WHAT I DO: I am an financial advisor for Momentum. Driven by ambition and attention to detail, I take pride in providing the best possible service to my clients.
I CAN HELP YOU:
ORGANIZE your financial life, allowing you to make better decisions
REDUCE financial risk, letting you enjoy life, not worry about unforeseen financial risk
PROTECT what’s important to you and your family
BUILD a plan for your money that reflects your unique values, goals and dreams
RECLAIM valuable time to spend with family & friends, instead of crunching numbers
ACHIEVE your goals and dreams through personalized, comprehensive advice
LIVE LIFE TO THE FULLEST knowing that your plan will adapt as you and your life change
HOW I DO IT DIFFERENTLY: I take a collaborative and detailed approach to financial planning, working together with you to develop a plan that aims to create, protect and distribute your wealth in line with your wishes. Every financial plan should be unique and customized for each individual’s circumstances and purpose in order to achieve set goals.
EXPERTISE: Financial Advisory, Investment and Group Cover Products, Portfolio Management, Asset Allocation, Wealth Management, Financial Structuring, Private Equity, Funeral Cover, Medical Schemes, GAP Cover, Risk Management, Wills and Testaments, Service Level Agreements, Estate Planning, Retirement Planning, Income Tax Planning, Short Term Insurance
Contact me if you need any financial advice.
Services Provided
Work Focus
financial services,
financial advice,
financial advisory services,
investment services,
financial planning,
life insurance,
estate planning,
death cover,
investment advisory services,
investment consultants,
investment brokers,
disability cover,
retirement investments,
wills and trusts,
retirement annuity,
wills and estate