| Address |
Cnr William Nicol Road and Witkoppen Avenue, Fourways, 2191 |
| Languages |
English
(in order of proficiency) |
| Qualifications |
Actively involved in the Financial Services industry for 7 years with experience ranging from direct investments in the financial markets (i.e shares, futures) through to holistic financial planning (investments, insurance, tax, trusts) and business planning. |
| Financial Advisors Fields of Specialisation |
I assist my clients in creating financial plans to meet their financial objectives through savings, tax reduction & protection plans within their affordability. |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Short term insurance
Business Assurance
|
| Mention that you found me through Find an Advisor and you will qualify for a free Will including an estate planning session. |
As each client is a unique individual with their own desires, needs and requirements, I offer professional step-by-step financial planning that is based on a detailed personalised financial needs analysis. This is undertaken over a period of time and in line with ever-changing budgetary and family requirements
I pride myself in offering holistic planning services, educating my clients through the decision making process and allowing you to make the ultimate decision without being pressured into products/services you do not need or can not afford.
If you are looking for a financial planner who cares about you, your family and your life changing events, then I am your financial planner.
|
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R50,000 |
| Legal structure of employer |
|
| Number of staff in Financial Advisor organisation |
> 50 |
