Heleen Wright

Critic
DISC Type : C

Director at Moonwater

City of Johannesburg, Gauteng, South Africa

Overview

Heleen Wright is the Director of Moonwater Chartered Accountants, leveraging extensive experience from prior CFO and Finance Director roles at companies like Virgin Mobile SA and Bowman Gilfillan. She holds a Bachelor of Commerce from the University of Pretoria and specializes in high-quality consultancy and financial support for businesses.

Heleen has a strong personal interest in investment strategy and financial education. She actively analyzes individual stocks, such as Coca-Cola and Pool Corporation, and encourages others to learn about investing through podcasts and by challenging common myths about wealth-building.

She recently traveled to Cyprus to attend the eToro Annual Investor Summit 2025.

Personality Overview

Objective Thinker

Negotiator

Critic

They are quite likely to negotiate on pricing or other key terms.  They prefer to analyze logically and value objective facts over emotions. They like to take decisions independently and do not seek others' support often.

Topics They Care About

Investment Strategy
Regularly posts detailed analyses of individual stocks like Coca-Cola and Pool Corporation, viewing them from a long-term investment perspective.
Financial Literacy
Shares resources like investment podcasts and findings from studies on wealth creation to help educate others on financial matters.
Business Performance
Her role at Moonwater focuses on providing business performance evaluations, financial planning, and cash flow management for clients.

Media Appearances

Heleen has no verified media appearances

Work History

4-2015
Director at Moonwater
GM Finance and Operations at Smile
6-2008 - 5-2012
CFO at Bowman Gilfillan
CFO at Virgin Mobile SA
FD at Ster-Kinekor

Education

1984 - 1987
Bachelor of Commerce (B.Com.) from University of Pretoria
Education details unavailable from Hoërskool Ventersdorp

More Information

Social Presence :

Prographics :

Exp : 14 Location : City of Johannesburg, Gauteng, South Africa Job Level : Mid-senior Designation : Director at Moonwater
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Insights For Selling To Heleen

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • Don’t forget to mention how you compare to competition on both features and pricing
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Don't give superficial answers, they are easily rattled by them
  • Do not use very emotional or colorful language

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Heleen is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Heleen

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Heleen move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Heleen take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Heleen

Personality Compatibility


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