I assist clients in crafting a customised finance plan that aligns with their personal circumstances and financial goals.
160+
Active Clients
My goal is not to simply sign policies. My goal is to guide and educate each client on how to best manage their money.
Client Testimonials250+
Active Policies
I advise on a range of financial services including unit trusts, retirement annuities, life cover,dreaded disease cover and more.
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Corporate Pension Funds
I setup and manage corporate pension funds not only providing an employee benefit but a tax incentive as well.
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