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 started my career at Investec in the Masters Graduate Programme. I quickly acquired extensive knowledge in the banking and finance industry and was promoted to Senior Private Banker managing a client base of approximately 400 clients. My 5 years at Investec presented numerous opportunities for growth, culminating in multiple top performer accolades across a variety of different roles. I realised that I needed to learn more about the industry and gain a holistic view of the finance industry. I started working at the largest Section 12J company in South Africa. Here, I learnt a lot about Section 12J regulations as well as helping clients to create and preserve wealth through investments in private equity, listed equity, property, and credit. I joined AlphaWealth to pursue my passion in helping clients reach their financial goals. I look forward to growing within the AlphaWealth family and building a prosperous career.