I am the managing director of Verso Wealth (Pty) Ltd, based in Cape Town. I have been involved in the financial services industry in roles such as legal advisor, estate planner, financial planning educator and professional financial planner, for more than 20 years.
I believe that my law background, along with the professional accreditations as CERTIFIED FINANCIAL PLANNER® and Fiduciary Practitioner SA®, along with my experience as a financial planning educator make me uniquely qualified for my current role.
I love to empower people through education and assisting them in realising their strengths. Therefore education in any shape or form and mentoring people is close to my heart.
For the past 10-years I have had the opportunity to travel extensively as consultant for the International Financial Planning Standards Board.
My Focus Areas
I am good at strategising, developing and finding solutions for businesses and individuals.
As Managing Director, I am focused on making sure that Verso Wealth places our clients first and delivers value based professional, financial planning.
Estate Planning and Retirement Planning
I am experienced in estate planning and retirement planning.
Education and Skills Transfer
I have done a lot in creating a financial planning profession globally and educating our young financial planners.
I have assisted numerous clients with their retirement planning.