The most important thing for me is ensuring that my clients are well informed and correctly advised to make sound financial decisions. I am passionate about delivering a high level of service to my clients and teaching them a comprehensive risk mitigation skillset. I understand that each client need is unique, and I strive to find the best solution.

Great service builds a lifelong relationship with clients who trust and value the relationship. Good times take care of themselves, but being prepared for bad times is critical, as I have witnessed in my career of over 36 years in the financial planning industry. You can never assume that your journey in life is linear and predictable. Understanding this is, key to good financial planning.

My notable qualifications include RE5, NQF 5 Wealth Management and busy with my advanced certificate in Financial Planning NQF6.