Bio

Get to know me

Billy started his profession as financial planner with Sanlam in 2006. Although he received continuous professional development at Sanlam, he managed to further his studies and obtained numerous certificates in financial planning. He received several accolades to award his progress as financial planner and progressed to obtain a Postgraduate Diploma at a tertiary institution. In 2017, he joined SFP as an independent financial planner in order to offer his clients a diverse plan.

Services

How I help my clients

  • Insurance
  • Retirement
  • Investments
    • Financial Planning
    • Business Insurance
    • Fiduciary Services
    • Medical Cover (Referal)
    • GAP Cover (Referal)

Qualifications

Qualifications

  • Post Graduate Diploma in Financial Planning
  • National Certificate in Financial Planning
  • Higher Certificate in Wealth Management

Interests

Things I like to do

  • Karate

CAMPAIGNS

Discover how we can support you

Achieve financial independence and sustainable wealth with our financial coaching approach

Our team consists of a number of financial planners who specialise in different financial disciplines, which allows us to provide our clients with a greater depth of knowledge, servicing all financial needs and requirements from a single location. This customised approach takes into consideration the complexity and uniqueness of each client's position and goals, so you can rest assured that your specific financial needs will be catered for.

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