I enjoy spending time with people and I especially enjoy it when I can make a difference in their lives. The first impression you will get from me is honesty and being to the point. My style of giving advice is to look holistically at a client’s portfolio – What does this mean?
Financial planning has a few legs: This can range from Investments, Capital required for your family on death, Short term insurance, Medical Aid, Wills and Estate planning.
If you are a business owner, there is a different dynamic in looking at your financial plan. Making sure your family business is preserved for the next generation plays a crucial role in how you set up your financial planning structures.
I completed my Honours Degree in Risk and Investment Management through the North West University in Potchefstroom.
I am chairman of the Investment Committee of Futurum Financial Group (Pty) Ltd since 2018. At present we are six individuals serving on this committee.
I hold the professional designation of Certified Financial Planner® where I am part of a professional organisation and adhere to professional standards set every year through the Financial Planning Institute of South Africa.
We also have a branch in Mauritius (FFG Mauritius) where my focus is to provide solutions for clients on their offshore trusts.
Futurum Financial Group (Pty) Ltd (FFG) was formed on 1 October 1998. FFG has been assigning our experience and resources since then. We provide seamless, tailor-made insurance and risk solutions for top South African public companies, thousands of privately-owned businesses and many more private individuals.
FFG is a leading independent financial services company, delivering a broad range of financial services and products. We specifically focus on areas of Wealth Creation and Preservation, Asset Risk Management Insurance Solutions and Employee Benefit Solutions. With a team of more than 150 nationally, FFG unites to add value for clients via innovative and effective risk and people solutions and through industry-leading resources and technical expertise.
FFG has the resources and network to support your company’s growth. As an insurance-based financial services provider, FFG focuses its activities on its key markets in strategic destinations throughout South Africa. With strong capabilities, matched by high standards of professionalism, we aim to be trusted as a corporate citizen that responds to the diverse expectations of stakeholders, including shareholders, customers, business partners, and employees.
We have become the cornerstone for many successful individuals and businesses in various sectors.
You CREATE the memories, we INSURE the journey.