As an Executive Financial Advisor with more than 20 years in the financial services industry, I develop wealth creation and wealth protection strategies for my clients who are individuals as well as small to medium size enterprises wanting to create a better financial future for themselves
My services encompass advice on, and implementation of
1 Long Term Life insurance
2 Critical Illness Cover
3 Medical Aid and Gap Cover
4 Local & Offshore Investment plans Unit Trusts and Investment Policies
5 Compulsory Life & Living Annuities
6 Group Retirement Funds Pension & Provident Funds
7 Financial Planning
8 Estate Planning.