Shaun has a B Com Honours from the University of Pretoria and a Post-Graduate Dilpoma in Financial Planning from the University of the Free State. He has been working in the financial services industry since 2016. He started his career as a private banker at Investec in the acquisitions team managing CAs at audit firms, before moving on to the broader financial services industry. Shaun joined Anchor as a wealth manager in 2021. He has a passion for providing tailored, client-centric solutions with excellent service.
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Tips for Young Adults this Youth Month:
Tip 1. Understand Where Your Money Goes – Track your spending: Use apps like Spendee, PocketSmith Sidekick, Vault22, or a simple Excel spreadsheet. – Categorize expenses: Divide your expenses into...
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Saving for a Rainy Day is the Smartest Move You Can Make
“Funny how the rain only shows up after you’ve finally saved for a rainy day, right?” But hey, that’s exactly why we save—to be ready when life decides to test...
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