IISA Proficiency in Insurance Diploma
RE1 Accreditation
She is a Financial Planner with 25 years of hands-on experience in helping clients to create secure financial futures.
She specialises in strategic financial planning and needs analysis for clients to address needs such as:
– Retirement Planning
– Wealth Creation and Wealth Protection
– Personal and Business Risk Insurance that is ideally and innovatively structured
– Planning for Medical wellness and security
She strives to create financial wealth for all her clients through sound investment advice and the utilisation of innovative insurance, investment and other financial products.
Her primary focus is to provide market leading service to all her clients with an emphasis on building long term, mutually beneficial relationships.