Klaus has been active in the financial services industry for 45 years and is a financial planner since 2005. He joined Anna Kotze Consult in 2008, and then moved to Sorour Family Office in August 2023. He was a banker, obtained the Bankers diploma and was a Fellow of the Institute of Bankers in SA. After obtaining an MBA (Master in Business Management and Administration), he held various financial management positions. He is a member of the Financial Planning Institute of SA (CFP-member) and of SAIFAA (South African Independent Financial Adviser Association).
His philosophy: if I was the client with his/her needs and financial situation, but with my level of knowledge, what would I do?
Next Post
Kirk Gibbons
Recent Posts
Your Rights and Responsibilities To Protect You Against Undesirable Financial Outcomes
Financial products can be complex. For someone starting out their financial planning journey, it can be a daunting process. As a result, people often have to rely on the advice...
View Article
Finance in Action: How the Partner You Choose Shapes Your Financial Journey
Valentine’s Day often brings to mind love, romance, and shared moments. However, beneath the flowers and candlelit dinners lies an often-overlooked aspect of relationships: the impact your partner has on...
View Article