I am happily married to Carin, my loving wife of more then 20 years. We have a 16 year old son and he is the pride and joy of our lives. We love and support Justin unconditionally in everything he does as we believe this is the foundation to set him up for life. We have strong family values and know that love, honesty & respect goes a long way in achieving happiness and success in life. Further to this I am a very social person. I have a passion for people and believe in having strong relationships with friends and my clients alike. For entertainment I enjoy watching sport, listening to music, catching a good movie every now and then and last but not least wining & dining – good food and good company! Occasionally I get it right to make time for some me time too, I spend this time going for a ride on my bike or enjoying a relaxing game of golf.
Having a passion for people and being interested in people`s financial welfare obviously led me to this career in Financial Planning. I started my career in the financial services industry in 1991. I was appointed as a ledger clerk at Standard Bank and so I commenced gaining valuable experience in the banking sector. After 5 years I resigned as Managers Clerk at that stage over seeing all personal and commercial lending, securities and foreign exchange. I then furthered my career in the insurance sector. I was appointed as a financial advisor at Old Mutual. Here I gained valuable training and experience in various fields including Estate Planning, Investment Planning, Short Term- and health insurance. I decided to become an independent broker in the year 2000. As I believe in Continuous Professional Development I then studied towards a higher qualification. I completed my Post Graduate Diploma in Financial Planning in 2003 and my Advanced Post Graduate Diploma in Financial Planning (Estate Planning) in 2007. I have also been a member of the Financial Planning Institute since 2002 and qualified as a Certified Financial Planner in 2004.
Working with self employed professionals and high net worth business owners has helped me follow a holistic approach when it comes to financial planning for my clients. Performing a Full Financial Needs Analysis and following the 6 Step Financial Planning Process, I advise my clients on all aspects including Estate Planning, Business Succession Planning, Investment- and Retirement Planning. I am also assisted by a great team ensuring professional support and advice in other lines of financial services including Short Term Insurance, Health Insurance, Trust Administration, Employment Benefits and Wellness Management. My passion to do the best for each and every client, providing them with Professional Advice & Quality Service gives my existing clients piece of mind that their financial matters are in good hands. This combined with regular contact will result in long lasting, trustworthy relationships with all our clients going forward. Thanking all my existing clients for their loyal and continuous support!
I am the co-author of the Number 1 Amazon Best Seller book, “The Ordinary Millionaire”. This book is a unique collaboration by a number of financial advisors from the attooh! Group of Companies combining our expertise under the leadership of Wouter Snyman to produce a book packed with financial wisdom that is relevant for every individual wanting to embrace the philosophy’s shared and steps highlighted to walk the journey to financial independence.