Bio

Get to know me

I have been in the Banking and Finance Sector for over two decades; and more recently involved in Risk Management for almost 10 years of this period. My clients include those seeking advice for their finances as well as those requiring specialist advice to ensure that they achieve and maintain the best possible financial outcomes. I specialise in providing practical, bespoke financial advice. You can trust me with all your financial needs while giving you personalised service and attention along the way to make sure that you are fully informed.

Services

How I help my clients

  • Insurance
  • Retirement
  • Investments
    • Financial Planning
    • Business Insurance
    • Lifestyle & Loyalty Programmes
    • Fiduciary Services
    • Medical Cover (Referal)
    • GAP Cover (Referal)

Qualifications

Qualifications

  • Higher Certificate in Financial Planning

Interests

Things I like to do

  • Reading
  • Baking

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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