Patrick’s first “job” was packing shopping at Pick n’ Pay while on school holidays. After matriculating, he sold Kirby vacuum cleaners, worked on the Greyville tote and waitered while studying at University. In his final year of study, he started a carpet and window cleaning business called CAP Clean. He sold this in 1993 and joined Christies Airconditioning until 1995. He has worked in the investment and financial planning industry since 1995 starting with Liberty Life. He also initiated and founded Leading Edge Properties (Pty) Ltd in 1993. In 2002 he initiated and co-founded Redwood Unlimited Financial Services (Pty)Ltd. He sold his shares in May 2008 and started the School of Unconditional Love – SOUL – in Jan 2009 focusing on working with corporates and individuals to grow self-awareness and help with change management. Missing the dynamics of the investment industry, he was then contracted to Cannon Asset Managers in May 2011 as a portfolio manager. He resigned from Cannon in July 2015 and founded Wealth Tap (Pty) Ltd which is a wealth management and financial planning advisory business.
Patrick has extensive personal experience in property having invested in a variety of residential and commercial properties. He has also traded and manages his own investment portfolios and has done so since the late 1990s.
Patrick has been a member of the Financial Planning Institute since 1997 and is a Certified Financial Planner CFP® qualified through the University of the Orange Free State. He also holds a Bachelor of Social Science degree with Legal Studies, Business Administration and Marketing as majors, and a Post Grad Diploma in Marketing Management.
