I am a CERTIFIED FINANCIAL PLANNER® with Verso Wealth, based in Cape Town. I have been a financial planner since 2000.
I am passionate about guiding clients through important financial life decisions and enjoy analysing numbers and developing unique, workable solutions for clients in all stages of life.
I have been in the financial services industry since 1997. In 2000, I started my own financial planning practice, and after 11 years on my own I joined Galileo Capital in 2011.
I enjoy working with people and building long term relationships.
+27 (0)21 943 5301
+27 (0)21 917 4117
Belmont Office Park
My Focus Areas
Establishing the Overall Picture
Establishing an overall financial picture to find solutions that suit my clients’ specific needs.
Holistic Financial Planning
Practicing holistic financial planning with a focus on retirement, investment and risk planning.
Assisting small businesses in considering their business assurance needs, including buy and sell agreements between partners, key man insurance and contingent liability.