As a financial adviser I am effectively a personal trainer for your financial well-being. We know we need to have a financial plan that includes paying off debt, saving, investing and risk cover, but when are we ever going to get around to creating and implementing the plan? As a financial adviser I can help set up a financial plan to meet your goals without taking risks that you can’t afford, or maybe by taking more risks (training a bit harder) to reach those goals.

If you are tempted to dip into your savings to buy a new car, I am there to remind you of the impact of impulsive purchases on your long-term goals. And when the markets move up and down, I will remind you of why you made your investment decisions so that you stay focused on your long-term plan rather than getting caught up in the emotions of newspaper headlines.

Today we live in a world where we can buy risk and investment products on the internet. Twitter, Facebook and other social media allow us to see other people's reviews of companies and products.

So it is fair to ask whether there is still a place for advice. I believe that there is and that in this crazy world of ours it has become even more important to have relationships with people you can trust.

So there you have it.

Now the areas I can help you with.

1.       Wealth Protection

Life Protection
Loss of Income Protection (Disability)
Lifestyle Protection (Dread Disease)
Policy Protection

2.      Wealth Creation

Retirement Annuities
Investments / Savings (Short to Long term)
Corporate Pension and Provident Funds
Retirement Planning and Tax Savings

3.      Education Planning

Primary, Secondary and Tertiary education

4.     Medical Aid

Hospitalisation and Medical Cover
“BurnjOules” Health and Wellness Program
Medical GAP Cover

5.      Estate Planning

WILL’s