Shannon has been working in the financial planning industry for almost 5 years, she considers one of her main strengths is being able to give each of her clients her personal attention and ensuring that their financial plan is perfectly suited to their individual needs.
Client Acquisition Executive
Within his working career, Michael's responsibility has been to deliver exceptional service and maintain healthy working relationships with all his clients. Michael has had an opportunity to gain international working experience abroad, which has enhanced his ability to work with his local clients.
South Africa is in danger of being added to the FATF Grey List. Should South Africans revisit their financial plans? And, how can it be done?Read more