that clients not only receive outstanding outcomes but feel valued and supported throughout every interaction.

Kim Gobey

SENIOR FINANCIAL ADVISOR

Bianca Page

Bianca is a Senior Financial Advisor with over 12 years’ experience in the financial services industry. A CFP® professional and a Discovery Prestige Financial Advisor, Bianca is dedicated to helping individuals, families, and businesses achieve confident financial futures through strategic, evidence-based advice and exceptional service.

She holds a BCom Finance degree and a BCom Honours in Financial Planning, graduating with one of the highest academic results in her class. Before transitioning into financial advisory, Bianca consistently ranked among the Top Business Consultants nationally. She brings deep technical expertise across investment planning, retirement solutions, tax optimisation, and risk management, and she translates complex strategies into clear, actionable plans.

Known for her proactive communication and ethical stewardship, Bianca has helped clients increase portfolio effiiciency and improve retirement readiness, consistently delivering measurable improvements in clients’ financial outcomes. She is committed to building long term, trust-based relationships and to delivering tailored solutions aligned to each client’s unique goals and life stage.

Bianca Thiels

Many moving parts,
managed by us.

Different elements make up your financial well being. In order to work well, they need to work
together. Our team partners with you to make sure that each part of your financial planning
helps all others to shine and achieve the best results.

Head of life and invest services

Leanne Marx

Leanne has 17 years of experience within the industry. Leanne prides herself on building long-term and fruitful relationships with our clients. Leanne works closely with her team to manage our Life and Invest product service offerings.

 

Office manager

Kim Gobey

Kim has, over the years, gained a wealth of knowledge in the industry, ranging from industry related rules and regulations to internal compliance functions. She is driven by strong ethics and a passion for upholding the integrity of the financial services industry.    
Khoury and Associates - Team - Kim

RELATIONSHIP MANAGER

Shirley Moodley


Shirley has worked with Grant for 20 years, during this time, building up an impressive knowledge of the business. Her main focus is on maintaining strong relationships with our clients across all our business areas.


LIFE AND VITALITY SPECIALIST

Shandin Watson

Shandin has 8 years of experience in the insurance industry. She strives to meet our clients’ needs, whether over the phone or face to face. She is extremely passionate about the Vitality programme and is a Vitality Diamond status holder. Shandin is able to assist to get you to Diamond status in the easiest possible way.

Khoury and Associates - Team - Shandin

INVEST SPECIALIST

Bever-Leigh Magwali

Bev has been in the industry for a short while however her dedication and commitment to looking after our clients’ investment needs is unparalleled.

Khoury and Associates - Team - Bever-Leigh

OFFICE CLERK

Letshani Precious Moyo


Precious is responsible for performing a variety of administrative tasks to support the day-to-day operations of the office. In doing so, she helps to ensure that the office runs smoothly and efficiently.



Client Support Liaison

Maedo Twala

Maedo is passionate about people and driven by results, Maedo serves as the trusted bridge between our specialists and clients and the solutions they need.

Health, Vitality & Bank Specialist

Nhlanhla Thusi

Nhlanhla has been in the industry for a number of years. He is dedicated to ensuring your Medical Aid, Vitality and Bank needs are taken care of.

Client Support & Home loan Specialist

Melicia Abreu

Melicia brings 29 years of experience in personal, business banking, and home loans with a leading bank. Joining our team, she leverages her expertise to drive growth in our home loans division, ensuring exceptional client satisfaction.
Melicia Abreu

Head of Service, Risk & Life

Leanne Marx

Leanne brings two decades of deep industry expertise to her role, with a steadfast focus on building long-term, meaningful relationships with clients. Her approach is rooted in trust, consistency, and a genuine commitment to delivering value at every touchpoint.

QUALIFICATIONS & ACCREDITATIONS: RE 5 | Regulatory Examination for Representatives Class of Business |Life, Health, Invest, Short-Term Personal Lines

Stephanie Shahim

Senior Insure Specialist

Zandre Theunissen

is passionate about people and delivering exceptional client experiences. Guided by a client centred approach, Zandre is committed to understanding and meeting each client's unique needs with care and precision.

Holding a Client Relationship Management Certificate, Zandre combines formal expertise with a natural ability to connect with people. A dedicated problem-solver at heart, Zandre takes pride in navigating challenges and ensuring every client receives the tailored support they deserve.

Kim Gobey

Relationship Executive

Shirley Moodley

Shirley has worked alongside Grant for more than 24 years, during which she has developed deep institutional knowledge and a sophisticated understanding of business operations. Her extensive experience and consistently professional demeanour make her a highly credible, trusted point of contact for clients and colleagues.

Shirley is dedicated to building and maintaining strong client relationships across all service areas, promoting continuity, trust and long-term engagement. Shirley also manages the company’s monthly on-site Wellness Day for clients, delivering a professionally curated programme that enhances wellbeing and reinforces client loyalty.

Bianca Thiels

Client Relationship Executive

Sugania Pillay

Sugania Pillay brings two decades of financial services expertise to her role as Client Relationship Executive, having worked across the banking, underwriting, and financial advisory sectors. Known for her unwavering commitment to exceptional client service, she specialises in building meaningful, long-lasting relationships that sit at the heart of everything she does.

Sugania is adept at managing a wide range of administrative responsibilities with efficiency and professionalism. Her ability to prioritise efficiency, maintain accuracy, and remain composed under pressure ensures that day-to-day workflows run seamlessly, making her an invaluable asset to both her clients and her team.

Driven by a genuine passion for people, Sugania goes beyond service delivery to cultivate trusted partnerships that clients can truly rely on. Her combination of industry knowledge, strong administrative capability, and natural people skills ensures that every client experience is seamless and professional.

Sugania Pillay

HEAD OF INVEST

Bev Magwali

Bev holds a Bachelor of Commerce Honours Degree in Accounting and Finance and is a qualified Financial Advisor, holding the RE5 regulatory qualification. She heads up the Investment division, where she oversees the modelling and restructuring of client portfolios, retirement and investment projections and analysis as well as all investment related queries, processes, and matters within the department, ensuring that every client's financial journey is handled with the highest standard of expertise, precision, and care. What sets Bev apart is that she maintains active engagement with leading Asset Managers, keeping herself up to date on market developments and wealth creation strategies.

Bev has been the head paraplanner of the brokerage for over half a decade, her dedication and commitment to understanding and protecting our clients’ investment needs is unparalleled. A trusted leader in this complex space.

Bever-Leigh Magwali

OFFICE CLERK

Letshani Precious Moyo

Precious brings a calm, professional presence to the office, providing dependable administrative support that enables the team to perform at its best.

Approachable and attentive, Precious promotes clear communication and a welcoming workplace culture. Her consistent reliability and thoughtful judgment give colleagues the confidence to focus on their priorities, knowing day-to-day operations are in capable hands.

Letshani Precious Moyo

Associate Financial Advisor

Caleb Grimett

Caleb Grimett is a driven financial professional with a background in high-performance sport, bringing discipline, resilience, and a people-first approach to everything he does.

Caleb holds a Bachelor of Commerce in Business Management and has obtained his RE5 qualification, combining strong academic grounding with practical expertise.

Having both competed and coached at high levels, Caleb has developed the ability to lead under pressure, make clear strategic decisions, and guide individuals towards long-term success. He applies these same principles in his financial practice, working closely with clients to provide trusted, tailored advice and help them build confident financial futures.

Caleb Grimett

Associate Financial Advisor

Jordan Mukheiber

Jordan helps individuals and families turn financial complexity into clarity through disciplined, goal-focused planning tailored to their unique needs.

Holding a BCom from the University of the Witwatersrand in Insurance and Risk Management and an aspiring CFP®, he brings both academic rigour and real-world business experience to his practice.

Grounded in integrity and a genuine commitment to long-term client success, his work is built on trust, strong relationships, and exceptional service, helping clients protect what matters most and build lasting financial stability.

Jordan Mukheiber

Senior Insure Specialist

Bongiwe Mncina

Bongiwe Mncina is a dedicated Short-Term Insurance Specialist, with 7 years’ experience in the industry and a proven commitment to delivering exceptional client experiences.

Combining deep technical expertise with a personalised, client-focused approach, she brings meaningful value to every interaction, ensuring that each client feels understood, supported, and well-protected.

Known for her professionalism, attention to detail, and genuine care for clients, Bongiwe consistently goes above and beyond to build lasting relationships grounded in trust and transparency.

QUALIFICATIONS & ACCREDITATIONS RE 5 | Regulatory Examination for Representatives Class of Business | Short-Term Personal Lines NQF 5 | Wealth Management

Bongiwe Mncina

Client Support Assistant

Maedo Twala

Maedo is an accomplished Client Support Assistant, certified in Financial Services and Advisory. With experience in front-of-house and administrative roles across the audit, legal and mining sectors, Maedo is a dependable point of contact and trusted support resource.

Maedo delivers measurable value to the organisation by ensuring operational consistency, driving reliable follow-through on client matters, and enabling colleagues to work more efficiently. Her professional competence and composed, client-focused demeanor ensures attentive service and prompt, effective internal support.

Maedo Twala

Vitality, Health and Bank Specialist

Nhlanhla Thusi

Nhlanhla Thusi is a seasoned financial services professional with over 20 years of experience, and currently a specialist in Medical Aid, Vitality, and Banking solutions. Armed with an NQF Level 5 qualification in Wealth Management, Nhlanhla brings a wealth of knowledge and a client-first approach to every interaction.

Deeply passionate about customer service excellence and empowering clients to live healthier, more financially secure lives, Nhlanhla is committed to delivering a service that makes a meaningful difference.

Nhlanhla Thusi

Internal Compliance Officer

Lebogang Mofokeng

Lebo is an Internal Compliance Officer with expertise across various insurer product lines. Dedicated to risk analysis and regulatory compliance, Lebo conducts audits, reviews policies, and implements practical controls to maintain the brokerage’s regulatory alignment.

Renowned for professional communication and collaboration, Lebo proactively identifies vulnerabilities and implements targeted risk-mitigation measures to protect the business and its clients.

Lebogang Mofokeng
Are you ready to meet your success team?