Bio

Get to know me

I am a registered financial adviser with SFP and have 35 years’ experience in the advice & insurance industry. I aspire to offer an experience to all my clients that provides them with the most value. To make this possible, I equip myself with the necessary knowledge and skillset to ensure that your financial plan is relevant, accurate and executable. I ensure that each and every client is treated with honesty, respect and integrity by not only caring for you but for your loved ones too. You, the client, are the cornerstone of my practice and I will continually strive to meet your needs and exceed your expectations.

Services

How I help my clients

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

Qualifications

Qualifications

  • Certified Financial Planner (CFP)
  • Postgraduate Diploma in Financial Planning

Interests

Things I like to do

  • Author
  • Ex-Pilot
  • Spearfishing
    • Diving
    • Hiking watersports

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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