Started my career in the financial industry in April 2001. Worked at a Liberty Life franchise for 6 years. In 2006, joined Absa as a Small Business Bank Broker. In June 2009, I started my own practice, J&J Financial Services. Attained the necessary qualification within the industry, a Post Graduate qualification in Financial Planning from the University of the free-state. Qualified as a Certified Financial Planning Professional ®. Registered with the Financial Planning Institute and the Financial Services Board.
I am passionate about wealth creation and preservation, and J&J Financial services as a Practice, offers a Holistic view to Financial Planning covering Risk, Investment, Retirement, Estate, and Corporate Planning.
Forging a long-lasting relationship coupled with Trust is paramount to the implementation of the Six-Step Financial Process.
The practice aims to educate, enlighten and empower the client thereafter implementing the customized solution.