Qualifications:
Higher Certificate in Financial Planning
I have 13 years of experience in long-term insurance, specialising in wealth creation as well as personal and business risk cover. I am committed to go beyond the analysis stage for my clients. I actively monitor and guide my clients’ financial plans so that we can adapt and amend it to their changing financial circumstances. Being a loyal team member is very important to me. I believe in working together, not only with my clients but also with my peers to assist my clients to achieve their financial goals. Most of my clients are referrals from existing clients. This is a testimonial of the service I provide!
Rugby is one of my other passions. I am very involved with the youth and strive to be a role model to those I coach. I also enjoy playing golf with my clients. A good braai is always welcoming when entertaining friends and family.
Contact Information
+27 (0)21 914 8999 (Cape Town)
info@cfbs.co.za
Bellville Address
28 Bella Rosa Street, Bellville, 7530
PostNet Suite #306, Private Bag X22, Tyger Valley, 7536
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