I am a Certified Financial Planner® with a primary focus on providing holistic advice based on the four fundamental pillars of a financial plan; retirement, investment, risk and estate planning.
I hold Graduate Diplomas of Financial Planning in both Australia and South Africa. I also have an Advanced Postgraduate Diploma in Investment Planning with specialisation in asset types and portfolio planning. I am a registered tax practitioner with the South African Revenue Service; I provide tax advice on estate and investment planning needs.
I am the owner of and contributor to The Grit Gap. It is a blog I started to share my ideas and useful information on financial planning strategies and products.
