With over two decades of experience in financial planning, I am dedicated to helping clients achieve their financial goals through comprehensive and personalised advice. My journey in the financial services industry began in 2000 with Absa, where I quickly discovered my passion for financial planning. Over the years, I have obtained various qualifications, including a Postgraduate Certificate in Financial Planning and an MBA, and have gained extensive experience in diverse fields of financial planning.
In 2010, I took the entrepreneurial leap and started my own financial planning practice, successfully managing it for five years before merging with a larger firm. As a Key Individual, I helped to manage the medical aid and short-term divisions, ensuring top-notch service for our clients. In 2015, I returned to managing my own practice while also assisting an independent firm as a Key Individual on a contract basis. I joined SBCF in August 2022, bringing my expertise and dedication to a new team.
Specialising in estate planning, retirement planning, business insurance, investment planning, short-term insurance, group life benefits, pension and provident funds, medical aid, estate administration, trust administration, and tax consulting, I strive to provide my clients with the most comprehensive advice and services. Financial planning is a lifelong journey, and I am committed to being there for my clients every step of the way.
In 2022, I expanded my horizons by purchasing a farm just outside of Port Elizabeth, where I spend my spare time experimenting with Proteas, chickens, and cattle. This venture allows me to explore my interests in agriculture while balancing my professional career.
