in search of excellence in the Financial Planning World.
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Our goal is to reduce your exposure to risk and to ensure the financial safety and security for you, your families and your business entities
My team and I have an important role to play in your Financial Planning Journey. We have a fundamental responsibility to guide you, mentor you, lead you, educate you, inspire and motivate you. We need to consistently apply and research Best Practices, and have knowledge of up to date legislation and markets. In order to achieve this, we partner and are members of the following Associations:
FINANCIAL PLANNING INSTITUTE OF SA (FPI(SA))
INSTITUTE OF BANKERS (SA) (IOB(SA))