“Wealth Creation and Investment Planning”
I am a young dynamic Financial Advisor who joined the Branfin Group in 2009. I lived in the UK for 7 years and worked in the Retail Banking Sector. I was a Bank Manager for Alliance & Leicester Plc and on a number of occasions my branch was the top performing branch, which I believe was due to my focus on providing for clients’ needs. I am passionate about personal finances and have spent the last 3 years trading on the world’s stock markets in my personal capacity.
I got married in February 2007 to Michelle and we live in Fourways where we have bought a house. My son, Owen, was born on the 27th February 2009.
During my free time I enjoy playing golf and riding my motorcycle.
With my experience and understanding of financial products and clients’ needs I am able to offer a professional service second to none. I am being mentored by the Group’s MD who has over 20 years experience in managing individuals and finances.
I would like you to ask yourself the following questions:
1) Should I die today will my family be able to maintain their lifestyle?
2) If I was disabled would my family and I be able to maintain the same standard of living?
3) When I retire will I be able to support myself financially?
If you are unable to answer any of these questions with certainty you should meet with me to complete a Financial Needs Analysis.
Providing Service Excellence in:
• Life Cover
• Disability Cover
• Dread Disease Cover
• Pension and Provident Fund
• Retirement Planning
• Investments
• Education Plan
• Unit Trusts
• Tax Planning
• Estate Planning
• Business Assurance
• Medical Aid
• Trusts
• Wills
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