Keith Isaacs

After an early career in the hotel industry with Sun International that spanned 12 years, he moved into private enterprise for the next 15 years.
His calling into the Financial and Wealth Planning industry followed, where he plunged himself into a world where clients become friends and education never end.
It is his passion to help professional individuals and business owners achieve peace of mind through a smart range of international investment solutions, with a specialist focus on tax mitigation and retirement solutions. With your needs and goals in mind, he considers financial growth, family succession planning, and risk in a practical, cost-effective way.

 

Qualifications:

  • RE1 - South African regulatory qualification 
  • National Certificate in Wealth Management
  • Completing the final Case Study - Advanced Certificate in Financial Planning (FSA)
  • Currently studying CISI Level 3