Why should you trust me as a financial advisor to partner on your financial journey?
I am a qualified FSCA approved (RE1 and RE5) financial advisor with more than 6 years of industry experience.

Qualifications

  • University of Pretoria/Universiteit van Pretoria from 2005 to 2008
Degree in BCom Marketing Management Major Subjects: Marketing Management, Communications Management, Business Management
  • Vega School of Branding from 2012 - 2013
BA Honours in Brand Management Major Subjects: Brand and Brand Building, Alchemy, Brand Management
  • FSB Approved Financial Advisor having passed RE1 and RE5

MY METHODOLOGY

I am first and foremost a person who believes in teaching my clients how to manage money and only later will focus on any products.

I make sure my client’s day to day finances (expenses and purchases) make sense and that they can afford their current lifestyles.

It all starts with a budget and then we work on the “financial house” getting in place strong financial foundations and then building wealth and investments.

When I know what you want, I build a set of expert strategies and decision-making tools, to help you sort through the maze of modern finance…

WHAT DOES A FINANCIAL ADVISOR DO?

My job as a financial advisor is to help you identify and reach your financial goals. A financial advisor will typically consider your personal circumstances to make sure these goals are realistic and achievable and provide recommendations to help you achieve them. Advice can range from once-off advice, to more comprehensive advice like setting up an investment plan or ongoing advice which may involve regular reviews.

BENEFITS OF A FINANCIAL ADVISOR

What are the potential benefits of using an independent financial advisor, like myself?
There are several potential benefits to using an independent financial advisor. For example, I could help you:
  • Identify short, medium and long-term goals
  • Create practical strategies to achieve these goals
  • Feel more in control of your finances
  • Develop an investment plan
  • Protect your assets
  • Plan for retirement
For some people, a benefit of choosing an independent financial advisor, may be the reassurance that the advice given is impartial and not based on sales incentives.