I am a creative analytic individual, with extensive experience developing financial solutions for individuals and businesses. Passionate about goal-based, lifetime financial planning. Extensive UK and South African regulatory experience, specialising in asset allocation.
I am passionate about continued learning and furthering the recognition of financial planning as a profession. I have a Bachelor of Business Science, with Economics honours, hold the CERTIFIED FINANCIAL PLANNER designation, hold the CAIA® designation from the Chartered Alternative Investment Analyst Association®, and have been awarded the Chartered Financial Analyst® designation.
I believe it is an art to take the complex financial jargon and information and simplify it to a tailor-made solution for clients that is appropriate and relevant. Financial analysis is not just about the numbers. It’s about blending them with experience, insights, and creativity to better manage today and prepare for tomorrow
Specialties: Onshore and offshore investment planning, asset allocation, personal share portfolios (PSP's), foreign exchange services and exchange control advice.