About me

My journey within the financial service industry started 31 years ago in South Africa. My family is from a banking background and proudly so I followed in their footsteps.

After working my way up within the banking sector I was offered a scholarship in Financial Planning. My journey here began in 2011.

During the very difficult time of Covid and living apart from my parents I realised what is truly important for me and my daughters. And honestly for me it is about family. My daughters Ashlee, Emma and dog Cassey relocated to the beautiful Devon in the United Kingdom in December 2020 to be closer to my parents as well as giving Ash and Em new and exciting opportunities.

The reason I became a Financial Planner is because I have a passion to help people. I enjoy helping my clients make sense of their goals and aspirations, building relationships with my clients and their families to help them plan their financial futures.

I love what I do because I know I make a difference in my clients lives. One does this by stepping in their shoes and always putting their needs first, ultimately I connect the dots.