I am most content when I fulfil my personal purpose in Iife: to accompany people and organisations on a journey that help them grow. Having spent the past 28 years in the financial services industry, I’m pleased to say that I’m doing exactly that. I’ve worked at all levels from being an adviser to an executive manager. As an executive manager, I was tasked with facilitating large-scale change and strategic projects that enabled advisers to effortlessly support their clients towards financial wellness.
I am a Certified Financial Planner (CFP), have completed an Advanced Postgraduate Diploma in Financial Planning at the University of Free State and I have also been certified as a Professional Coach by the University of Cape Town’s Graduate School of Business. These, and my other qualifications, equip me to pursue my passion: supporting advisers and ensuring that they inspire their clients towards financial wellness.
Along with a team of experts, my current role involves establishing a Momentum Financial Wellness Practice that will support a unique client advice and engagement model to ensure both clients and advisers become financially well.
Certified Financial Planner
Advanced Post Graduate Diploma in Financial Planning
Certified Professional Coach
Spend time as Adviser, Regional Manager, Provincial Manager and Head Strategic Projects at ABSA. Currently I am a Momentum Financial Wellness Practice Business Owner.