Wealth Management

Contact Details

Phone Number:
084 955 1217
Website:
Visit Website
GPS Coordinates:
-33.892772, 18.514953

Physical Address

Century Boulevard, Century City
7441

Office Hours / Trading Hours

Monday: 8:00 - 17:00
Tuesday: 8:00 - 17:00
Wednesday: 8:00 - 17:00
Thursday: 8:00 - 17:00
Friday: 8:00 - 17:00

Operational Locations

Western Cape

Introduction of Wealth Management

Your specialist in Personal and Business Insurance, Investments, Medical Aids and much more!

Map

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About Wealth Management

My passion in the financial industry is to help as many people possible. I believe that as South African's we do not have a saving mentality. The problem comes in where we start saving too late or don't start at all to save.... We spend from month to month with no provision for emergency money or money when we retire or provision for our families when we are no longer around to provide for them.

If we can help enough people to make a change in their financial planning we believe they will share this with their children so they will help their children when they become adults to plan for a better future, this way we will start to change a generation for the better, so that we don't send people and families back into the cycle of poverty.

More so in the past, a lot of people weren't privileged to financial advisers or they just were not told about financial planning, thus the reason they have ended up where they are today, so for me it is important to help as many people as possible and get them to refer me to their friends, families and colleagues, this way if they decide not to look into their financial affairs, they have at least made an informed decision as they had all information on hand

I would love to make a huge impact on the next generations wealth management, once again for the better, to help the 'everyday' man out there, not only him/ her, but for their families too.

Related Keywords

Insurance, Investments, Medical Aid, Gap Cover

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