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

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