We believe that the purpose of financial planning is to facilitate (create or maintain) a
lifestyle and it extends for an entire lifespan. To achieve this, it must be robust,
adaptable and focused directly on what you want out of your life.
My financial planning model incorporates six steps – Client Engagement,
Collecting your Information, Analyzing your Financial Status, Developing your
Financial Solutions, Implementation and Regular Reviews. These steps allow us to
help you identify and prioritize your financial goals and develop a sustainable plan to
achieve them.
I treats each and every client with Integrity, Honesty, Professional Service & Loyalty. My clients’ financial freedom is my most important goal. I strive to ensure this
through an effective and accurate financial analysis to provide a financial plan that is
unbiased, relevant, accurate and executable. The service I provide is individually
calculated to serve each client’s specific needs.
My Promise to You!
Services offered
I am authorized to provide advice in the following areas:
• Business Assurance
• Retirement Planning
• Estate Planning
• Investment and Wealth Solutions
• Risk Cover
• Short Term Insurance (Personal &
Commercial)
• Pension Fund Benefits
• Bank Defined Deposits
Through partnering with relevant players in the industry and continuous industry-
related education I strive to ensure that my clients’ expectations will be met. I know
that by treating my clients fairly their goals will be met and I can earn their trust.
I specialise in Risk, Retirement, Education and Estate planning as well as
Investments and Short Term Insurance for the individual and family. However
commercial Risk and Short term insurance planning is also provided. My practice is
completely client orientated and will strive to safeguard you as a client.
Services Provided
Work Focus