Bio

Get to know me

I am an independent financial planner with more than 20 years of experience in the financial services industry. I subscribe to the ethos of honesty, integrity, loyalty and professionalism in dealing with my clients and business.

Services

How I help my clients

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

Qualifications

Qualifications

  • Certified Financial Planner (CFP)
  • Postgraduate Diploma in Financial Planning

Interests

Things I like to do

  • Outdoor activities
  • Gym
  • Hiking
    • Boat sailing

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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