Don’t Settle For Less
Welcome
I specialize in assisting individuals with their group benefits and personal financial planning. Whether you have existing benefits at work or not, my goal is to help you understand and optimize your life cover and investments to secure your financial future. I also assist those without benefits to set up retirement annuities and investment portfolios. Let’s work together to achieve your financial goals.
Life can surprise us sometimes, and it’s always good to be prepared! Do you have income protection, bond cover, and Tax-efficient investments for retirement in place?
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About me
I am a man of faith. Everyday is a gift, and what we do with our 24 hours is our gift back to God. I am addicted to life and believe travel is the best form of education.
In addition to being the youngest regional sales manager of the Hereford Group in RSA, I was also the youngest shareholder (when offered). I have 2 of my own brokerages of which I am a director, I also run the JHB office in Sandton (the biggest operation in the group). I do all this while successfully managing my own existing clients’ portfolios.
I strive to be a servant leader, always hungry & always striving towards humility. I always want to be the hardest worker in the room, building, and company. Winning is only a by-product of our habits & dedication to excellence.
My belief is that talent is a myth: it takes 10 000 hours to become an overnight success.
KEY SERVICES
What We Do Best
Commercial and personal short-term insurance
Protect your assets and financial security with commercial and personal short-term insurance solutions. First, I’ll assess your risk and create a comprehensive insurance plan to keep you and your assets protected.
Income protection
Don’t let a sudden illness or injury leave you struggling financially. Income protection solutions provide a safety net to keep you and your family financially secure during tough times.
Death and disability lump sum
Ensure your loved ones are taken care of, even if the unexpected occurs. Death and disability lumpsum options offer financial peace of mind and security for your family’s future.
Business Insurance
Business insurance is underrated, yet very important. Protect your business and secure its future with a tailored insurance solution. I’ll assess your risk and create a comprehensive insurance plan to keep your business protected.
Investments
Maximize your savings and reach your financial goals with investment options. I provide expert advice and help you make informed decisions about your investments.
Bond Cover
Take the stress out of bond repayments with bond cover options. I’ll help you find the right coverage that fits your budget and needs, so you can focus on what’s important – your family.
Wills, Trusts, and Estate Planning
Ensure your wishes are honoured and your assets are protected with wills, trusts, and estate planning services. A comprehensive plan is needed to meet each person’s specific needs.
Offshore investments
Diversify your investment portfolio and maximize your returns with an offshore investment. I will navigate the global investment landscape for you so that you can make informed decisions and reach your financial goals.
Savings plan for education
Secure your child’s future with an education savings plan option. It has never been more important to give your child the gift of education.
Tax-efficient investment for retirement
Plan for a comfortable retirement with a tax-efficient investment or retirement annuity. The earlier you start, the better.
Voluntary investments with 48-hour access
Take control of your finances with a voluntary investment. With 48-hour access and better returns than a bank-fixed deposit, you can make the most of your savings. Let me help you to reach your financial goals faster.
Shariah-compliant investments
Financial products or services that follow Islamic principles and are designed to meet the unique needs of Muslim investors. By investing in Shariah-compliant investments, investors can align their financial goals with their religious beliefs while potentially earning competitive returns.
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