Find a Financial Professional

PROFESSIONAL EXPERIENCE
Our practice works predominantly with ambitious professionals, business owners and individuals who are
passionate about their well-being and future. Our vision is to be the number one practice in the Western Cape
by providing Quality Service to Quality Customers through a Quality Advice Process and via a Quality Team
(Q4 Smooth Sailing Process).
Our values are:
1. Customer is the champ: build longevity relationships
2. Innovation (growth) internal and as a practice
3. Respect, trust, and accountability (integrity): we are a trusted brand due to our family outlook internally and
externally
I am a passionate and committed adviser, and I believe in working with customers as a team. I always put your
needs first and believe that your goals can be reached through clear, open communication and hard work. My
primary goal is to be your partner in wealth creation and protection. I am passionate about the future of our
business, customer’s opportunities for growth, my profession and the future of South Africa. I have many career
highlights, including being one of Old Mutual’ s Regional Top 25 Advisers, and one of Old Mutual’ s National
Top 50 for the past 10 years.

34 years experience in the Life and Investments industry