About.
Who We Are.
Behind every great financial plan is a dedicated team you can trust. Our team is here to help and support you at every stage of your financial journey. In an age where many firms work entirely remotely, we’re proud to be office-based, offering personal contact, continuity, and a friendly face - whenever you need us.
With years of collective experience and a commitment to delivering independent advice, we work together to provide clear guidance and practical solutions. Whether you have questions, need reassurance, or want to explore new opportunities, we’re always on hand to assist you.
Jody Banks MBA FPFS
CEO & Chartered Financial Planner.
With over 20 years of experience, Jody loves building long term client relationships and ensuring every individual feels understood. She leads the firm with a steady and insightful approach and is committed to personal service, trusted advice, and maintaining the high standards that define the firm.
Kevin Caple Dip PFS
Director & Financial Adviser.
With more than 30 years in financial services, Kevin combines experience and clarity to help clients feel confident about their financial future. Calm, methodical and trusted, he values building relationships that stand the test of time.
James Bergmann FPFS
Chartered Financial Planner & Operations Director.
James enjoys helping clients gain clarity and peace of mind about their finances. Detail-focused and approachable, he brings technical expertise and a steady hand to both client work and the firm’s operations.
Kym Boulton
Employee Benefit & HR Director.
Kym thrives on variety and collaboration, working with clients to develop employee benefits that enhance wellbeing and retention. Her positive energy and approachable style keep both clients and colleagues smiling.
Dawn Peacock
Administrator.
With nearly 20 years of experience, Dawn ensures everything runs smoothly behind the scenes. Friendly and efficient, she enjoys the variety of her role and the chance to build genuine connections with clients.
Helen Duncan
Client Manager.
With over 45 years in financial services, Helen brings a wealth of experience and a genuine care for clients. She enjoys the variety of her role, from supporting individual financial reviews to meeting corporate clients, and takes pride in providing thoughtful, consistent service.
Matt Cates
Paraplanner.
Curious and solution-driven, Matt enjoys the challenge of piecing together each client’s financial picture. He brings a collaborative spirit and a calm, problem-solving approach to every case.
Kate Phoenix
Paraplanner.
Analytical and thoughtful, Kate enjoys finding creative solutions to complex client objectives. She takes pride in producing clear, well-reasoned advice that clients can trust and understand.
Maian Minnaar
Trainee Paraplanner.
Maian values the individuality of every client case and brings strong communication skills that bridge teams across the business. His analytical approach and enthusiasm make him a valued part of the Caple Banks team.