I have 23 years’ experience as a Wealth Adviser, with companies such as Liberty Life, Nedbank Private Bank, Lloyds TSB International and RMB Private Bank. My passion is to help my clients succeed and, in order to do so, I will apply the highest level of financial planning and expertise. I have an analytical nature and will always ensure that I remain up to date with the latest industry developments to ensure that I always offer my clients the best solutions. I have studied extensively and have the requisite knowledge to help my clients, no matter what their personal situations may be. My professional qualifications are:
• CHARTERED FINANCIAL ANALYST (CFA)
• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• HONS.B.COMPT
• B.COM (ACC)
Through my time working in the Private Banking industry, I have come to know the needs of Ultra High Net Worth clients and specialize in working with them. My list of clients includes entrepreneurs, CEO’s and wealthy families.
Prior to working in the financial services industry, I was also a professional athlete and, as such, understand the unique financial planning and wealth management needs of professional entertainers, which include sports people, actors, models, singers and the like and have built specialized solutions for them.
More recently, I have started working with farmers and understand their needs and goals.
I am passionate about ensuring that people have planned well for their retirement and can retire financially free, enjoying the lifestyle they have worked for all their lives.
