I am a Certified Financial Planner (CFP®) registered as a member of the Financial Planning Institute of South Africa (FPI). I am currently working as an Independent Financial Adviser for Donsure – Risk and Investment Services, in Gqeberha in the Eastern Cape.
I handle most areas of Financial Planning, with a focus on Risk Planning, Investments, and Wealth Management as well as basic Estate Planning. I focus on Lifestyle Financial planning, assisting clients to bridge the gap between their current lifestyle and the desired lifestyle.
We offer the following services:
• Risk Planning (Old Mutual, PPS for Professionals, Discovery, Liberty, Sanlam)
• Business Insurance
• Investment Planning (Allan Gray, Sygnia, Coronation, Foord, Nedgroup, Prudential etc.)
• Retirement Planning
• Estate Planning
• Short term Insurance (Personal and Commercial Lines, Agri, Marine, Aviation)
