Business Description:
I am a Certified Financial Planner. I have been a broker for over 26 years, I worked at Liberty life for 10 years and I have been at Discovery for over 16 years.
I assist individuals and businesses with their financial planning needs. I can help with risk cover (life/disability/severe illness/income protection/global educator), local and offshore investments, personal lines short term insurance for building/motor/content/portable possessions, Discovery health and vitality, opening of Discovery bank accounts, group risk schemes and provident funds for companies, business insurance needs for example contingent liability, key man and partnership insurance and Discovery gap cover. I can assist with retirement planning, risk planning, wealth planning and estate planning.
I believe in treating each client like they are family, and I always give my clients best advice and always keeping their best interests at heart. I believe the one thing setting me apart from other brokers is my service.