Financial Planner Description and Experience
As a financial planner, I provide comprehensive financial advisory services tailored to meet the unique needs of my clients. My role involves assessing clients' financial situations, developing personalized strategies, and guiding them toward achieving their financial goals. This includes expertise in retirement planning, investment management, risk management, tax planning, and estate planning. My practice specializes in delivering holistic financial solutions, with a particular emphasis on estate planning, investments, and collaboration with legal professionals to ensure seamless integration of financial and legal strategies.
Experience
I hold a BComm in Financial Management and a Postgraduate Diploma in Financial Planning from the University of the Free State. Since founding my practice in 2009, I have built a diverse client base across Pretoria, Johannesburg, Potchefstroom, and Cape Town. With over 15 years of experience, my practice has developed a reputation for excellence in all facets of financial planning. We are particularly recognized for our specialized services in estate planning, investment management, and partnerships with legal professionals to provide robust, client-focused solutions.
Services Provided
Work Focus