My passion is to deliver Professional Advice, Quality Service and most of all building long lasting and trustworthy relationships. It is critical for me to ensure I also have a deep technical knowledge in all areas of our business and products we provide to our clients.
The key differentiator is not to focus on a single need or policy sale, but rather a holistic approach and engagement with my clients focusing on finding solutions in all areas of their financial planning needs on an ongoing basis. The above methodology in line with our areas of expertise allows clients to know what to expect when we meet. Working mostly with self-employed professionals and high net worth business owners has helped me to follow a systematic 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 Personal Risk & Estate Planning, Business Risk & Succession Planning and Investment- & Retirement Planning.
My planning and advice strategy also includes me surrounding myself with a team of highly qualified individuals assisting me in delivering a professional and independent financial service & planning offering. Our services further include Short Term Insurance, Health Insurance, Fiduciary- & Trust Administration, Employment Benefits and Vitality Wellness Management. I believe in Continuous Professional Development. 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. With more than 20 years of experience I believe I can make a meaningful difference in financial planning for my clients. I started my career in the financial services industry in 1991. After 5 years in the banking sector I furthered my career in financial planning. I was appointed as a financial advisor at Old Mutual until 2000 when I opened my own independent financial planning practice. I trust that by joining forces with attooh! in 2014 helped to improve my value offering for my clients in every sense.
I am happily married to my wife, Carin and we have a son Justin. 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 social person. I enjoy watching sport, listening to music, catching a good movie every now and then and last but not least spending quality time with my family, friends & clients. My passion to do the best for each and every client, providing them with Professional Advice & Quality Service gives my existing clients peace of mind that their financial matters are in good hands. This combined with regular contact will result in long lasting, trustworthy relationships with all my clients going forward. Thanking all my existing clients for their loyal and continuous support!