Having lost my parents at a young age and having my youngest son born with special needs, “Jouberts Syndrome”, has helped mould me into the family man I am today. I am extremely considerate to balance in life when planning. I am extremely passionate about helping others create the life they want to lead by focusing on a plan we design together, and then review annually, holding each other accountable for the outcomes we outline.

Being creative in planning is at the heart of everything we do, and with over 25 years of being in the business I have specialised fully into all aspects of financial and estate planning. This, I feel, is a major strength and difference between us and other companies.

The companies I have formed along the way have been started to help our clients achieve maximum success over a number of years. They have been formed to help clients with all of their financial and estate planning.

I am an Ambassador to the Brainwave charity, and I carry out various activities and sponsorships to help other special needs charities and families.

I hope that my story and experience will be of interest and I invite you to contact us for more information on how my team and I can help you establish financial security to live the life you want both now and for your future.