Michelle is proudly born and bred in Jozi, South Africa. Her interest in economics and finance began at an early age and is largely owing to the often provoking political and economic climate in South Africa. Michelle graduated from the University of Witwatersrand with a B.Com in Economics and entered into an exceptional graduate training programme where she was mentored by some of the best offshore advisors and managers in Africa. Whilst Michelle is relatively new to the industry, she certainly brings a fresh and modern perspective to her team and clients. Her main areas of expertise are tax structuring for individuals and companies, UK pensions, and asset management. She enjoys networking and helping clients understand their true financial position.
Michelle is currently living with her long-term partner and 7 four-legged kids! Her life goal is to travel the world and constantly challenge herself to experience new things.
- Bachelor of Commerce in Economics and Law
- CISI Level 1 – Certificate in International Wealth Management
- CISI Level 3 – Certificate in Wealth & Investment Management
- RE5 (South African local regulatory exam)
- Currently studying toward CISI Level 4
“Everything will be alright in the end, and if it’s not alright, it’s not yet the end” – true origin unknown
Wine tasting (despite her terrible taste in wines!), reading and writing, the occasional dance off.
What Michelle’s Clients say
“Michelle is very professional, informed, well organized, and was attentive to the myriad details required in securing my investment. She also has great dress sense!” – Marguerite King, Director