YOUR FINANCIAL SUMMIT

OUR STORY
Serala is an ancient Sepedi word meaning a stone wall or protective barrier around a settlement. It is the highest point in the Wolkberg range of mountains in North Eastern Limpopo, the cliffs of which form a rampart, guarding a high altitude valley of immense beauty.
When you are on a mountain, you don’t just ‘pay attention’ to your hold or grip.
Attention wavers. It wanes.
If attention can be attracted, it can be distracted too.
Attention can be divided.
When you are on a mountain, what is in your hand, deserves your everything.
So when others may claim that they pay close attention to detail, we don’t. We scrutinise. We inspect, study, investigate, research, and explore every avenue of our business, because, like mountain climbing, we know what is at stake. It is why we have taken the unique approach of ensuring that we have two wealth managers on every one of our accounts. Not only are they accountable to each other, but they’re able to give support where needed. It is their different strengths and teamwork that ensures that you, our client, will summit.
And when you realise the extent of our support, knowing that someone is always familiar with your account, with your financial goals, you’ll be able to take on greater challenges and ‘climb’ even higher.
From retirement to estate planning, we can set a course for you.
Serala.
Your financial summit.
An Affinity Capital Group partner
OUR OFFERINGS

Retirement Planning
Including the management of pre- and post-retirement savings

Estate and Tax Planning
Including testamentary (drafting of Wills) and inter-vivos trust planning (both local and offshore)

Investment Planning
The management of local and offshore discretionary investments

Risk Management
The analysis and optimisation of life assurance portfolios; and the analysis and structuring of business assurance solutions for Small and Medium Sized Enterprises (SMEs)
INSIGHTS
MEET OUR TEAM
WEALTH MANAGERS

Somerset Morkel, CFP®
Director & Wealth Manager

Lynette Hall
Director & Wealth Manager

Katleho Khatlisi, CFP®
Wealth Manager

Deanu Murray, CFP®
Wealth Manager
ADMIN TEAM

Rosanna Couto
Operations Manager

Liesl Watson
Senior Administrator

Vauneen Frewen
Senior Administrator

Adrienne Hotz
Office Manager

Kim Ramsden
Administrator

Zoleka Maluleke
Junior Administrator
CONTACT US
CONTACT US
- Ground Floor Block G, Pinmill Farm, 164 Katherine St, Sandown, Johannesburg, 2196
- +27 (0)11 447 9927
- info@serala.co.za
- Follow us
ARTICLES
Investor Series Articles
- Article 1: Focusing on long-term investment objectives
- Article 2: Intra-year drawdowns are normal
- Article 3: Navigating through volatility – asset classes
- Article 4: Investing for the long run
- Article 5: Bear markets – ‘til bull do we part
- Article 6: Chasing yesterday’s winners
Education Series Articles
- Article 1: Unit Trusts
- Article 2: Saving vs Investing
- Article 3: Asset Classes
- Article 4: Income Distributions
- Article 5: Minimum Disclosure Document (MDD)
- Article 6: The power to save
CURRENCY TRACK
- 2025 Currency Performances - January 2026
- February 2026
- March 2026
- April 2026
- May 2026
- June 2026
- July 2026
MARKET OVERVIEWS
2026
- January 2026
- February 2026
- March 2026
- April 2026
- May 2026
- June 2026
Somerset Morkel, CFP®
Somerset attended the University of the Witwatersrand and obtained a BSc degree in 1978 and a Higher Diploma in Education in 1979. After a short stint as a Maths teacher, he joined the financial services industry in 1982 and shortly thereafter set up an independent financial planning business, SWM Financial Services cc. He soon discovered that his passion was holistic planning for private individuals, which included estate planning, retirement planning and general financial planning. In 1986 he studied for and passed the exams required to qualify as a Fellow of the Institute of Life and Pension Advisers. This institute amalgamated with the Financial Planning Institute and Somerset was awarded the Certified Financial Planner (CFP®) mark in 1996.
In 2004, Somerset sold his business and operated outside the financial services arena until 2009, when he joined Alexander Forbes as a wealth manager. In October 2012, he left Alex Forbes and set up an independent financial planning company which has become Serala Wealth Managers (Pty) Ltd. This new step has given him the ability to realise his dream – guiding a team that specialises in holistic financial planning for private individuals and assisting them to attain their goals and ambitions.
Lynette Hall
Lynette has been in the financial services industry since 1991 and was employed in various administrative and sales roles.
In 2010 she decided to embark on a career as an Independent Financial Adviser. She then joined Momentum Consult in 2013 as a franchisee, where she met Somerset Morkel and Luciano Orlando and collaborated with them frequently.
In 2015 she joined Serala as a Wealth Manager and was appointed a Director in 2019. Her focus is on holistic financial planning and has a Postgraduate Diploma in Financial Planning from the University of the Free State.
Lynette has a keen interest in exotic animals and has a collection of Macaw parrots.
Katleho Khatlisi, CFP®
Katleho completed her BCom Finance and BCom (Hons) in Financial Planning at the University of Johannesburg in 2018 and 2019, respectively.
Katleho’s career in financial planning began in 2020 when she joined Serala Wealth Managers as an ASISA IFA intern and graduated top of her class. She subsequently passed her RE5 exam and is now a Junior Wealth Manager.
In 2021 she successfully passed the FPI Professional Competency Exam for CFP® professionals. The CFP® designation is considered the pinnacle of professionalism in the industry.
In her free time, Katleho enjoys listening to choral music and hiking with friends.
Deanu Murray, CFP®
Deanu Murray is a Certified Financial Planner® (CFP) and Wealth Manager with a passion for helping clients build lasting financial confidence through holistic and independent advice. He holds a Bachelor of Commerce in Economics and International Trade, along with a Postgraduate Diploma in Financial Planning, and is proudly accredited through the Financial Planning Institute of Southern Africa (FPI).
With a reputation for integrity, professionalism, and genuine care, Deanu believes in building strong, personal relationships with each client. His goal is to simplify complex financial decisions and guide families and professionals toward sustainable wealth and peace of mind.
When he’s not helping clients reach their goals, you’ll find Deanu spearfishing, playing golf, or enjoying time outdoors — living the balanced lifestyle he helps others plan for.















