I assist my clients in creating financial plans to meet their financial objectives through savings, tax reduction and protection plans within their affordability.
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 that you do not need or cannot afford.
In my practice I work with all individuals, whether just starting in a new job, recently married/divorced, new parents, retirees and those who have lost loved ones.
Yes, I know you are busy juggling your career, family, going to gym, looking great and keeping in contact with your friends. I am there to take the stress out of your life with regards to financial planning and show you how easy it actually is. The best part is that I don’t work for an insurance company, so I am completely independent and unbiased, however, I am backed by one of the big four banks in SA. Don’t worry if you don’t bank with us, I can help.