I am passionate about helping clients in their journey to set and reach their financial goals, by building relationships based on integrity and honesty. The journey is full of variables and you always need to look at it without emotion. Control what is controllable. It’s the small things that make big differences in clients’ lives.

I started exploring my interest in investments at the University of the Free State. After acquiring an Honours degree in Investment Management, I completed a Postgraduate Diploma to obtain a Certified Financial Planner® designation. I have a passion for this industry and have helped people make the right choices for their financial future for more than 10 years – giving advice isn’t just my career; it has become part of my lifestyle. My main focus will always be to make sure that every client reaches their specific goals – and to stay ahead of the ever-changing times in the investment and financial planning world.

I’m a Certified Financial Planner®, a Licensed Portfolio Manager with the FSCA, and have been involved in the industry as a Wealth Manager since 2004. Our team consists of professionals qualified in the legal and financial industries, as well as dedicated administrative personnel with years of experience. We pride ourselves on providing excellent, holistic advice – and undertake to act with the highest level of good faith, integrity, professional knowledge and diligence. Our clients’ needs are our first priority and good service is our motto.