Bio

Get to know me

I am a Registered Financial planner with SFP and have been in the industry since 2008 I am passionate to help you as the client. I obtained my Postgraduate Diploma in Financial planning in 2018 from the University of Free State. I aspire to offer you the best experience that offers you as the client the most value. I constantly update myself with the necessary knowledge to stay on top of everything to provide you as the client with the most accurate and executable Financial Plan. The financial plan must always be relevant to your specific situation. The four pillars that I do business on is - Integrity, Honesty, Respect and Accountability. You as the client are the cornerstone of my Business and I will continually strive to meet your needs and exceed your expectations. I want to walk a long path with each and every client and help them as individual.

Services

How I help my clients

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

Qualifications

Qualifications

  • Postgraduate Diploma in Financial Planning

Interests

Things I like to do

  • Exploring the outdoors with my family

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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