I have 37 years of experience in the Financial Services Industry and I am a licensed CERTIFIED FINANCIAL PLANNER® professional, also known as a CFP® professional.

A CFP® is an internationally recognised professional accreditation, which requires on-going study to maintain Certification each year. The prestigious Financial Planning Institute of South Africa insists that CFP®s abide by a strict Code of Conduct and adhere to their Generally Accepted Planning Practice.

 

But my passion is about being with my family and my daughters are my life. Every day they remind me of why I do what I do.

 

FSP 22026

We have a long history of tax-efficient success through a proven wealth management process that is strictly monitored by professionals and regularly reported to you.

 

We offer Financial Planning for:

• Investment and Financial Planning

• Business Assurance

• Retirement Planning

• Estate Planning 

 

Save tax through properly planned Wills and Trusts; protect your business assets, your Partnerships and Key Men with inexpensive risk protection. These are all essential elements of an integrated Retirement and Estate planning process.

I have made it my business to keep in touch with new developments in the wealth management industry and love sharing any significant articles I find that could benefit my clients' investment needs.

 

Take a moment and sign up for my regular newsletter, open some of the teasers below or just follow my social media links provided where I will share industry insights.