I’m a Certified Financial Planner® with Southwood Financial Planning and a member of the Financial Planning Institute of Southern Africa (FPI). I’m committed to helping each of my clients navigate their financial journey by providing holistic, individual and objective financial planning solutions.

Having founded Southwood Financial Planning in 2001 to give individuals, families and businesses, independent, professional, holistic, uncomplicated and accessible financial planning advice, we continue to transform peoples’ lives and get them to think seriously and deeply about money and how it impacts their life and the world. We have over the past two decades, successfully developed financial plans and assisted clients in successfully navigating their financial planning journeys, dealing with their hopes and fears and allowing them to achieve their personal lifestyle and financial goals. Through what has become a global journey, and through ongoing learning, we have honed our financial planning, investment management and coaching skills, allowing us to exceed client expectations on an ongoing basis. I hold a Bachelor of Commerce degree from the University of Cape Town and am a CERTIFIED FINANCIAL PLANNER® professional and a member of the Financial Planning Institute of Southern Africa NPC (the FPI).

I joined Southwood Financial Planning in early 2010 and my strengths lie in my ability to analyse and evaluate a client’s financial status and develop, implement and monitor financial planning recommendations. My primary role as a financial planner is to assist individuals and families to achieve their short- and long-term financial goals.

I completed the NQF Level 5 Certificate in Financial Planning in 2013 and the NQF Level 6 Advanced Certificate in Financial Planning in 2014, and obtained a Postgraduate Diploma in Financial Planning through Stellenbosch University in 2016. I’m a Certified Financial Planner® and a member of the Financial Planning Institute of Southern Africa (FPI). I’ve passed my Regulatory Examination for Representatives (RE5), as required in terms of the Financial Advisory and Intermediary Services Act 37 of 2002 (the FAIS Act).