Lore Winter

Financial Planner

Lore Winter joined Veritas Wealth in January 2020. She chose to join Veritas because of her wish to work in an independent practice, as part of a team of like-minded colleagues, who believe in developing long-term partnerships with clients, and who follow a wholistic financial planning approach.

Lore’s path to a career in Financial Planning included several diverse detours. She initially qualified as an Occupational Therapist. After working in various clinical roles, she discovered an interest in finance and developing and managing business processes and systems. She went on to complete an MBA at the University of Cape Town in 2007, followed by a semester as an exchange student at the Fuqua School of Business, at Duke University, in North Carolina.

While her passion for helping individuals led her back to a clinical role after her business studies, she soon realised that she missed the number crunching and business skills she had developed.

It was her husband, David, who sparked her interest in financial planning. During a hike up Table Mountain one evening, Lore expressed that she was struggling to find a way to bring together her diverse interests and skills, her passion for helping people and her love of numbers and Microsoft Excel. David suggested she investigate financial planning as a profession. Her investigations sparked an interest in financial wellness and started the next chapter of her career.

Lore went on to complete her post-graduate diploma in Financial Planning at the University of Stellenbosch and obtained her CERTIFIED FINANCIAL PLANNER® Professional certification in 2010.

Lore is fascinated by the relationship, between our money and our emotions, and how our ‘money personalities’ develop. She still has a keen interest in child development. And, as a mother of two younger children, she is eager to learn more about encouraging children to foster a healthy relationship with money and to develop good money-habits from early on.

More recently, Lore has developed a special interest in helping and supporting families to prepare for and navigate critical illness and death. Witnessing firsthand how her father’s struggle with early-onset dementia impacted on her family, she is keen to help families who face similar tragedies.

Lore lives in the southern suburbs with her husband David and two boisterous young children, Luke and Robyn. Outside of work, Lore is happiest spending time with her family, especially outdoors. She enjoys walking on the mountain, a good crime novel, trying new recipes and is working on her birding skills. Her favourite holidays are road trips, camping in the bush, and exploring new places without cell phone reception or Wi-Fi.