I am a dedicated Executive Financial Planner with Standard Bank for the past 13 years. My work involves assisting clients in planning their finances, managing their risk and investment portfolios, and advising on their estate planning. I am known for my patience, strong personality, and ability to comprehend complex situations that our clients face.
I derive immense value from my efforts contributing towards socio-economic issues. The risk policies I have concluded for both my business and personal clients have replaced the much-needed income at a time of their distress. This coincidentally combats the triple threat to our economy of poverty, inequality, and unemployment. My work experience allows me to contribute to the people I work with, sharing best practices from my experiences with clients. I show them the other side of finance, which is implementing the planning.
My specific competencies include working with pension clients in their post-retirement stages and sitting on a panel to explain why my advice should be signed off and the solution implemented for the client has really sharpened my knowledge. I also work with GEPF clients to help them build robust investment portfolios that are balanced and assist them in carefully choosing the best retirement option for them through sound advice. I am a top risk writer, and writing risk is my second nature. I possess compassion and soft skills such as empathy.
