As an Independent Financial Planner at APS Group, I bring over 12 years of experience in providing comprehensive financial planning and advisory services to both individuals and businesses. I hold a BCom in Economics and a PGDip in Financial Planning from the University of Stellenbosch, and I am fully licensed by the Financial Sector Conduct Authority (FSCA). Having completed RE 1,3 and 5, I have a thorough understanding of the regulatory landscape within the financial services sector in South Africa.

My core competencies include conducting comprehensive assessments of my clients' financial needs, identifying growth opportunities, and guiding them towards creating sustainable long-term financial strategies. I am constantly seeking innovative solutions to enhance my services, optimize processes, and add value to my clients. I have a passion for exploring cutting-edge technologies and innovations in the financial services industry, especially AI-driven solutions that can revolutionize the industry.

My goal is to empower my clients to navigate the ever-changing economic landscape with confidence.

I have the privilege of being a professional planner and asset manager, passionate about making a positive impact in the world of finance and investments. As the Managing Director and Founder of APS Group, I'm dedicated to providing personalized financial solutions to individuals and businesses.

With expertise in financial services and asset management, I take pride in offering a diverse range of services, including investment management in local and offshore multi-asset funds, fiduciary guidance, estate planning, and tailored insurance options.

Additionally, I prioritize the well-being of my clients and their families by providing dedicated medical aid services. What drives me every day is the opportunity to build lasting relationships with my clients, understand their unique aspirations, and craft sustainable financial strategies that align with their long-term visions.

I am an experienced Wealth Manager with a demonstrated history of working in the financial services industry. I pride myself on my negotiation, business planning, retirement planning, and financial advisory skills.