I started my financial services career in 1993, working for Investec and then RMB Unit Trusts and RMB International. I have been an independent financial planner since 2003, and I am currently the Managing Director of Integral Wealth Management, an independent financial planning practice I started with some colleagues in 2016.
I have a B. Comm Honours Degree, a Higher Diploma in Tax Law and a Post-Graduate Diploma in Financial Planning, which is an essential in our industry.
I am passionate about the value of independent financial advice and the importance of professionalism in the industry. I have been a member of various FPI Committees over the past 13 years and believe its important for us to get involved in order to shape the environment in which we operate. I also believe in the importance of mentorship and upskilling young advisors in the hope that all communities in South Africa can benefit from sound financial planning.
Being awarded the FPI Financial Planner of the Year award in 2023 is one of my career highlights.
I am also the mother of two wonderful children who are now in their 20’s and launching their own successful careers. I enjoy cooking for friends and family, jogging and reading.
Call us: +27 11 470 6000
mymoney123@fpi.co.za
