My journey in the financial planning industry started in 1986, when I joined Liberty Life. I started a financial planning business in 1989 as an independent financial adviser, and have remained independent ever since. I have always believed that financial advice should be based on the requirements of the individual, and should be advice driven. The purpose of my business is to help people manage their money so that they can live better quality lives by making more informed decisions around their finances. I have a Post Graduate Diploma in Financial Planning, as well as a Post Graduate Diploma in Investment Planning. I run a fee based practice based on an advisory model.
Recent Posts
Why Are Medical Schemes Increasing Their Prices So Much in 2025?
If you’re a member of a medical scheme in South Africa, you’ve probably noticed that contribution increases for 2025 are significantly higher than in previous years. Medical schemes like Bestmed,...
View ArticleHow to Spend Your Bonus: A South African Financial Advisor’s Guide
It’s that time of year again! Whether it’s a year-end bonus, performance-related pay, or a guaranteed 13th cheque that’s essentially self-funded, receiving a bonus is always a welcome financial boost....
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