I've been here since 2018 after graduating with a Bachelor of Accountancy. I love numbers and working with clients to structure solutions that are tailor-made to each individual client. This has formed the basis of my planning process which has enabled me to achieve my MDRT ( Million Dollar Round Table) as well as other achievements during my career. Throughout my 4 years here I have helped over 100 clients and my aim is to reach out to more lives each year!
I believe in detailed planning that addresses all of your needs and stage of life. Being a Chartered Financial Consultant (CHFC) as well, I am confident in assuring you that I am able to achieve this for you. It brings me great joy as well as fulfilment doing what I do and I'm always appreciative of any opportunity that comes my way in serving you!