I am an established financial adviser tied to Old Mutual Personal Financial Advice (PFA). I am a member of the Circle of Notable Advisers (CONA) within Old Mutual Personal Financial Services. This is a group of world-class advisers in respect of their level of professionalism, production standards and the extent to which their customers are at the centre of their practices.
I am one of only a handful of Integrated Wealth Planners in KwaZulu-Natal. Through my bespoke, technologically-driven Integrated Wealth Planning process, I work with customers to understand their goals and formulate a unique, holistic, tailormade financial plan to help them attain their goals and live the lifestyle they choose.
As your financial adviser, I will coordinate the financial planning process for you, using my Integrated Wealth Planning programme. I will help you to identify your goals and work with you to implement a series of strategies that will help you to realise your vision for the future.
This approach to wealth planning ensures that you have the best chance of achieving your short-, medium- and long-term goals. The ongoing advice focuses on you, your desired lifestyle and your goals. This process shows me what is important to you, what you want and need, as well as your hopes and fears.
I will keep pace with the external environment and monitor your investments’ progress and keep you informed along the way.
