I am an authorised Financial Services Provider, Registered Tax Practitioner and Fiduciary Practitioner. I have worked in the corporate world for many years training teams of staff to understand more about the financial world, it’s benefits, downfalls and how to navigate it all so that it makes financial sense.

Financial security is important to everyone. Understanding the nature of our assets, how they can be inherited, the cost of death in terms of estate duty, liquidity and things like Capital Gains Tax are all very important and can be stressful to determine, understand and plan for effectively. We all want peace of mind to know that our families will be cared for when we pass away, without leaving a trail of debt or poorly planned asset disposal for them to inherit.

It’s my job to remove fear from the equation and restore security and understanding through proper financial planning, tax consulting and through estate planning (wills and trusts). I offer a personalised service with complete confidentiality.

Don’t put off till tomorrow what you could sort out today. Don’t be afraid to ask for help.