I have 10 years worth of work experience in Financial services, across several departments in Wealth and Investment Management. I have applied financial planning techniques and written financial plans for HNW individuals, young professionals and retirees. I am skilled in Tax, Estate and Retirement Planning.
I moved across the Wealth Management divide and delved into Asset Management as a Consultant to add more strings to my bow. I have been exposed to bespoke portfolio construction for investment clients to cater for drawing and income needs.
I currently consult to indivicual and institutional clients on holistic financial planning and structured Retirement Fund and Group Risk solutions employer group clients.
Alongside a Bcom Economics and Postgraduate Diploma in Financial Planningm, I also hold a Masters degree from the University of Johannesburg, in Investment Management which I obtained with distinction. This was completed after writing a full dissertation on the “The impact of cretirement fund reform on retirement contributions in South Africa”. I studied the history of SA retirement funds and the significant legislative changes done over time that have led to the current, harmonised rules regarding contributions towards SA retirement funds.
