Ensuring client focused advice in the offshore investment space.
Luke has vast experience in the local South African wealth management industry, specialising in assisting high-net-worth clients fulfil investment and insurance needs.
Holborn excels in personalized client assistance. Leveraging this approach, Luke can elevate the financial portfolios of his clients by incorporating offshore tax-efficient investment strategies, both local and global retirement planning, risk protection, international trusts, educational financial planning as well as overseas property investment. This comprehensive approach offers an unmatched resolution for your worldwide financial requirements.
- Bcom (Law) (Stellenbosch University)
- NQF Level 7