I care about my clients and the important choices they have to make regarding building and protecting their future. The combination of my personal background, experience and qualifications enables me to provide expert financial advice, and along with my proficient team of support staff, I am able to assist my clients in the implementation of a holistic, personal plan to achieve their financial providing valuable.
My passion to Serve my clients is what makes me love my career. I’ve been in the financial industry for over a decade and hold an Advanced Certificate in Financial Planning from Moonstone Business School of Excellence. Communication is important to me; I strive to fully understand my clients goals, fears, and what is truly important to them. I do not merely sell products to my clients, I create and implement a financial solution that is best suited for them. I provide the knowledge and tools that they require to place them in a better position than what they were in before, so that the idea of reaching their financial goals becomes a reality.
I understand that in this volatile economic environment, it is important to stay focused, knowledgeable, and goal-orientated within every aspect of portfolio. My objective is to guide clients to financial success, by protecting their health, wealth, ability to earn an income, dependants, businesses and employees, from unexpected life events, adding value to their journey to financial freedom. I provide the following services: Risk planning; that includes Death- Income Protection- Education Protection- Planning, Pre- and Post-retirement Planning, Investments, Medical aid, Gap cover, Short-term (car/home) Insurance, Wellness and Vitality contract and Corporate wellness days.
I strive to continuously improve my skills, knowledge and service to my clients in all aspects relating to the services and products that I advise on to ensure that I offer the very best financial solutions that are seamless and deliver on their promises, and to ensure that I am aware of the latest legislative changes and industry practices, ensuring that my clients personalised solutionsreap the rewards of being a Discovery client and benefiting from their dynamic product range and innovative reward structure. “I want to help you be healthier, to enhance and protect your life”