Get to Know Us
I believe in self, power of team and talent for harnessing the innate ability of people I've met and worked with has attributed to the fact that I have been awarded numerous accolades by the Blue Chip Companies I worked with. These include Sales Person of the Year (Gantech Sales, 2000), Employee of the Year (IDCS 2003), VIP (Liberty 2007) Manager of the Year (Liberty 2014), and Branch of the Year (Liberty 2010 and 2014)
My mantra is one of all being equal but all having different levels of ability and opportunity. My passion is identifying those differences and developing the individual ability for the greater good and shared success for all.
I always had a passion for helping others reach their full potential, whether it was finding their dream home or finding solutions to problems – my aim is helping my clients live the life they deserve.
Holistic and comprehensive Financial Planning is the vehicle through which I have chosen to do just that! I specialize in wealth creation and wealth protection, working with people in all stages of their life. "I understand each client is unique and together design a road map to get them from where they are to where they aspire to be financially. Providing strategies to increase and maintain my client’s lifestyle, especially in the case of ensuring that their families are taken care of in unforeseen events of life."
He has been in the insurance industry for 13 years. Starting his career as a successful Sales Consultant, and in 2013 changed his career to become an even more successful Financial Adviser.
Head of Administration
She loves administration and solving problems – all the things her team members do not have the time nor the inclination to do. She takes care of this for them, leaving them free to do what they do best – which is to take care of their clients. The experience gained over the past four years in the industry enables her to fulfill this role with aplomb and efficiency which is a great support to the team.
She started her career in the financial services industry in 1989 and have been a Financial Adviser for the Liberty Group since 2012. She believes that her solid background and caring attitude enables her to provide clients with a holistic financial plan that grows with them and changes as their needs change. "It's hard work but it's the most rewarding role I have ever had as I make a real and valuable difference in people's lives."
He is next generation in Financial Advising, giving a fresh new insight into the world of risk and investments. He uses his financial degree, tech background and 4 years entrepreneurship experience to deliver the same sound financial advice but in a way befitting the 21st century.
He is an innovative financial adviser with 3 years career experience in sales, customer service and business management. He loves working with people and have an aspiration for solving problems. He has a Business Degree from UWC and a family full of successful entrepreneurs. Business is in his blood and he has a dream to make a difference in people's lives.
With a strong marketing background in retail and B.Com Marketing Management, he doesn't only love building relationships but sustainable bonds in changing people's lives.