Bio

Get to know me

Born of a family with scepticism and frustration toward the financial services industry, I embarked on this path to help those closest to me navigate the complexities of money matters. Honesty, integrity and delivering on promises are core principles I strive toward. Helping those around me and building relationships based on trust are what keep me motivated. I consider myself an efficient “money mover”, always focused on preserving value. With 15 years’ experience in the financial services industry, I have gained the knowledge and insight needed to help clients navigate complex financial decisions with confidence. I specialise in retirement planning and investments, helping clients build, preserve and draw income from their wealth in a practical and sustainable way. I am a FINANCIAL SERVICES ADVISOR™ professional member of the Financial Planning Institute of Southern Africa (FPI), committed to ethical advice, professional excellence and ongoing professional development.

Services

How I help my clients

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

Qualifications

Qualifications

  • Advanced Certificate in Financial Planning

Interests

Things I like to do

  • Hiking
  • Tennis
  • Reading

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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