I have 20 years of experience in estate, tax and investment planning, as well as risk analysis. It’s provided me with an array of skills, which enable me to maximise the potential of each client’s unique financial planning strategy. I’ve been a member of the Financial Planning Institute of Southern Africa (FPI) since 2002, when I qualified as a Certified Financial Planner®.

As a Life Coach through the Centre for Coaching from the Graduate School of Business, I integrate my coaching skills to include financial coaching to clients. I focus on establishing trusted long-term client relationships while developing and reviewing uncomplicated but comprehensive, personalised financial plans. I firmly believe in integrating values with financial planning. By establishing what money means to my clients, I help them to set goals that take those values into account. I’m committed to the highest standards of professionalism, as well as furthering the professional level of financial planners in South Africa by offering mentorship and leadership programmes for trainees.