Financial Planning & Wealth Management Services

I Graduated with an LLB degree in 2004, having passed my Regulatory exam, I am now enrolled to do my Master’s degree in Certified Financial Planning Law in 2017. I completed my legal articles, practicing within the fields of Property Law, Conveyancing, Contracts law and Wills & Estates. Having subsequently moved into the Financial Services Industry, I now have 6 years’ experience within the legal

and financial sectors. I started my financial services career as a Wealth Manager in 2013, becoming a business Principle at a notable Liberty franchise within my first year. I then moved to an independent boutique Asset Management firm where I worked largely with high net worth investment Portfolio’s. Within this time, I found my niche in Estate Planning which I currently still focus on. This vast exposure to the various specialties in Financial Planning has given me a unique diverse set of competencies. Taking a Holistic approach to financial planning I focus all aspects of my Clients’ portfolios including Estate Planning, Financial Planning, Investments, Retirement Planning, Risk mitigation, as well as Wills and Trusts. I currently also provide Business Assurance advise and implementation to my corporate Clients. Becoming a long term financial partner with all my clients is my mission.