I am a Certified Financial Planner (CFP©) specialising in investments. My mission is to assist clients in making sound financial decision, grounded in rigorous research and analysis. Over the years, I have learned that as people, we transition through different stages of life. Our aspirations and needs change as we move from one phase of life to another. What I help clients in articulating is their long-term goals, in relation to their current realities. My own journey through different stages of life gives me better insight into how clients may be thinking as they approach and enter a transition from one stage to another. This helps me to guide the client in navigating the change and stay the course in relation to their long-term goals. My commitment to my clients is authenticity. I commit to giving an honest assessment of clients’ situations, providing information that is comprehensive and accurate in a manner that seeks to serve the needs of the client; in the short-term and the long-term. “If you want to go fast, go alone. If you want to go far, go together.” – African proverb. Before you “go” anywhere, you need to slow down and make time to think about where you are going and what is important to you and your family, as you plan your journey. And with the intention for the journey set, together we can travel “far”. I invite you to contact me if you would like to start or strengthen your long-term financial goals, grounded in your current context. You may be embarking on a transition. This may make you feel unsure about your future, about your families’ future. Together, we can plot a path to pursue your long-term financial goals and walk this path together. We may reach some some crossroads, we may need to take a different path than originally planned, but together we can navigate the transitions in your life, as you journey towards your financial aspirations.

My interests

• Living a healthy and active life
• General fitness
• Cycling
• Learning to play golf.