About KIW | Our Team
Our team comprises of experienced industry professionals with over five decades of cumulative expertise.
We are united by a shared commitment to do what’s right for our clients, fostering long-term partnerships and providing objective independent advice.
Anton began his career as a Civil Engineer before pursuing his entrepreneurial ambitions. After early product and trademark development, he joined Liberty Life in 1988, where he built a successful career, earned industry accolades, and became part of Donald Gordon’s Agency Leader Group. He was also at the forefront of financial planning technology, contributing to the development of an innovative client planning system.
In 2008, Anton established Anton Koch Financial Planning CC to provide truly independent advice. After 31 years in the industry, he founded Koch Independent Wealth (KIW) in 2020, where he now leads a dynamic team delivering boutique, independent, and client-focused wealth management services.
Sam began his career in financial planning in 2008, gaining broad experience across the long-term insurance environment and progressing through a variety of advisory and leadership roles. Over time, his focus shifted away from traditional tied sales-driven models toward independent advice that is grounded in trust, clarity and long-term client relationships.
In March 2020, Sam joined Koch Independent Wealth at a pivotal stage in the practice’s evolution. He plays an integral role in shaping the client experience and ensuring continuity within the practice. Sam’s approach is strongly relationship-focused, placing emphasis on understanding each client’s personal circumstances and supporting them through every stage of their financial journey.
Sam holds a National Certificate in Financial Planning, has completed his Post-graduate Diploma in Financial Planning from the University of the Freestate , and has attained the Certified Financial Planner® (CFP®) designation from the Financial Planning institute. He brings experience, perspective and a steady, people-first approach to the KIW team.
Jason began his career in financial planning in 2015, working at some of the largest independent financial advice (IFA) practices in the country. Through these roles, he gained deep technical insight into the structure and delivery of truly independent advice while progressing from paraplanner to senior positions.
In 2021, he joined Koch Independent Wealth, bringing his extensive experience to a smaller boutique firm where he could work more closely with clients.
His tertiary qualifications include a Bachelor of Commerce degree with a double major in general and applied economics from UKZN, a Post-Graduate Diploma in Financial Planning from the University of the Free State (through which he earned his CFP® designation – the highest and most recognised global qualification in the financial planning industry), and more recently a Master’s degree in Taxation with an offshore focus on international business structuring.
Jason is an analytical thinker with a strong ability to distill large, complex problems into clear, easy-to-understand concepts – a skill that proves invaluable when helping clients understand and navigate the bigger picture. He has become a highly valued member of the KIW team.
After graduating from UKZN with a Bachelor of Arts degree, Helen travelled to London, where she completed a Retail Management Diploma with the John Lewis Partnership on Oxford Street.
Upon returning to South Africa in 1994, she joined Speciality Stores, working across several departments within the Buying Office. She later stepped away from formal employment to marry Anton, after which she became an integral part of the business, contributing across multiple functions and playing a significant role in its growth and development.
In addition to her business involvement, Helen is deeply committed to community service. She is actively involved in voluntary work with the Durban North Conservancy/ EnviroFixers Durban North and serves on the Ward Committee for Ward 36, eThekwini, demonstrating her strong commitment to environmental stewardship and civic engagement.
Helen takes great pride in her close involvement with the business and is excited to see Koch Independent Wealth continue to evolve into a self-sustaining organisation. KIW represents a lasting legacy, built on the principles of exceptional service and making a meaningful difference in the lives of its clients.
Jenny joined Koch Independent Wealth in 2015, bringing with her extensive experience in finance and administration, supported by a strong tax and legal background. Her deep understanding of best practice and regulatory processes has proven invaluable to the business, and she plays a key role in ensuring operational efficiency and consistency across client services.
Over the years, Jenny has become integral to the KIW team, building trusted, long-standing relationships with clients through her professionalism, reliability and attention to detail. She continues to strengthen her expertise through ongoing industry training, including programmes with leading investment platforms such as Allan Gray. A dedicated team player, Jenny is known for delivering outstanding client service and supporting both clients and advisers with care and precision.
Roxy began her career in financial services in 2008, gaining experience across the banking sector and within a financial planning company. She has extensive experience in financial planning administration, client onboarding and ongoing service support, and plays a key role in managing client processes and communications. Known for her efficiency and calm, organised approach, Roxy helps simplify complexity and ensures a consistently positive client experience.
She holds her RE5 qualification, along with Class of Business certifications for Short-Term Personal Lines and Health/GAP products. Since joining Koch Independent Wealth in 2022, Roxy has been a trusted support to both clients and the advisory team, contributing to a smooth, professional and client-centred journey.
