Bio

Get to know me

Personalization is one of the most crucial factors clients' values in a Financial Adviser. I have 16- and 28 years of experience in the advice & insurance industry and the financial services industry, respectively. I obtained my Hons B Com & CTA Qualification at Northwest University in 1991 and my Post Graduate Diploma in Personal Financial Planning from the University of the Free State in 2001. My great passion is knowing that I have parted with financial knowledge and vested it in my client’s life in a simple and understandable manner. I service my clients, who include individuals, couples, families, and family-owned businesses, to understand their individual needs, wants, goals and timetables. I know that a generic solution is not the right one for the unique circumstances surrounding every client. I apply my extensive skill set to craft a unique solution for you and your needs through applying the standardized 6-step financial planning process.

Services

How I help my clients

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

Qualifications

Qualifications

  • B.Comm. Hons. (Financial Planning)
  • Advance Postgraduate Diploma in Financial Planning
  • Chartered Accountant (SA)

Interests

Things I like to do

  • Wildlife Photographer
  • Tourist in my own country

CAMPAIGNS

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