After working at Standard Bank for 20 years (many of which were spent dealing with investment institutions), I realised that I wanted to get closer to the coalface of investments and interact more with personal clients. Excalibur Wealth then invited me to join them and for 18 years, I’ve guided clients through the minefield of personal investments and helping them plan their financial futures. I aim to not only ensure that they meet their financial goals, but also help them understand the reasons for my recommendations. It’s important for them to know what I can and can’t do – and what to expect from their portfolios over the long term. I focus on long-term investments and truly enjoy developing relationships with my clients, getting to know them and their families, and updating their investment strategies as their lives unfold. My special interests include our family’s pets and the many cats and kittens we rescue and rehabilitate, as well as our regular visits to the bush. When these interests overlap with those of my clients, strong friendships often develop – which is a special bonus for me.