Financial Planner – Comprehensive Wealth & Insurance Services
With over 33 years of experience and a postgraduate qualification in financial planning, I help clients achieve their financial goals through tailored strategies. I specialise in wealth planning, business planning, estate planning, retirement and investment planning, life, disability, and severe illness cover, medical aid and GAP cover, short-term insurance, employee benefits, and banking solutions.
I advise on a range of Discovery products, including Vitality, Life, Invest, Insure, Health, and Bank. My passion is empowering clients to take control of their financial future with expert guidance and personalised solutions.