After an early career in the hotel industry with Sun International spanning just over a decade, I moved into private enterprise for the next 15 years. My calling into the Financial and Wealth Planning industry followed, where I plunged myself into a world where clients become friends and education never ends. It is my passion to help professional individuals and business owners achieve peace of mind through a smart range of international investment and retirement solutions, with a specialist focus on tax mitigation, offshore citizenship and property. With your needs and goals in mind, I consider financial growth, family succession planning, and risk in a practical, cost-effective way.
- RE1 - South African regulatory qualification
- National Certificate in Wealth Management (NQF5)
- Advanced Certificate in Financial Planning (FSAÔ) (NQF6)
- Currently studying CISI Level 3