I am a Certified Financial Planner® Professional with more than 12 years’ experience as an independent financial advisor and investment consultant to individuals, families and small to medium size corporates.
My areas of expertise include, local and offshore savings and investment planning, retirement planning, cash flow planning, estate planning and tax efficient structuring of portfolios.
I specifically focus on assisting clients who are transitioning into the role of financial decisionmaker for the first time in their life. Whether it be because of a change in employment, or retirement, as a result of divorce, or the death of a spouse, or any other significant changes in life circumstances. Through this transition, I equip clients to take control of their finances by empowering them to make the best decisions for their current circumstances and future needs.
I believe in simplifying investment concepts, empowering investors and creating long-term relationships with clients.
