Courtney Le Vieux CFP®
Private Wealth Manager (11 Years of Industry Experience)
Certified Financial Planner
Postgraduate Diploma in Financial Planning and Investments (Stellenbosch)
Advanced Diploma in Tax Planning (UCT)
Courtney is a registered CFP® professional specializing in strategic wealth structuring by helping clients build, manage, and preserve their wealth. She has developed valuable expertise in Exchange Control, offshore remittances, investment management, trusts, South African company structures (Pty Ltd), and tax planning. This breadth of knowledge enables her to provide comprehensive, tailored solutions to clients across all life stages.
Her boutique and nimble approach to investment management have cultivated strong, long-standing client relationships, reflected in an exceptional client retention record. Courtney holds a Postgraduate Diploma in Financial Planning and Investments from Stellenbosch University and a Certificate in South African Tax Law from the University of Cape Town (2020).
She joined Anchor Capital in 2023, bringing valuable experience from Barclays Africa Group (ABSA) and Allan Gray Investment Management. In her previous role as an FX Business Development Manager at Currency Partners, she developed strong commercial acumen and an entrepreneurial mindset, which she now leverages to deliver strategic, client-focused financial advice.
Courtney is passionate about empowering investors and is driven by a clear purpose: to provide sophisticated, forward-thinking advice that empowers clients to build and preserve multigenerational wealth.
Beyond her professional life, Courtney spends her time on the golf course, hiking scenic trails, and seeking out new wine farms throughout the Cape.
