I am a Certified Financial Planner (CFP) and have been a Financial Planner since August 2015. I have a substantial base of clients that are approaching retirement or are in retirement. I focus on growing clients’ investments and I have multiple codes which allows me to offer an unbiased service.
I assist with tax free Savings Accounts, Retirement Annuities, Preservation Funds and Living Annuities. I also promote offshore investing in order to diversify clients portfolios.
Call us: +27 11 470 6000
mymoney123@fpi.co.za
