‘Be kind; everyone you meet is fighting a hard battle.’ These are the words that have informed not just my personal philosophy, but also my professional ethos. As a financial consultant and adviser, the single most important measure of my success is helping my clients to fight theirindividual battles.
Money is Just a Tool. It’s What You Use it for that Matters.
Money is one of the single greatest causes of stress, strife and unhappiness in many people’s lives. But I am passionate about helping my clients to see that money can also provide freedom, security and adventure. As Ayn Rand wrote, “Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver.” My aim is to give you the tools you need to take the next step in your life.
A Financial Planning Partner for Every Phase of Your Life
Whether it’s planning for an uncertain future, helping them regain control of their financial independence, or just providing them with shoulder to lean on before making a major financial decision, I am committed to holistic, fiscal planning to help you fight your financial battles at every stage in your life.
I am a member of FISA and The South African Institute for Tax Practitioners, a seasoned Stanlib consultant and accredited by the Medical Aid Schemes Council, and I am able to assist you in the following areas, to name but a few:
- Comprehensive financial needs analysis
- Individual risk planning
- Education planning
- Pension and provident Funds
- Retirement planning
- Drafting of wills and estate planning
- Specialised investment planning (including unit trusts)
- Pension and provident funds
- Group risk funds
- Buy and sell agreements
- Long and short-term insurance
- Healthcare and gap cover insurance