I am an CERTIFIED FINANCIAL PLANNER® with Verso Wealth, based in East London. I have been a financial planner for more than 25 years.
To complement my academic qualifications I have in-depth and practical consulting and advisory experience through my extensive involvement with various local and offshore financial, legal and accounting institutions.
I have also appeared as a consultant in all seasons of the Small Business Show, “It’s my Biz”, sponsored by Nedbank and aired on ETV.
I have on various occasions appeared as a guest on CNBC Africa, Finweek, Moneymatters, Kyknet, Dagbreek and RSG on financial and business topics.
+27 (0)43 727 1340
+27(0)21 917 4117
25 Beach Road
My Focus Areas
Small and Medium Business Seminars
I have 30-years of experience in conducting various training courses, presentations and seminars in, inter alia, specifically for small and medium businesses.
These client education events are held on behalf of attorneys, accountants, banks, insurance companies, insurance brokers and financial intermediaries throughout South Africa.
The events include areas of business planning, retirement planning, investments, setting up of trusts, estate planning and income tax efficiency in last will and testaments.
Assisting Individuals and Small Businesses
Assisting individuals and small businesses in managing their finances and providing practical solutions for achieving their financial wellbeing.
A Qualified Sounding Board
Providing clients with a qualified sounding board for all their financial decisions.