As a CERTIFIED FINANCIAL PLANNER® with Global Wealth Advisory (Pty) Ltd, I have been committed to providing clients with tailored financial advice since 2015. My credentials include a B. Com in Entrepreneurship and RE 1 (Key Individual) & 5 (Representative) certifications.
Building long term relationships with my clients is the corner stone of my business. My role involves offering comprehensive financial advice designed to help clients manage, grow, and safeguard their wealth over the long term.
Passionate about client education, I work alongside each individual to navigate their unique financial path, with the ultimate goal of achieving financial stability and freedom.
With a commitment to professional, personalized service, I help clients not only plan for the future but also realize their financial goals and aspirations.
We utilize a range of investment vehicles, including both local and offshore options. We structure portfolios that support the creation of generational wealth, with a focus on maximizing tax benefits and ensuring accurate estate planning. My services are designed to offer clients a complete financial planning solution.
My service offering encompasses retirement planning, wills and estate planning, and long-term insurance, with coverage options for both personal and business needs based on risk analysis. Additionally, we offer gap cover and medical aid, ensuring that clients have access to a full spectrum of financial planning.
