City of Cape Town, Western Cape, South Africa
I help individuals and families navigate the complexities of wealth with clarity, confidence, and purpose. With over two decades of experience in financial planning and investment strategy, I specialise in inter-generational wealth solutions that are both globally informed and deeply personal. My approach is rooted in goal-based, lifetime financial planning—ensuring that every decision supports your long-term vision. I hold a Bachelor of Business Science with Economics Honours from UCT and am a CERTIFIED FINANCIAL PLANNER®. I also hold the CAIA® designation from the Chartered Alternative Investment Analyst Association® and the Chartered Financial Analyst® (CFA) designation. My expertise spans: - Multi-jurisdictional investment planning - Tax-efficient structures - Asset allocation - Personal share portfolios (PSPs) - Foreign exchange services - Fiduciary and exchange control advice I believe that financial planning should simplify—not complicate—your life. That’s why I focus on translating complex financial concepts into clear, actionable strategies tailored to your unique goals. Whether you're building a legacy, preparing for retirement, or managing cross-border assets, I’m here to help you make informed decisions with confidence.
Centric Wealth Advisory is an award winning privately owned and managed wealth advisory business. In 2022 we were awarded the Boutique Wealth Manager of the year in the Intellidex Top Wealth Managers and Private Banks survey, and were able to retain the title in 2023. Our client-centric approach and independence affords our clients flexibility and choice. This enables us to position ourselves at the hub of a network of providers that offer trustee, fiduciary and investment management services. Our clients get the benefit of honest and unbiased advice as well as clearly defined and individually tailored investment strategies.
Provide independent holistic financial advice to individuals and businesses. Asset allocation, both locally and offshore Assist with modelling of financial plans