The desire to make a difference in people’s lives motivated me to join the Financial Planning industry almost twenty two years ago. After completing my BCompt degree and accounting articles in 1996, I made the decision in 2002 to become a financial planner and passed the Post Graduate Diploma in Financial Planning to become a CERTIFIED FINANCIAL PLANNER® professional in 2006.
I focus on holistic financial planning for my clients and run an advice driven based practice instead of a product selling practice. The product should be the solution to a well detailed financial plan that identifies my clients’ unique needs and life objectives. My focus is on building long and trusting relationship with my clients as I believe a client will only remain loyal to you if they trust you and truly believe you have their best interests at heart.
The areas of Financial Planning that I mainly focus on:
• Pre- and post-retirement planning
• Investment planning and advice
• Estate Planning
• Business assurance structuring
I am married and have two beautiful daughters. Family is the most important thing in my life. I am actively involved in our local Neighbourhood Watch and serve on the governing body of my daughter’s school.
