CERTIFIED FINANCIAL PLANNER
If you are reading this, you may be someone who is somewhat in the dark when it comes to financial planning - I would like to change that!
I would like to get rid of that financial blindfold that has formed a barrier between you and financial freedom. That’s my goal for every one of my clients; to EDUCATE, to ENLIGHTEN.
I love this career because (1) I enjoy meeting new people and (2) after most meetings, I feel I have provided my client with knowledge that can potentially improve their financial position; I have added value to them and have impacted their life in a positive manner. And that’s a pretty good feeling!
So if you are serious about your finances; if you are hungry for knowledge; and if you would like to remove that financial blindfold, contact me. I possess the financial acumen that could significantly enhance your financial well-being and I look forward to sharing it with you!
Ever since my high school days, I have had an interest in investments. During my grade 12 year, my parents agreed on giving me R10,000 so I could start investing in the share market. Since then, I have never looked back.
After completing my B.Com degree at Rhodes University and my Honours at the University of Cape Town, I joined Liberty and the Financial Planning industry in 2013. I enjoyed the career so much that I decided to further my studies in financial planning. I completed my Post-Grad in Financial Planning through Stellenbosch University and soon after completed the Financial Planning Institute (FPI) Examinations in order to attain my Certified Financial Planner (CFP®) designation, the highest qualification in the industry.
I have been investing in the share market for several years now. In addition, I ventured out into investing in properties over the last few years. It’s been a learning curve. But a good one! And I believe property investments form an integral part in wealth accumulation, together with sound financial planning and tax saving strategies. If you are looking for a financial adviser to partner with - to provide advice on all financial matters in your life - for the long-term, contact me and let’s meet up.
“Most people don't plan to fail, they fail to plan.”
- John L Beckley -