I am an independent Certified Financial Planning Practitioner®, and I have been honing my experience in the field of financial planning, investment, and asset management since 1992.

I joined my late father in a successful financial planning practice in 1992, and became part of Roxburgh Trust as a Shareholder and Director in 2002.

My main focus and passion is to assist and advise my clients to become financially astute and secure. I strive to help them understand the workings of the financial markets.

In terms of my academic qualifications, I attained a postgraduate Certified Financial Planning qualification from the University of Orange Free State in 2001. Additionally, I earned a postgraduate diploma in Investment Analysis and Portfolio Management from the University of Johannesburg in 2007.

I hold a BCom degree in Financial Accounting from Stellenbosch University, a BCTA from the Rand Afrikaans University, and qualified as a Certified Financial Planner® professional at the University of the Free State. I’ve been working in financial services for 15 years and joined Roxburgh Trust in 2014.

My diverse experience of work at large corporates and small businesses has provided me with deep insight and an understanding of the wide range of products and investment solutions that are available in the marketplace. I believe I have an established platform of knowledge which positions me to offer well-rounded and insightful advice to my clients.

I’m an independent Financial Planner with more than 37 years of experience. After working at Liberty Life from 1983-1991, I co-founded the independent firm HTW Financial Services. In 2003, I joined Roxburgh Trust as a director and shareholder. Coupled with my financial planning duties, I’m also Financial Director. I apply the holistic concept of Lifetime Financial Planning – a process that uses the client’s financial needs, objectives and desires in all areas of life – to provide advice; and have extensive experience in areas like Lifetime Financial Planning, Personal Financial Planning, Retirement Planning, Investment Planning and Risk Planning.

I use the acclaimed Xplan analysis software and other planning tools to provide comprehensive reports. I hold a Diploma in Financial Planning from Liberty Life, am a Certified Financial Planner® professional, and am a member of the Financial Planning Institute of Southern Africa (FPI). In 2011, I graduated from the Wits Business School Certificate Programme in Leadership Development. I’ve managed many of my retired clients’ savings for more than 25 years; and work with my clients who are not retired to plan for their retirement, family security and other specific goals – assisting them with appropriate investment and assurance portfolios.

My journey in the financial services industry began in August 1990 when I joined as a financial planner. After gaining experience and honing my skills, I became a part of Roxburgh Trust in April 2003. My dedication and expertise led to my appointment as the company's Managing Director in 2007, showcasing my leadership abilities.

In 2008, I achieved the milestone of becoming a Certified Financial Planning Practitioner®, which highlighted my commitment to professionalism and excellence in my field. My approach to financial planning is centred around the needs and goals of my clients, reflecting my client-centric philosophy. I'm known for my passionate and empathetic approach, driven by the desire to help my clients build and grow their wealth.

Reliability, integrity, and honesty are the foundations of my work. I believe in establishing trust and maintaining transparency with my clients, ensuring that they receive the highest level of service and advice. My ability to connect with people and businesses on various levels allows me to build strong relationships and effectively implement financial planning strategies. Through my efforts, I have played a pivotal role in establishing Roxburgh Trust as a leading financial planning practice that is trusted and valued by its clients.

Outside of my professional life, I prioritize my family and cherish quality time with them. I engage in various activities such as playing padel tennis, swimming, going to the gym and traveling, which bring me joy and balance. My life motto is, "The best way to predict your future is to create it." This reflects my proactive mindset and determination to take control of one's destiny.

Overall, my journey in the financial services industry is characterized by my client-centric approach, integrity, and passion for helping others achieve their financial goals.