Bio

Get to know me

Kosie has over 20 years of experience in the insurance and advice industry. He recently joined Succession Financial Planning as an independent financial adviser. Trust is a big component of Kosie’s relationship with his clients. Kosie strives to bring financial freedom to his clients, which will free their hearts and minds of worry about the what – ifs of life.

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

  • B.Comm. (Law)
  • Bachelor of Commerce

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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