ABOUT US

The Personal Touch

I've been in various roles within the industry since 2001. This time includes a few years in the United Kingdom where I've gained much knowledge and experience within the Financial Services Sector. Upon returning to South Africa I've joined Old Mutual PFA as a Financial Advisor and also did a short stint at Discovery Life. I've moved into the independent advice space and truly believe this is the only way to tailor made solutions and not the "One Size Fits All" approach when it comes to financial planning.Feel free to contact me today for an initial consultation.

 

OUR SERVICES

Ensuring Your Future

Business Partners at Work

RISK SOLUTIONS

Life/Disability & Dread Disease Cover, Retrenchment & Income Protection.

Analysing the Numbers

RETIREMENT PLANNING

Pre-Retirement Consultations, Annuity Options and Post Retirement Income.
Corporate Pension & Provident Funds

Men with Calculator

INVESTMENT SOLUTIONS

Education Savings, Flexible and Long-Term Savings Plans.