Based in Techno Park, Stellenbosch, I am part of a specialist financial advisory firm, the sole purpose of which is to assist South African entrepreneurs, families and businesses to manage their money well, both locally and abroad. This encompasses an assessment of each client’s unique combination of quantitative and qualitative factors, on the basis of which a simple but effective plan is agreed, executed and monitored. Tax optimisation plays an important role. My qualifications include a Bcom (Investment Management) degree from Stellenbosch University and a Post Graduate Diploma in Financial Planning from Milpark Education. I am in the process of working toward obtaining my CFP® designation. The core focus of my investment advice is helping young professionals start their investment journey from a young age. With strong mentorship and leadership among me, I can advise any client or family with confidence. My advice starts with building a great personal relationship with my clients and getting to know them personally. My advice will always be based on what is best for my client.

Based in Techno Park, Stellenbosch, I head a specialist financial advisory firm the sole purpose of which is to assist South African entrepreneurs, families and businesses to manage their money well, both locally and abroad. This encompasses an assessment of each client’s unique combination of quantitative and qualitative factors, on the basis of which a simple but effective plan is agreed, executed and monitored. Tax optimisation plays an important role.

My qualifications include a BCom (Mathematical Statistics) degree from Stellenbosch University, a CFA charter and all but one of the examinations required by the Institute and Faculty of Actuaries in London, UK to be a qualified actuary. Add to this a values paradigm originating in the Karoo. I’ve spent more than thirty years in the financial services industry fulfilling executive roles in large corporates and startup private equity firms alike, both in SA as well as the United Kingdom.

The core focus of my investment advice is intergenerational, cross-border financial planning and investment – helping families to plan and be in control of their assets. I place a strong emphasis on personal service and building real relationships. I believe great strategies are characterised by simplicity and agility. And I’m intrigued by how the interrelatedness of people and money shapes our world.