Bio

Get to know me

I'm a professional financial adviser with 21 years experience in the industry. I specialize in holistic financial planning , creating and protecting the wealth of my clients. My role as financial adviser is motivational and educational and ensuring that clients remain on track with their financial plan.

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.Social Sciences (Hons)
  • Higher Certificate in Financial Planning
  • Certificate in Financial Planning

Interests

Things I like to do

  • Travelling
  • Fashion
  • Hiking

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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