I am a Chartered Accountant (CA(SA)), Certified Financial Planner (CFP®), Certified Retirement Coach (CPRC), and hold a PhD in Accountancy. My expertise spans financial planning, investments, and retirement, with a career built on analytical rigor and forward-thinking strategies that empower individuals and organizations to navigate the complexities of personal finance.
I bring a passion for financial education and advisory services, integrating the latest industry trends and data-driven decision-making into my approach. As a director at Jenwil BlueStar Financial Advisory Services, I specialize in investment management and retirement planning. My dedication to excellence in financial advisory has been recognized with Top 10 Advisor awards in the Northwest province in 2021 and 2022, along with the prestigious Investment Champion Award in 2022.
My research interests focus on the future of financial planning, exploring the areas of Personal Finance, Behavioral Finance, and innovative strategies that align with the evolving needs of clients. In 2022, I was honored with an NRF rating as a researcher in Accounting Education and Personal Finance, underscoring my commitment to advancing the field.
I am passionate about guiding clients through thorough analysis and presenting personalized financial strategies that foster a relationship of trust. Driven by the belief that with the right insights and support, your financial future can be even more prosperous than today.
