I am an independent Financial Planner and one of the founding members of Wedgewood Brokers. Since my partner, Peter Briscoe, and I started the business in 1989 I have acted as both a key individual and representative. I have a Bachelor of Arts Honours degree, a Higher Diploma in Education (PG), am a Certified Financial Planner™ (CFP®) and more recently I obtained an Advanced Diploma in Estate and Trust Administration through the University of the Free State.
What my 32 plus years in the industry has taught me is that my guiding principles of respect, knowledge, understanding and compassion are what lead to meaningful and lasting relationships. It is these relationships that I cherish and why I have so enjoyed my coaching journey, embarked on several years ago. I strongly believe in the value of assisting in the planning process and supporting you through the implementation of strategies through every phase of life and ultimately the winding up of your life’s legacy. This involves planning across the spectrum of risk benefits, wealth creation and protection and most importantly, Estate planning.
My innate sense of fairness plays out in all my relationships whether they be human, animal or planet and I work hard to make a positive difference wherever possible. I love what I do and always strive for excellence, good is not enough.
