I am a Financial Adviser specialising in Investments. Originally from South Africa, I met my Kiwi husband in London during my OE and we decided to make New Zealand home 25 years ago. After working in administrative roles in the financial services industry for 11 years, I decided that the timing is right for me to move into advising. I completed my Level 5 V1 Core and Investment Strands in 2017 and have been using the knowledge, skill, and experience that I have gained over the years to develop, implement and maintain efficient and effective processes to ensure that we offer our clients the highest level of service.
The areas where I can help are KiwiSaver, managed funds, and retirement planning. My thorough understanding of investment advice can help clients navigate the important decisions that can have such a significant impact on the quality of their future financial stability. I am passionate about providing our clients with sound advice at the key stages of their financial journey, particularly around KiwiSaver and retirement planning.
My husband, Glen, and I love going on family trips and organise at least one adventure each year. We have thoroughly enjoyed exploring much of what this beautiful country has to offer, as well as trips to visit family and friends in South Africa. With our 3 children growing up and leaving home to study, we are making the most of discovering the joys of the emptying nest!