Who Am I?
I am a Sole Proprietor and Financial Service Provider specializing in running an independent boutique asset management business and financial planning practice.
My office is based in Pietermaritzburg and I operate locally as well as in Durban and Johannesburg.
I was in teaching for the first 11 years of my working life before doing a career change in 2000, initially joining an insurance franchise. In 2002 I studied a Post Grad Diploma in Financial Planning through the University of the Free State and then moved to being an Independent Financial Planner at the end of this same year.
I offer you an above average opportunity to manipulate your money for Income or Growth coupled with a high level of Reduced Investor Anxiety
CERTIFIED FINANCIAL PLANNER®
HDipEd BA BEd PGDipFP
Authorised FSB # 7580