Get To Know Me

I have been married for 15 years to my wonderful wife, Ilze, and we have two children. We currently live on the West Coast, where I enjoy the lifestyle that nature and the ocean have to offer. Balancing my career and lifestyle can be challenging at times, but I consider it a privilege to have this dilemma.

I will have 13 years of experience in the financial services industry in July 2026. After graduating from university, I spent two years travelling in the United States, an experience that broadened my perspective both personally and professionally. A major career highlight was achieving my Certified Financial Planner® (CFP®) designation in 2018, only five years after starting my career in financial services.

I strive to always place myself in my clients’ shoes and view their financial circumstances from their perspective. I have deep compassion for how clients feel about their finances and the impact this has on their outlook on life, which drives me to provide thoughtful, empathetic, and practical advice.

How I Help My Clients

  • Risk planning
  • Investment planning

Areas of Expertise

  • Estate planning
  • Business insurance
  • Retirement planning

Qualifications

  • BA (Hons) Sport Science
  • Postgraduate Diploma in Financial Planning
  • Advanced Postgraduate Diploma in Financial Planning

Awards & Recognitions

  • International Quality Award (IQA)
  • Sanlam Bronze Eagle Award

Things I Like To Do

I enjoy international travel, camping, and watching sports, as well as spending quality time with my family and reading printed newspapers. I am also involved in the West Coast Chamber of Commerce and value staying connected within the local business community.

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