I run my own professional financial advisory practice where we aim to provide a value added service to each client relationship and build lifetime relationships. In the fast paced business world we live in we aim to stand out by truly bringing the 'heart' back into client relationships, and as such we try to develop personal relationships with each client in order to understand their unique circumstances and advise accordingly.

 

If you want honesty, integrity, real advice and a financial partner to guide you along the way, then please contact me. On the other hand if you are just shopping for products, I believe you've totally missed the point of financial planning as you've most likely been exposed to some of the numerous 'sales people' out there as opposed to a professional financial planner, and unfortunately 'product shopping' has little value in your financial plan and will likely lead to total frustration and the achieving of no goals whatsoever!

 

If you want a one stop shop with someone who always places YOUR needs first then contact me. I'd encourage you to read our client testimonials on our website, as in my mind this is the greatest tribute any business can have.

 

We are very consumer friendly and my advice and service come at an extremely competitive rate, as we waive fees in instances where clients do busines with us.

 

I have consistenty been one of the top advisors in my division through the Liberty Group and I'm currenty a member of Liberty Life's elite 'Leader Group' as the number 16 consultant out of nearly 900 consultants nationally.

In 2008 I won the award as the Liberty Life Financial Planner of the Year. This award is based on a variety of factors including practice management; quality of overall business; business case study (assignment); ethical business practices and recommendations from peers and managers.

 

I have a cost accounting and Tax background and as such am extremely analytical. I conduct an in depth financial analysis for all my clients in order to offer the highest level of advice. We have a very personalised approach to how we handle each client and have a regular communication plan to ensure that we stay in contact with our clients.

We never lose clients and 99.9% of our clients have been refered to us by satisfied existing clients. Offering ’Right Advice’ is always top priority even if it means less business for us.

I have gained acceptance as a member of the MDRT every year, which is an accolade approximately only 1% of advisors worldwide achieve. I always strive for self improvement and spend much of my time keeping up to date with the latest industry changes as well as investment and market indicators.

Please visit my website for more information: WWW.WEALTHWORLD.CO.ZA