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How I can assist
Discover how I can help you shape your future with personalized investment strategies, retirement income planning, and offshore structuring that fit your goals.
We follow the Six Steps of the Financial Planning Process as outlined by The Financial Planning Standards Board (FPSB), the global standards-setting body for the CFP® (Certified Financial Planner) designation. The Financial Planning Institute of Southern Africa (FPI), which is affiliated with the FPSB, adopts and enforces these six steps for CFP® professionals
Investment Planning
We design personalised investment portfolios to meet your short-, medium-, and long-term objectives. Whether your priority is growth, income, capital preservation, or leaving a legacy, our recommendations are rooted in sound financial principles and carefully tailored to your unique needs.
Investment Vehicles
Our wide range of investment solutions includes:
Unit Trust Portfolios
Retirement Annuities and Preservation Funds
Endowment Policies and Sinking Funds
Guaranteed and Structured Investment Products
Discretionary Share Portfolios
Alternative Investments (where appropriate)
All of our investment strategies are also available in Shari’ah-compliant formats, ensuring faith-aligned solutions for clients who require them.
Post‑Retirement Income Planning
Retirement is a new chapter—and how you draw from your wealth matters. We’ll guide you in creating an income plan that is sustainable, tax-smart, and designed to balance security, growth, flexibility, and the legacy you want to leave behind.
We offer advice on:
Living Annuities – Investment-linked annuities using funds or share portfolios
Life Annuities – Fixed-increasing, inflation-linked, or with-profit annuities
Hybrid Annuities – Blending the features of both life and living annuities
We also provide ongoing reviews to ensure your retirement income strategy evolves with your needs and market conditions.
Offshore Investment Structuring
Offshore investing is more than just diversification — it’s a strategic way to access global opportunities and protect against currency and jurisdictional risk.
Our offshore planning solutions include:
Structuring discretionary offshore portfolios
Navigating exchange control and tax considerations
Offshore retirement and endowment options
Global multi-asset funds, share portfolios, and structured products
Shari’ah-compliant offshore investment options
What You Can Expect
I help South Africans retire smart with personalised retirement planning, expert investment advice, and tax-efficient financial strategies.
Comprehensive Projections
Through detailed investment and income projections, I help you make confident, informed financial decisions—every step of the way.
Tax‑Efficient Design
Tax-efficient strategies designed to maximise your after-tax returns and strengthen your long-term financial outcomes.
Fee Transparency
We believe in a clear and reasonable fee structure: no hidden costs, no surprises. Just straightforward pricing that reflects the value of the advice and service you receive.
Independent Advice
As an independent financial planner, I am not tied to any product provider. This allows me to recommend solutions that are objective, unbiased, and always in your best interest.
Personalised Planning
There’s no one-size-fits-all when it comes to money. I take the time to understand your story and design a personalised plan that works for you—today and for the future.
Ongoing Support
Life changes, and so should your financial plan. That’s why I provide continuous service and structured annual reviews—keeping you on track, informed, and confident in your decisions.
