Bio

Get to know me

Hi There! I am Russell, a Certified Financial Planner® professional and proudly self-admitted "addict of learning" from all realms of knowledge and wisdom. Whether it be studying further, podcasts, videos, mentors and networking, I strive to expand my mindset. My sole purpose in life is to be the "Phil Jackson" to every client I advise, teach, mentor and coach. My goal is to help clients get their financial house in order. I also aim to empower them with finance and business knowledge to handle their day-to-day financial decisions. My ultimate objective is to assist clients in achieving financial freedom in their lives.

Services

How I help my clients

  • Insurance
  • Retirement
  • Investments
    • Financial Planning
    • Business Insurance
    • Short Term 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

  • Gym
  • Bouldering
  • Listening to podcasts about Self-Growth
    • Bodybuilding
    • Reading books

CAMPAIGNS

Discover how we can support you

Start your financial planning journey

Speak to us now and get advice you deserve.

Speak to a planner