Independent Wealth Manager at GCI Wealth backed by powerful brands; Liberty, Discovery, Momentum, PPS, Sanlam, Allan Gray, Investec and Stanlib.
My mission is to improve people’s and families lives by focusing on their well-being and lifestyle needs through holistic financial planning. To maintain these relationships, guide them to build and preserve their wealth to obtain financial freedom and ensure they reach a Safe and Secure Retirement.
My approach includes a first appointment where I get to know my client and their finances. After the first appointment the client is presented with a detailed financial need analysis with solutions to meet their identified needs. Together we agree upon a solution that is in the best interest of the client and all products taken are monitored closely and reviewed quarterly or as clients needs and lifestyle changes.
Financial Planning:
Investments Planning
Retirement Planning
Risk Management
Wills & Trusts
Estate Planning
Employee benefits (Pension & Provident Schemes)
Buy and Sell Agreements
