Heidi Daniels

I’m a qualified wealth planner as well as Certified Financial Planner. specialising in Holistic financial planning (Estate planning, retirement planning & investment planning both on and offshore. I have a strong passion for what financial planning and therefore it never feels like hard work. I always priorities my clients needs and well-being always above my own. I always practise professionalism when performing my duties.
No matter how big or small, your needs are always important to me.
My motto is: “ Sound advice from your qualified CFP professional, saving you money! Looking out for your best interest”