ADVISOR PROFILE
ADVISOR PROFILE
Advisor Profile
Corporate
Treasury Management
Pre- & Post-
Retirement Planning
Traditional & Alternative
Investment Management
Estate &
Legacy Planning
Business
Assurance Planning
When needed, I connect my clients to various internal specialists within AlphaWealth as well as within external professional partners, locally and abroad, that I have worked with over many years. These areas include:
Tax
Legal, Fiduciary, and Estate Administration
Specialist Lending
Private Equity
Global Citizenship
I have been in the financial services industry for the past 8 years. I started my career as part of the Allan Gray Graduate Programme and from there moved to Investec Asset Management. It was during my time here that my passion for financial planning and literacy developed. Guiding my clients through the financial planning process and seeing them succeed has been incredibly rewarding.
If you’d like to set up an introductory meeting, please get in touch with us.
+27 11 707 1340
+27 11 706 9711
Alpha House,
Ballywoods Office Park,
33 Ballyclare Drive,
Bryanston
+27 21 683 1354
+27 21 683 1396
25 Protea Road, 2nd Floor,
The Terraces,
Claremont,
7708
+27 31 835 0400
+27 31 566 1310
Umhlanga Arch,
1 Ncondo Place,
Umhlanga Ridge,
4320
+230 404 8015
4th Floor, Ebene Skies,
Rue de l’Institut,
Ebene,
80817,
Mauritius