Bio

Get to know me

I am registered with the Financial Planning Institute as a Certified Financial Planner (CFP ®). I am based in Port Elizabeth and have gained a wealth of experience in the advice and financial services industry. I aspire to offer the best portfolio to all my clients. To make this possible, I equip myself with the necessary knowledge & skill set to ensure that your financial plan is relevant, accurate and best value. I ensure to treat each client with respect, honesty and integrity by caring not only for you, but for your loved ones too. I will continually strive to meet your needs and exceed your expectations.

Services

How I help my clients

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

Qualifications

Qualifications

  • B.Comm. Hons. (Strategic Management)
  • Certified Financial Planner (CFP)

Interests

Things I like to do

  • Running
  • Open water swimming
  • Cycling
    • Hiking

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