I'm a financial planner passionate about serving individuals, families and business owners to help them overcome their money stressors, make better financial decisions, and save more towards their financial goals. My clients have regular review meetings with me to ensure they are on track to meet their goals.
My clients are happier and live a more carefree lifestyle without stress knowing that they have an advisor they can trust.
I assist with:
- Bringing order to your financial life
- Following through on financial commitments
- Avoid making an emotional decision on financial matters
- Planning for life changes and prepare for it financially
- Building long term partnership and keep your financial plan on track
Services I provide:
-Risk Cover (Life, Disability Cover & Income Protection, Critical Illness Protection)
-Retirement & Investment Planning
-Wills & Estate Planning
-Medical aid & Gap Cover
-Short Term Insurance
-Corporate Umbrella Funds
Services Provided
Work Focus
car insurance,
life cover,
short term insurance,
disability cover,
retirement investments,
wills and trusts,
retirement annuity,
wills and estate,
home insurance,
gap cover,
gap cover on medical aid