I joined Prestige Wealth Managers in August 2011, having previously been the founder of Capital Impact Financial Services since inception in 1996. Coming from an entrepreneurial direct marketing background, I entered the financial planning industry via a specialized Liberty franchise in January 1995, and then founded Capital Impact Financial Services in 1996 – specializing in Corporate Medical Schemes and Employee Benefits. Over time financial planning, tax services and short term insurance services were successfully added to my scope of services. A loyal client base was cultivated and retained through impeccable service delivery.
Recent Posts
Why Are Medical Schemes Increasing Their Prices So Much in 2025?
If you’re a member of a medical scheme in South Africa, you’ve probably noticed that contribution increases for 2025 are significantly higher than in previous years. Medical schemes like Bestmed,...
View ArticleHow to Spend Your Bonus: A South African Financial Advisor’s Guide
It’s that time of year again! Whether it’s a year-end bonus, performance-related pay, or a guaranteed 13th cheque that’s essentially self-funded, receiving a bonus is always a welcome financial boost....
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