Investing, planning for retirement and making sure your insurance is sorted can be very daunting. Everyone has a set of unique circumstances and providing the right solution for these needs is how I would like to help. Coming from South Africa, I fully understand that big life changes can have a massive effect on your family, financial plan, and personal situations therefore making sure you and your families’ futures are taken care of is my main priority.
I have been in the financial services industry for 9 years, and I specialise in investments. I hold a Bachelor’s in Accounting, an Honours in Management Accounting, a Post Graduate Diploma in Financial Planning, as well as a Specialised Post Graduate Diploma in Investment Planning and Portfolio Management. I also worked as Wealth and Investment manager while in South Africa.
Building a solid relationship based on trust and respect is the way that I have been able to work closely with clients protecting their wealth over the years.
Outside of work, you will find me spending time with my wife and three young boys, spending time outdoors, camping, off-roading and exploring the beautiful New Zealand.