This was a natural progression in my working career of 18 years with a Corporate Insurance Company, of which the last 9 years was as a Regional Manager, to get involved in the advice space. My advice practice was amalgamated with PSG in June 2022 and I am looking forward to growing the business with such a reputable company.
Interacting with people and assisting them on their journey to financial wellness has always been a passion of mine and I am positive to steer clients through a myriad of opportunities by offering them holistic financial planning.
Tertiary Education:
• B.Comm from University of Stellenbosch
• Certified Financial Planner (CFP) from the University of free-state and
• Advanced Diploma in Financial Planning from the University of free-state
I am accredited to provide financial advice with various insurance companies on a spectrum of financial products, such as:
Life insurance | Investments (singles and recurring) | Unit trusts (local and offshore) |
Business Assurance | Group Benefits | Medical Aid | Gap Cover | Trusts and Wills |
Stock brokering and Fund manager
You are more than welcome to contact me for advice on your financial journey.
