Caroline Koch
Paraplanner
Bachelor of Business Science specialising in Finance with Accounting, UCT.
I am constantly engaging with the markets to provide quality service and performance to clients, which is both empowering and rewarding.
What I love most about my job
I love building relationships with clients and being able to add long-term value to their lives through financial planning.
Specialist areas of expertise, both locally & offshore
Paraplanning
Financial Analysis
Estate & Legacy Planning
Traditional & Alternative Investment Management
Meet with us
If you’d like to set up an introductory meeting, please get in touch with us.