About Us
BMC Wealth was established in October 2015 when the practice changed its name from Marx Bateman and Associates, to reflect the surnames of the three partners, namely Bateman, Marx, and Chettle.
In 1983 Mark Bateman began practicing as an independent investment advisor and built up a stable and mature practice of loyal clients. Marx Bateman & Associates was formed in December 2009 when Chris Marx bought a 50% share in Mark Bateman and Associates.
John Chettle joined in May 2012 as an associate. John then bought a one-third share in March 2015 and the practice was then renamed BMC Wealth. More recently, in May 2021, Kobus Lourens joined the BMC Wealth team as an associate.
Collectively between our team, we have more than 110 years of wealth management experience and intellectual capital to draw from.
Mark, Chris, John and Kobus are professionally assisted by Traci, Shirley and Melissa.
More recently Toinette & Cheryl have joined us, Toinette manages reception and assists with admin and Cheryl assists Mark in Plettenberg Bay. They, in turn, are ably assisted by Busi.
Traci and Shirley have been with BMC Wealth since 2001, Melissa since 2013, Toinette and Cheryl since 2022 and Busi since 2010.
BMC Wealth operates from The Brook Office Park in Gillitts. The practice also has a presence in both the KZN Midlands and Plettenberg Bay.
