All you need to know about Bruce
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.
I’m a Certified Financial Planner, and a member of the Financial Planning Institute of Southern Africa. In my spare time I enjoy reading, running, swimming and spending time with my wife and three kids.