When I joined the financial services industry in 2009 I’ve already had 9 years of experience running several successful SMEs.  I had also experienced the loss of a loved one to cancer in circumstances where no medical aid or dread disease cover provisions were made.   I experienced friends lose their loved ones without there being adequate life insurance or a valid Will.  I therefore realized that I could make a difference in people’s lives by utilizing my skills to ensure that every client I meet experiences the great value behind good advice.

What it is that I do?

Understanding that each client’s circumstances are unique and requires individualized tailor made solutions is at the heart of my practice.  Your particular financial reality, fears, dreams, hopes and goals are yours alone.  So I listen before I advise.  With a decade of success in growing, managing and preserving wealth, I am more passionate than ever in my pursuit to create financial freedom for each of my clients.

How I do what I do?

Combining over 18 years of business experience with my love and passion for financial planning together with my legal background, I can ensure that my clients experience holistic financial planning underpinned by professionalism, competence and confidentiality protected by legal professional privilege.  Synergy and specialization is very important.  The partnerships I’ve created ensures that my clients receive holistic, specialized and professional advice at every step of our journey together.