"The starting point of all achievement is desire."

- Napoleon Hill -

MY APPROACH

Money is just a tool. It’s what you use it for that matters.

I am passionate about helping my clients to see that money can provide freedom, security and adventure.

As Ayn Rand wrote, “Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver.” My aim is to give you the tools you need to take the next step in your life ­ and sustain that momentum.

I am a Financial Planner, a member of FISA and The South African Institute for Tax Practitioners, a seasoned Stanlib consultant and accredited by the Medical Aid Schemes Council.

At the end of the day, I believe ‘Be kind; everyone you meet is fighting a hard battle.’ These are the words that have shaped not just my personal philosophy, but also my professional ethos. As a financial consultant and advisor, the single most important measure of my success is helping my clients to fight their individual battles.

Whether it’s providing professional financial planning for your future, helping you regain control of your financial independence, or simply providing a shoulder to lean on before making a major fiscal decision, I am committed to a holistic financial planning approach to help you fight your financial battles at every stage in your life.

Feel free to call me or my assistant, Shivani, any time ­ and let's meet up!

"Happiness is not a goal; it is a by-product."

- Eleanor Roosevelt -

FINANCIAL SERVICES

Wealth Creation | Wealth Protection | Healthcare | Estate Planning | Corporate

Retirement Planning and Provision

The sooner you begin to plan and save for your retirement, the sooner you can retire! The product most bought for this type of financial planning and provision is known as a Retirement Annuity (RA). Most companies have RA’s worked into their remuneration packages, but many don’t.

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Retrenchment Benefit

Have you thought about what you and your family will do if you are retrenched? If it hasn’t happened to you, you probably know someone who’s been retrenched. In these tough economic times, it’s one of the most understandable fears. You want to be protected if you’re faced with retrenchment or liquidation.

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Estate Planning

Estate planning is not only for the mega-rich. If you have assets, investment policies, risk cover and more than one potential beneficiary, then I can assist you with the planning of your estate and how it will be allocated when you pass away. An estate that is left open can cause a difficult time to be even harder for those who are left behind. Often there is more work needed on a R3m estate than on one that is worth R20m!

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Corporate Benefits

Group Life, Pensions and Provident Funds remain an essential part of a well run business. I will tailor your company’s pension and provident funds for you, using the most appropriate corporate providers to tender for the risk benefits and the retirement benefits separately – ensuring cost effective and customer specific corporate benefits.

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Investments & Tax Free Accounts

When it comes to investing, it’s important to have a diverse portfolio. My expert knowledge and extensive investment options allow you to truly choose the very best products available to you. From low-risk, long-term investing to high-risk, short-term strategies we can mix it up or keep it conservative: investments completely tailored to who you are and where you want to go.

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Business Assurance

Will your business survive if you are disabled, die or become impaired or what would the consequences be if this happened to one of your partners? Together we can design flexible and comprehensive solutions to meet your business assurance needs, utilising Key-Man policies and Buy-and-Sell agreements where appropriate.

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Medical Cover & Gap Cover

We are able to advise on a wide and diverse range of Medical Cover and Gap Cover products that will suit almost any budget. These products range from cover for basic hospital stays through to full, comprehensive medical aids that cover consultations with doctors, medication, glasses and other medical expenses.

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Disability & Income Protection

Most households in today’s economy rely on more than one income to keep the household expenses under check, very few are able to survive on one income alone. If you were injured or disabled in some way and could no longer work, would your family be able to cope without your income?

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Life Cover

You pay tax every month to the state, but what are you paying to provide for those that you love and care about after you have gone? Life cover should not be seen as a grudge purchase but rather as an investment into the future of your spouse and children. You work hard to provide for them now, that shouldn’t have to change in the future.

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Critical Illness

These products are also known as Dread Disease Cover. Advances in medical care mean that more people can now survive illnesses once thought to be fatal. However, although many individuals lead relatively normal lives, they no longer enjoy the same mobility or good health. The best medical treatment can cost you and your diminished ability to work could force you to make severe lifestyle changes.

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“Every risk is worth taking as long as it’s for a good cause, and contributes to a good life.”

- Richard Branson -

Testimonials

What my clients have to say about me

Liberty1

Stanlib logo

Coronation logo

Allan Gray logo

Rezco logo

Nedgroup logo

Investec logo

"Your time is limited, so don’t waste it living someone else’s life."

- Steve Jobs -

CONTACT ME TODAY

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