With you when life happens

I’ve been in the in the industry since 2012 as a tied advisor to one of the big life insurance companies. I was fortunate to learn from some of the brightest in the business. I realized that I no longer wanted to work for an insurance company, I wanted to work for my clients. There were questions from clients that I could not honestly answer and needs that could not be met from just one perspective. As the saying goes “if you only have a hammer in your toolbox, everything is a nail!”

I decided to become an independent financial planner, which allows met to give honest and unbiased opinions.

And that forms the basis of Fortem’s ethos. An unbiased and honest commitment to our clients.

I have been in the industry for the last 10 years and I specialise in financial planning, investments and retirement planning. I received my degree in B.Com Economics and Econometrics from the University of Johannesburg.

Since I have become an independent financial adviser and have been working at Fortem, I have helped many clients create a path to secure their financial future. I pride myself on building lasting relationships with my clients, understanding their needs and providing tailored solutions.

When not advising clients, I enjoy mountain biking, hiking and spending time with my family.

Since I started in the Financial Services Industry back in 2016 as a tied advisor for one of the biggest Insurance Companies, I have finally found my passion as a Financial Advisor.

I have worked closely with some of the most experienced advisors in the industry. I decided to embark on a new journey in 2020 when I wanted to provide more for my clients and give them better and unbiased financial advice. I decided to work as an independent advisor because my passion was to not just sell insurance but turning my client’s financial goals into realities.

My priority is to continue to strive and provide my clients with a long-standing relationship where they know that there financial goals and aspirations are taken care of.

I started my career in the motor industry whereafter I ventured into the supply and manufacturing world within the mining industry. I pursued my passion for the Short-term industry with a leader in the market as a tied agent.

I was fortunate to join Fortem Financial Services as an Independent Financial Advisor. Here I am able to assist my clients with Long-term insurance, Short-term insurance, Investments, Wills & Trusts, and to fully understand and adequately manage their exposure to risk. Risk is ever present in every activity of our daily lives.

I focus on and have a passion for clients in both Personal and Commercial insurances. I believe in the following saying: “It is better to have insurance and not need it, than, to need insurance and not have it.” I live by my core values of honesty, integrity, dependability, faith and family.

Fortem’s aim is to protect our clients from the uncertainty that is life and to build lasting long-term relationships and address each client’s needs with professionalism and expertise.

I courteously invite you to contact me with regards to any Short-Term Insurance requirement you might have, and I will professionally and with due care look after you and your needs.

I have worked in the financial services industry since July 1985 when I joined Barclays Bank in Johannesburg. My areas of interest were foreign exchange, exchange control, commercial property finance and credit risk management.

In October 2011 I left banking behind and joined Old Mutual Personal Financial Advice as a tied financial adviser. I have also spent time at Nedbank Financial Planning and FNB Advisory but could never reconcile myself to the corporate chase of numbers as it is my belief that the client’s needs come first. I have been an independent financial adviser since December 2018.

I now provide financial advisory services to clients, both individuals and business, in the areas of risk, investment, pre-retirement and post-retirement. I can also assist with the administration of deceased estates.

In my spare time I am a runner with a preference for trail running.

I am seasoned financial adviser with over 13 years of experience in the industry, specializing in life cover, investments, and cryptocurrency. A pioneer in the crypto space since 2017, I was among the first in South Africa to obtain a crypto license.

With extensive expertise in blockchain, smart contracts, and the DeFi ecosystem, I am also a fully Certified Ethereum Expert®️ through Blockchain Council. Dedicated to fine-tuning financial strategies, I bring a wealth of knowledge and personalized insight to help clients navigate both traditional and digital finance.