A Certified Financial Planner® with over 10 years experience in the financial services industry, I have a Post Graduate Diploma in Financial Planning, a Bachelors degree in Marketing and Business Management and a National Certificate in Wealth Management.  I am also a fully accredited CFP® and member of the Financial Planning Institute of South Africa. I am a registered financial planner with the Financial Services Board and Council for Medical Schemes.  Please visit my website for more information: WWW.WEALTHWORLD.CO.ZA

I sincerely believe in the value of building long term relationships with all my clients, and as such, service is the cornerstone of my practice.  I focus on standing out from the crowd by providing sound advice and excellent customer service through in-depth analysis and client value management.  In running a professional one-stop Financial Planning practice, I have been successful in establishing a business that focuses on the attraction and retention of high calibre clients, including successful small business owners, corporate executives and families who desire the assistance of a credentialed financial advisory specialist.  Furthermore, as a limited client practice, you can be assured of my personal attention at all times. The fact that a large number of my clients are referrals from other existing clients speaks for itself in terms of the level of service I provide. I look forward to welcoming you as a valued client. Please visit my website for more information: WWW.WEALTHWORLD.CO.ZA

WEALTHWORLD Professional Financial Planning is a financial planning consultancy, which operates under an agency agreement with the Liberty Group Ltd. 

 

I am wholly committed to caring for your financial wellbeing and helping you achieve financial independence, by assisting you in protecting and growing your savings and investments.