I’ve been in the financial services industry since 2004 and specialise in holistic retirement planning (local and offshore), long-term insurance, business group retirement annuities, business insurance (key person/buy-and-sell agreements) and cash solutions for business owners and entrepreneurs.

I hold a BCom Management Accountancy degree and a Postgraduate Diploma in Financial Planning (cum laude), both from Stellenbosch University, and am a Certified Financial Planner® and a member of the Financial Planning Institute of Southern Africa (FPI). I completed my audit articles at Logista Accountants and Auditors (Stellenbosch) and the Association of Chartered Certified Accountants qualifying exams to become a fully registered member of the ACCA.

During my career, I’ve worked for Investec Trust and Fiduciary services in the Channel Islands (Guernsey and Jersey) and Geneva, Investec Private Bank in Cape Town, Brenthurst Wealth Management as a financial advisor, and headed the Brenthurst Tyger Waterfront and Stellenbosch offices. In 2015, I received the Brenthurst Wealth Award of Excellence. In October 2018, I joined PSG Wealth as a team and business owner, where I’m able to fully express my passionate entrepreneurial spirit.