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
RISK SOLUTIONS
Life/Disability & Dread Disease Cover, Retrenchment & Income Protection.
RETIREMENT PLANNING
Pre-Retirement Consultations, Annuity Options and Post Retirement Income.
Corporate Pension & Provident Funds
INVESTMENT SOLUTIONS
Education Savings, Flexible and Long-Term Savings Plans.