I’m a wealth manager at Private Client Holdings and a Certified Financial Planner®. In 2017, I was awarded the prestigious Financial Planner of the Year award by the Financial Planning Institute of Southern Africa (FPI). For more than a decade, I’ve authored various articles on topics related to wealth management and appeared on CapeTalk Radio, SAfm and Classic FM to share my views.

I believe the most important attributes of modern financial planning professionals are impartiality, transparency, technological proficiency and a commitment to service excellence. My tertiary qualifications were obtained at Stellenbosch University, the University of Pretoria, the University of the Free State and UNISA. Although a strong academic background is essential to rendering a quality wealth management service, the most valuable commodity in the financial planning profession is trust, built over time. Results matter, underpinned by the values of independence, professionalism and client-centricity, and the process of embracing a goals-based approach to positioning family resources yields optimal results.

I joined Private Client Holdings in 2016, making my way into wealth management from a solid grounding in unit trust operations with a local asset manager.

I have a Bachelor of Business Science with Honours in Finance from UCT, a Post Graduate Diploma in Financial Planning from UFS, and am a Certified Financial Planner®.

I believe in giving comprehensive and professional financial advice. I have a special interest in empowering women to take charge of their financial affairs. I am committed to a goals-based Family Office approach to structuring finances to ensure financial security and growth in the long term.

I have been lucky enough to travel extensively but have now happily settled in my birthplace, Cape Town, with my husband and two children. We spend most of our free time on the beach and in the ocean.

The essence of what I do for my clients is to help reduce stress related to their financial lives so they can sleep comfortably at night. I do this by listening carefully to their needs, understanding their problems, and finding relevant solutions to solve those problems.

My analytical background and empathetic personality is perfect for this role. I built up extensive experience in the investment industry over the last 26 years working as a quantitative analyst, equity analyst, and portfolio manager with the larger asset managers. My passion for working with people and financial markets has culminated in my role as wealth manager for PCH Wealth Management.

While working in the investment industry, I initially studied a BCom in Economics and Business Management (UNISA). Thereafter I completed a MSc in Financial Management through the University of London and then decided to broaden my knowledge in wealth management by completing a Post Graduate Diploma in Financial Planning (UFS).

In addition, I am also a Chartered Financial Analyst (CFA®) charter holder and hold the Certified Financial Planner designation (CFP®).