I am a Certified Financial Planner with over 30 years of experience. I advise individuals and their families on complex matters such portfolio management, estate planning and other wealth management issues.
I use modern sound principals that work, derived from our best house view resulting in a simple focussed strategy that is able to pass on from one generation to the next with minimum disruption and costs.
I continually attend conferences and workshops and keep up to date with whats happening in the financial planning environment. I have served on various Financial Planning Institute and Alexander Forbes Committees.
I have many clients that have continued to deal with me over the past 30 years because I understand their situation and concerns.I am a Certified Financial Planner with over 30 years of experience. I advise individuals and their families on complex matters such portfolio management, estate planning and other wealth management issues. I use modern sound principals that work, derived from our best house view resulting in a simple focussed strategy that is able to pass on from one generation to the next with minimum disruption and costs. I continually attend conferences and workshops and keep up to date with whats happening in the financial planning environment. I have served on various Financial Planning Institute and Alexander Forbes Committees. I have many clients that have continued to deal with me over the past 30 years because I understand their situation and concerns.
