I have started in 1989 at Sanlam in administration at Head Office. In 2007 I joined Miton Optimal Pty Ltd, a fund manager in South Africa as a Portfolio Manager. In 2014 I joined Citadel Financial Services for 5 years, as a Wealth Manager. Took a well earned break in 2019, and started my own practice in 2021.
I have more than 30 years experience of the Financial Services Industry, ranging from administration services to fund management, and financial planning and advice to various clients.
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Matthew Norris
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...
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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...
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