I joined NFB Asset Management in 2003. Three years later I realised my passion was for wealth management, a client facing position, and I redirected, having gained a great knowledge base, into a full-time financial advisor. My clients are predominately individuals, trusts and corporates and I also have product development responsibilities in our Group. After achieving excellent results in my principal focus areas, I was appointed to the NFB PWM JHB board in 2013.
My approach to clients and work is twofold. Firstly, a good night’s sleep in not negotiable or said another way, you must always do what you believe is the right thing. Secondly, be prepared.
I’m a lover of the great outdoors and particularly like being in a game reserve. I go to gym to keep fit, enjoy scuba diving and have my PADI Master Scuba Diver rating. After a successful week at the office my indulgence is a decent whisky.
I am married with two young children.
NFB Private Wealth Management has been providing clients with independent financial advice and a broad suite of products since 1985. They’re part of the AltX listed NVest Financial Holdings (NVE: AltX) group of companies that has more than R30 billion under management and administration.
Their highly qualified and experienced multidisciplinary team of Independent Financial Advisors and professionals take care to craft bespoke solutions, tailored to their clients’ individual needs, rather than a one-size-fits-all service. They do this by investing time into deeply understanding their clients before making any investment decisions.
They pride themselves on their long-serving people who collaborate across business skill sets to ensure that every investment decision made for clients is the best possible one. Their pragmatic approach to wealth management, developed hand in hand with their clients, ensures a personalised wealth plan with the goal of future financial growth and security.
They simplify the complexity of wealth management for their clients, giving them the ability to make informed decisions with peace of mind.