I am a Certified Financial Planner CFP® and wealth adviser situated in the Western Cape, but servicing clients all across South Africa. I joined PSG in 2014 after completing my investment management degree at the University of Pretoria and my post-graduate diploma in financial planning law.
I acknowledge that retirement and wealth planning are not the goalposts. I rather focus on helping my clients to create wealth and build a legacy of financial success – a legacy that tells the story of a wise investor who sought the advice of a wealth specialist.
Instead of focusing on a specific area of their finances in isolation, I focus on holistic financial planning to consider all aspects of my client’s personal circumstances and financial positions to identify the actions that need to be taken to meet their future goals.
