With 32 years of experience in the industry and as a Certified Financial Planner® and member of the Financial Planning Institute of Southern Africa (FPI), I’m passionate about serving the financial needs of my clients.

Jurgens Finance was established in 1989 and it has grown into one of the most prestigious and respected independent advisory businesses in the country. We are Category II advisors, which gives us the discretion to manage portfolios more effectively. In conjunction with carefully chosen asset managers and other investment partners, we offer an extensive range of investment products, both local and offshore. We understand each client’s current financial situation and long-term goals, which enables us to tailor individual solutions to help them achieve the financial future they desire. We continuously fine-tune their portfolios and manage their expectations on returns, benefits and market performance based on individual and ever-changing needs, risk appetite and tax concerns.

I’ve worked in the financial planning industry for eight years and started as a graduate financial advisor at Liberty Life, where I gained invaluable experience and training and also won the Chairman’s Challenge Award. In 2015, I joined the Jurgens Group as an independent financial advisor and under the mentorship of industry stalwart Mark Jurgens, I grew immensely in my role as we set out to provide clients with unbiased, tailored solutions to achieve their goals and financial security.

I’m busy completing my NQF 6 qualification through Milpark Business School, aiming to ultimately achieve a Certified Financial Planner® postgraduate qualification. After a courtship of more than a decade, I married my childhood sweetheart in 2019. I’m a proud Old Boy of my alma mater – Jeppe High School for Boys in Johannesburg. My leisure time is spent outdoors, socialising with close friends and family. One of my aspirations is to travel and see the world.