I believe the true legacy you leave behind lies in the impact you have on others. For this reason, I treasure my relationships with family, friends and clients and strive to make a positive impact with every interaction. Money means something different to everyone. For me, it’s an enabler; and when handled incorrectly, a disabler. It comes with the responsibility to invest it correctly and spend it correctly. I truly believe the key to happiness is not governed by how much money you have.

The answer is to be content and understand the priorities in your own life, while taking responsibility for the money you are fortunate enough to have. We should all have dreams and ambitions – without them, we lose our way. If something keeps you up at night, it should be due to excitement, not worry. Helping people to achieve their dreams is what motivates me in my career. Our value proposition is that we are your partners in life and money decisions. We execute them and the result is that you achieve balance.

I’m a director, key individual and one of the founding partners of Omega Capital. I have 30 years of experience in financial services, having worked at SARS and in senior management at a large SA bank and an insurance company. I’m a Certified Financial Planner® and a member of the Financial Planning Institute of Southern Africa (FPI). I specialise in independent financial advice, primarily in investments, retirement planning and estate planning, among others.