I have been working with University graduates since 2006, advising them with the best solutions in the market. I understand the time constraints of my clients and work around it to get their financial goals achieved. This has also led me to obtain my CFP credentials and master’s within the PPS group. I believe without a strong savings believe nothing else will fall in place. Motivating clients to save and build wealth for retirement is my company’s main objective. I only source products that follow strict rules when it comes to wealth accumulation and preservation. With access to category II licenses, wrapper funds and direct equity we stay in touch with the best solutions for our clients. Since 2014 I have been structuring my advice away from commission driven products. I passionately believe that clients need financial advice more then they need the products.
Call us: +27 11 470 6000
mymoney123@fpi.co.za
