About Me
Whilst working with clients, I have identified a need for a simpler, more effective way to take care of the bigger picture in Financial Planning, where Investment in Property forms part of holistic Financial Planning. For this reason I decided to live out my passion and get involved on both sides for clients, doing Property Services combined with Financial Planning and making magic for people.
My Career Path
My background and experience enhance what I can offer clients in Financial Planning and Property Services. Thus I am since March 2017, primarily involved as a Property Practitioner in Real Estate in the Northern Suburbs. Furthermore I am also registered with the Financial Services Board as a Financial Planner at a brokerage in Somerset West. Since 1998 I have worked in the Financial Advice environment. The first 10 years I spent as a successful Independent Financial Adviser. Thereafter for the next 9 years, I successfully took up a leadership role as a Business Development Manager at a big insurance company, where I managed, coached and mentored Financial Advisers over all different levels of competency and experience. For the last 6 years I was mostly involved with newly appointed advisers, working under my supervision. The Newcomer of the Year for the Western Cape was nominated several times from my portfolio and for most years I also had a number of advisers attending the annual Conference for Champions. |
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Prior to this, I was a fully qualified Real Estate Practitioner for a period of 12 years. During this time, I purchased a Real Estate business, where I acted as principal. Through the years my first-hand experience in Real Estate was, that growth in fixed property investments exceeded growth in most other asset classes, when structured in the correct approach. Rental income from investment property also outperformed inflation.
More about my Career Path
After my initial studies, I started off my career as a teacher. This career was short-lived, because when I got married, the system forced me to quit. I took up a number of temporary teaching posts, but as I wanted the stability of a continued flow of income I fortunately landed up in the business world.
More about my Studies
My experience of the ever-changing business environment, is that one can easily become lost in outdated business strategies. One has to move forward together with the changing trends, which constantly require updating and the acquiring of new skills.
Fortunately, as an avid reader and my keen interest to master new information on a variety of levels, I enjoyed the constant journey of learning, mastering and applying the newly acquired knowledge.
I therefore:
More about my Interests
Apart from reading, I also like writing, so currently I am busy doing Book Reviews for publication on the Internet.
I love the peace and quiet of nature, but I also love traveling, visiting historical places and to find out more about the living styles of people and what driving force motivates other people.
What about You?
Should you need assistance with any Property Transaction or Investment and Financial Planning, please contact me for exceptional assistance by using any of the buttons below.
More about my Career Path
After my initial studies, I started off my career as a teacher. This career was short-lived, because when I got married, the system forced me to quit. I took up a number of temporary teaching posts, but as I wanted the stability of a continued flow of income I fortunately landed up in the business world.
More about my Studies
My experience of the ever-changing business environment, is that one can easily become lost in outdated business strategies. One has to move forward together with the changing trends, which constantly require updating and the acquiring of new skills.
Fortunately, as an avid reader and my keen interest to master new information on a variety of levels, I enjoyed the constant journey of learning, mastering and applying the newly acquired knowledge.
I therefore:
- achieved the Postgraduate Diploma in Financial Planning at the University of Stellenbosch in December 2017
- successfully updated my Real Estate qualifications
- enhanced my teaching qualification by qualifying myself as an Assessor and also as a Moderator during 2016
More about my Interests
Apart from reading, I also like writing, so currently I am busy doing Book Reviews for publication on the Internet.
I love the peace and quiet of nature, but I also love traveling, visiting historical places and to find out more about the living styles of people and what driving force motivates other people.
What about You?
Should you need assistance with any Property Transaction or Investment and Financial Planning, please contact me for exceptional assistance by using any of the buttons below.
