Bio

Get to know me

I joined SFP in 2020 as a Registered Financial Adviser. Prior to SFP, I was employed with Nedbank as a registered financial adviser. I chose financial planning as a career as I am passionate about helping people. Every life situation is unique, and that needs to be incorporated into their financial plan. I am dedicated to learning about your personal goals and together we will use them to build a financial plan focused on your specific needs. I aspire to offer an experience that provides you with the most value. In this manner, I will help you realise your financial goals by adequately protecting and safeguarding your personal wealth. Solutions that are tax efficient, cost effective and tried & tested, from the basis of the proposal presented to you. I consider you, my client, to be the cornerstone of my practice and I will make sure to meet your needs and exceed your expectations. If you ever have questions about your financial plan or about your financial products, contact me. We will set up a time to meet and review your needs and address any questions you may have. Working together, we will create a plan to meet your financial goals.

Services

How I help my clients

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

Qualifications

Qualifications

  • Higher Certificate in Wealth Management

Interests

Things I like to do

  • Hiking
  • Reading
  • Gardening

CAMPAIGNS

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