1. • I am currently studying towards becoming a CERTIFIED
• More than ten years of experience in the financial services
industry, including six successful years in Investment
• Prior to joining Private Wealth Management in February
2016, I have been providing investment advice to a
number of institutional clients
BCom Economics and Statistics
MY EXPERIENCE & BACKGROUND:
AT PRIVATE WEALTH MANAGEMENT,
WE PUT YOU FIRST
At Private Wealth Management, the focus is on you and your
unique financial goals. We have built our business around your
needs and partner with you to create a financial plan for your
future. For over 15 years, we have provided trusted advice
and wealth management solutions to individuals, families and
institutions. Today, we manage over R14.7 billion on behalf of
Our strategic partnership with Old Mutual Wealth is aligned to
our philosophy of helping you achieve lasting financial wellbeing.
Through the Old Mutual Wealth Integrated Wealth Planning
framework we ensure that your financial needs are integral to
everything we do.
This partnership has also broadened our access to specialist skills
and services, enhancing our already robust service offering.
PLANNING WITH YOUR LIFESTYLE IN
Wealth means having the time to enjoy the moments that make life
meaningful. Our integrated approach ensures that you receive a
comprehensive set of wealth management solutions. Whether your
goal is to grow your wealth, generate income or preserve capital,
we understand your needs and empower you to make the right
We take time to understand what is important to you and what
you want to achieve.
Once we have a clear understanding of what your desired lifestyle
and goals are, we can identify the level of investment return that is
required based on your current financial circumstances.
Your required investment return will determine the asset allocation
of your investment strategy. This will lead to a conversation about
the risk that you need to take to realise your goals. We look at risk
holistically in the context of your lifestyle goals and circumstances.
OUR LIFESTYLE APPROACH TO
2. INTEGRATING SPECIALIST SERVICES
To maintain and grow your wealth, you need the right guidance and plan – one that is tailored to you. That’s why Old Mutual has brought
together the expertise of a number of specialists in one business. Through our partnership with Old Mutual Wealth we can offer you access to
our wealth management solutions as well as specialist capabilities, including:
PARTNERING WITH YOU
My role is to help you create and implement your financial plan through our advice framework which is designed to assist you in making the
right financial decisions to achieve your desired lifestyle goals and objectives over time.
Life is not static and nor is your financial plan. It has to be reviewed regularly as you move through various stages of your life. Our planning
session is therefore only the start of a long-term journey and relationship based on mutual trust. If you are looking for a partner to help you
create, manage or protect your wealth, I would love to assist and guide you on your journey.
Contact me to find out how I can help you live the life you want:
SPECIALIST LEGAL ADVICE
Access to specialist legal advice ensures that we keep abreast of regulatory and legislative changes and the impact that
these might have on the financial planning of a client.
INTEGRATED WEALTH PLANNING
Integrated Wealth Planning forms the framework of our advice philosophy. We believe that all aspects of financial planning
should be in one plan. Our access to specialised financial planning tools makes integrated planning possible.
PRIVATE CLIENT SECURITIES
Our access to this resource provides us with the opportunity for personalised investment management, for example, of share
portfolios for high net worth clients.
Through our partnership with Old Mutual Wealth Fiduciary, we have access to trust formation and administration capabilities
so that you can have peace of mind that the execution of your will and other related affairs will be taken care of when you
are no longer around.
SPECIALIST INVESTMENT SKILLS
This investment capability consists of a single and multi-manager capability. Ongoing monitoring and active management
help to provide investment solutions that achieve your targeted return.
THE INVESTMENT TEAM
The Investment team is responsible for the effective implementation of every investment strategy by using a robust asset
management methodology and thoroughly-researched manager selection.
Old Mutual Private Wealth Management is a division of the Old Mutual Life Assurance Company (South Africa) Limited, and is also a juristic representative of Acsis Licence Group (Pty) Ltd.
Both companies are authorised Financial Services Providers.
Tel: 021 555 9316
Cell: 074 575 2791