Belinda Anderson, CFP®
Wealth Manager
CFP ®
BCom (Investments and Economics)
Post graduate Diploma in Financial Planning (PGDip Financial Planning)
Certified Financial Planner ®
I am driven by curiosity and the strong ability to connect with others.
What I love most about my job
I thrive on building lasting relationships with clients, evolving alongside them as their lives change. For me, financial planning is about more than just managing money – it’s about uncovering opportunities and closing gaps, so that people can focus on what truly matters to them and get the best return on their life.
Specialist areas of expertise, both locally & offshore
Pre-and Post-Retirement Planning
Traditional and Alternative Investments
Estate Planning
Meet with us
If you’d like to set up an introductory meeting, please get in touch with us.