More About Me:
I am married and have one son. I grew up in a small farming town called Creighton in the heart of the KwaZulu Natal highlands. I attended Maritzburg College and matriculated in 2007 and then went on to study a Bachelor of Commerce at the University of Stellenbosch, majoring in Finance and Economics, and graduating in 2012.
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After graduating, I spent three years working in the accounting and auditing industry, two of which were spent at PricewaterhouseCoopers. Subsequent to this, I moved into the financial services industry and worked at one of the top boutique financial planning practices in South Africa, as well spending time working alongside Christopher Willis (ex head of financial planning at Alexander Forbes).
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In 2016, I obtained my Post-graduate Diploma in Financial Planning from the University of Stellenbosch Business School. In line with my commitment to excellence I went on to become a Certified Financial Planner®, which is the highest professional designation available to financial planners, both in South Africa and globally.
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Further to this, I am constantly sharpening my skill sets in order to ensure that my advice remains at the cutting edge of the financial planning field, both here in South Africa and globally.
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In the beginning of 2019 I joined Legato, which is an authorised Momentum Financial Planning Franchise (FSP number 6406). This franchise is made up of a team of professional financial planners with a business culture where honesty, integrity and exceptional advice are at the heart of the business.
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Being a part of such a franchise presents two major advantages to my clients:
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Succession planning - Should anything happen to me, one of my colleagues can seamlessly step into my shoes and continue walking with you on your financial journey; and
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Wider expertise available - While I do not provide advice on products such as short-term insurance (car, household etc.) or medical aid, there are qualified individuals within our team that can happily assist you with these products.
What I Offer:
I offer holistic financial planning to individuals and their families, and corporates. Holistic financial planning means assisting you with the following:
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Identifying and documenting your unique needs, goals and aspirations;
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Crafting a financial plan which is tailored to these unique needs, goals and aspirations. This empowers you to make informed decisions, better prioritise and manage your financial resources; and
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Monitoring and adjusting your financial plan in line with any changes and/or additions to your needs, goals and aspirations as well as any new developments in your life.
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Money itself should never be viewed as the end goal nor the destination, but should rather be viewed as the sail on the ship that empowers you towards providing for your needs, goals and aspirations.
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Thus, in my approach you are at the center of your financial planning and your money is simply the vehicle that carries you towards your needs, goals and aspirations. In other words, we first focus on you and the destination/s that you have in mind. Once we are armed with this information, we can look at how best to adjust your financial sails to get you there.
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I believe that until I understand you, your family and/or business, and where you want to go, I have no right to provide you with advice.
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Momentum Financial Planning
Momentum Financial Planning is made up of a team of professional financial advisers across South Africa that understands the challenges which ordinary South Africans face. We understand that everyone has different financial goals that are important to them - that’s why we provide them with end-to-end solutions for their different life stages. By making use of our unique financial wellness framework, we can provide holistic financial solutions.
We’re committed to fulfilling our clients’ lifelong needs by helping with the planning and achievement of their financial goals and dreams. We do this by conducting a comprehensive overview of our clients financial needs and help them with structuring a personalised financial plan to match their income and life stage. This financial plan helps out clients work out their short, medium and long-terms goals and prioritise them, so they can start planning and managing their finances in order to achieve them.
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