Good financial planning is not easy, but it should be presented in a manner that is simple and understandable. Developing complex solutions is not helpful nor is it likely to produce the required results. Creating simple, common-sense financial plans and investment strategies that clients can stay the course with through volatile markets and emotional times are most important.
I was raised and educated in South Africa, where I started my career as financial adviser and stayed for 16 years before moving to Australia and joining Evalesco. Here I take a holistic and in-depth approach in understanding my clients’ lives, asking more questions around what is important to them, why and what their dreams are makes a significant difference in how we build their financial plan.
In my spare time I enjoy reading, running, swimming and spending time with my wife and three kids.
Your favourite quote?
“Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones you did do.” Mark Twain
Your favourite podcasts or books?
Podcast – Masters in Business-Barry Ritholtz and for books – Simple Wealth, Inevitable Wealth-Nick Murray, Nudge-Richard Thaler and Girt-David Hunt
What healthy, wealthy and happy means to you?
I believe the link between Healthy, Wealthy and Happy is so important. Focussing on wealth alone isn’t a strong measure of success. Being able to achieve a balance between our lifestyle (healthy), our work/money (wealthy) and family/friends (happy) is important. Once we have achieved a balance, we will be content with our lives rather than striving for more wealth, at the expense of our health or relationships with family/friends
What are the values that drive you?
The desire to see people live their best possible life, eliminating as much stress and anxiety that comes from worrying about money and investments.
- Bachelor of Commerce – majoring in Economics and Accounting
- Certified Financial Planner
- Sub-Authorised Representative No. 1270846
- Financial Planning Institute of Southern Africa
- Member of Association of Financial Advisers (AFA)