What is Financial Planning?
I believe that the key to financial freedom lies in proper planning for every stage in life. Financial Planning is a necessity often overlooked and disregarded by many. Financial Planning is the process of identifying your short and long term goals and then to create a balanced plan in achieving these goals whether it be in wealth creation, wealth accumulation or wealth preservation.
I am an accredited and registered financial planner at Momentum with a BCom Investment Management degree and a BCom honours degree in Financial Planning. I take a holistic approach when consulting with clients to maximize performance and protect risk. I offer advice in the following specialised fields:
- Risk Planning
- Business Assurance
- Investment Planning
- Pre-Retirement Planning
- Post Retirement Planning
- Estate Planning
My intent is to provide professional unbiased advice in a world where reliability and trust is key.
Respect is earned
Honesty is appreciated
Trust is non-negotiable
Our offerings
 Fee Based Financial Planning Find out more... |  Commission Based Financial Planning Find out more... |