Your Guide to Financial Success
I am proud to be associated with the attooh! Group of Companies and supported by my proficient team. I look forward to creating a professional partnership with you, through which I can offer you my expert Financial Advice and Intermediary Service. My objective is to guide you through your financial journey and to add considerable value to you and your company’s financial wellness. “You have to learn the rules of the game. And then you have to play better than anyone else.” – Albert Einstein In this ever changing market, you constantly need to keep ahead of the pack, as it’s imperative to set the bar higher than your competition. It has always been my belief that knowledge is power and that only by selecting the correct guide can you achieve your true financial potential.
My core foundation and purpose is Creating lifelong relationships based on mutual trust and best advice. My objective is to guide you to financial success by protecting you and your family, your business and employees from expected and unexpected life events. I strive to add value, not only to your financial portfolio, but in every aspect of your journey towards financial freedom. My journey towards Business Excellence I joined the financial services industry in 1983 as an agent for Prudential and moved with them to Liberty Life. In over 20 years of service as a Liberty Life agent, 19 of which I was consecutively in the Top 50 consultants out of a national 6 500 members, also achieving Top 25 status. For 10 years during this period I served as a Manager, I also achieved my ILPA qualification. Identifying a need to provide my clients with a choice of services, I became a broker and achieved Platinum Broker status with Discovery Life for 5 years and ultimately achieving Discovery’s highest award as a Discovery Premier Platinum Broker.
My continuous journey of Self Development I obtained my ILPA in 1999. This qualification, the Institute of Life and Pension Advisers qualifying examination, is now referred to as a CFP. In support of my belief that knowledge is power, I continue to keep up to date with the latest changes in legislation, taxation, products, practices and industry news, so that I can provide the best personalised financial solutions and advice to my clients.