Bio

Get to know me

I enjoy work with people at all levels having spent many years in Labor Relations in the Government sector and also 19 years in the financial sector. This has opened my mind to active learning, innovative as well as analytical thinking

Services

How I help my clients

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

Interests

Things I like to do

  • Quality family time
  • Reading
  • Walks on the beach

TESTIMONIALS

What my clients have to say

Lyall Dolley
I am pleased to say that I've been a client of Mr Joel for approximately the past 8 to 10 years. Ever since my very first meeting with Toyer I can honestly say that it has been and still is an absolute pleasure having a man of his financial expertise and calibre not only advising me but also dealing with my financial matters.

Mr Joel is always more than willing to go the extra mile. Over the years I've come to know Toyer as a very humble, conscientious, meticulous, well-spoken professional. Even though Toyer and I have come along for such a long period of time, he has never let the level of professionalism with which he handles himself or my affairs slip.

Thank you very much Toyer for all your assistance over the past years. I look forward to continuing our relationship going forward.

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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