I entered the financial industry at Sanlam in 1995. Most people in the industry will testify that Sanlam’s academic programs were and still are rated at the top in the industry. After I completed most of these programs Sanlam had on offer, I enrolled for the prestigious and world renowned ‘Post graduate diploma in Financial Planning’.
As a Certified Financial Planner and member of the Financial planning institute of SA, I accepted an offer from Absa Private Bank to render my services to their private clientele.
I later joined a small financial services company that evolved over the past 15 years to become a highly prestigious financial services company. Since then, many others joined our enterprise to grow into the leading financial services enterprise we are today.
We pride ourselves in evolving over time to a holistic financial services company that is geared to cater for every possible financial need our clients may have. Our national and international footprint is ever expanding.
Our clients find comfort in the fact that they do not have to engage with various different entities to address their growing complicated financial needs.