I joined the financial services industry at the start of 2010 after I felt that there was a shortage of simple to understand quality advice being given by what seemed to be far too many ‘insurance salespeople’.
My upbringing was never one with much disposable income and was, at times, financially dire, and this left me with a serious respect for money, and it is this respect and approach that I carry through to how I handle and service the needs of my clients. I take my clients money as seriously as if it were my own.
I am not an insurance sales person. I am, what I like to call, a wealth creation strategist. It is by taking a holistic understanding of my client’s needs and circumstances that allows me to create a bespoke, literal and lateral financial portfolio and growth strategy.
Aside from offering great service and sound advice, I also work closely with a very strong team of specialists across a number of fields so that my clients are always given hands-on, professional before and after service. Although I am currently based in Cape Town I have clients across the country.
Feel free to get in touch to schedule a free, no obligations, no ‘sales pitch’ appointment. I look forward to hearing from you. Nothing is too small or too big.
My clients enjoy a peace of mind and warm, friendly service and it is this that I extend to you right now.