Helping his clients sleep better at night for more than 28 years.
Colin, an accomplished financial planner, boasts a distinguished career of almost three decades. He kick-started his professional career at Old Mutual in 1996, quickly ascending to a key role in executive financial planning. In 2002, he sought fresh challenges and transitioned into independent wealth management, joining Consolidated Financial Planning, one of South Africa’s pioneer fee-based wealth management firms.
Throughout his career, Colin has honed his expertise at some of South Africa’s most respected wealth management firms, including Consolidated Financial Planning and Citadel Wealth Management. He holds the respected CERTIFIED FINANCIAL PLANNER (CFP®) accreditation, and his financial planning acumen is evidenced by his three-time finalist position in the Financial Planning Institute (FPi) Financial Planner of the Year competition.
Colin’s past responsibilities include heading the FPi in the Kwa-Zulu Natal Region and contributing to its committee for a period spanning over two decades. At present, he holds board positions in three organizations: the SPCA for the Durban and Coastal region, the SPCA Investment Trust, and the Consolidated Group.
At the heart of Colin’s approach to financial planning is a strong conviction in the importance of understanding clients’ needs through attentive listening. He is unwavering in his commitment to delivering high-quality financial planning solutions that coincide with their goals.
Outside the professional sphere, Colin cherishes spending precious time with his family and friends. His personal hobbies, which include cycling, hiking and building model aircraft.
