Bio

Get to know me

I am an independent broker with 22 years of experience in the financial planning industry, having obtained numerous accolades during this time. I joined SFP in 2018 to offer my clients holistic financial planning and objectivity. My motto: “Professional service and financial advice to enable you as a client to make an informed financial decision”.

Services

How I help my clients

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

Qualifications

Qualifications

  • National Certificate in Wealth Management
  • B.A. Law

Interests

Things I like to do

  • Outdoor activities

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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