Greg started off as an Actuary working in Life Insurance and investments. He ran a large multi-disciplinary team that developed a wide range of investment and cover products. In 2009 he traded delivering services and expertise in the corporate sector, where you don’t get to meet the end beneficiary, to pursue life as an entrepreneur delivering services to individuals where you do get a sense that what you do has a positive impact in people’s lives. He has guided many people to solid strategies for building a family asset base and reaching goals and drawing income in retirement using the wide range of options available. Many have also entrusted him to maintain their portfolios and give ongoing services and advice.
Next Post
Graydon Morris
Recent Posts
Financial Planning Week 2024
Each year, the global financial planning community comes together to celebrate World Financial Planning Day, raising awareness of the importance of financial planning, having a financial plan, and working with...
View Article
Having a will is not only for those with assets – prepare properly for your loved ones
A recent report by the Master of the High Court has revealed that less than 15% of South Africans have a will when they die. Not having a will when...
View Article