| EMAIL: | |
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| CONTACT NUMBER: | 0727953604 / 0123478240 |
| ADDRESS: | Castle Walk Corporate Park Block E Cnr Nossob & Swakop Street (Entrance in Kuiseb Street) Erasmuskloof Pretoria |
| WEBSITE: | https://www.bwm.co.za/ VISIT WEBSITE |
I have been working as a Certified Financial Planner at Brenthurst Wealth since 2015, helping clients achieve their financial goals and secure their future.
My core competencies include financial planning, portfolio management, and financial advisory. I am passionate about educating and assisting clients on various aspects of financial planning, such as pre- and post-retirement planning, investment strategy, risk management, and estate planning. I am also a technical person with good analytical skills with a keen interest in portfolio construction and optimization.
I hold a Bachelor of Commerce in Investment Management, a Bachelor of Commerce (Hons.) in Financial Management Services, and a Postgraduate Diploma in Financial Planning. I am also a member of the Financial Planning Institute South Africa, registered as a Certified Financial Planner.
Brenthurst Wealth is a leading independent wealth management company in South Africa, offering comprehensive and personalized financial solutions to a diverse range of clients. Founded with a commitment to excellence and integrity, Brenthurst Wealth offers a comprehensive range of services, including investment management, retirement planning, tax planning, estate planning, and offshore investment strategies. The firm is renowned for its client-centric approach, professional expertise, and commitment to helping clients achieve their financial goals. With a team of highly qualified financial advisors and a strong track record, Brenthurst Wealth Management continues to be a trusted partner for individuals and families seeking to secure and grow their wealth.
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