My passion for financial planning is helping clients in their respective journeys and building better relationships with their money. This is not just focusing on the rand value of their money but understanding how it can enable them to live the lives they envision.
I have B Com Financial Planning and Post Grad Diploma in Financial Planning from Nelson Mandela University, as well as completed my board exams to be a Certified Financial Planner.
I joined Chartered in January 2021 as an Associate Planner and come with over 6 years in the industry, starting from being an Article Planner at Consolidated Financial Planning in Port Elizabeth to Advisory Partner at Citadel Investment Services.
When not at work I love travelling and doing on activity that proves I am alive, so far bungee jumping off Bloukrans Bridge.
Chartered Wealth Solutions is an authorised financial services provider
(FSP no. 13909)