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 am a graduate of the University of Cape Town’s Business Science program, specialising in Finance and Accounting.
Additionally, I have passed all three exams of the CFA Program on my first attempt and may be awarded the charter upon
completion of the required work experience. Currently I am a paraplanner at AlphaWealth. My role seeks to support
the Family Office Wealth Managers. Prior to this, I worked aboard private super yachts which gave me my first exposure to the service level required by UHNW individuals. During this time I was able to strengthen my communication skills by leading a team of people from very different cultural backgrounds and I learned the importance of collaborating in high-pressure environments. I have a particular interest in Behavioural Finance and client relationship building. I strive to make a difference with the life I lead and the investments I make. I look forward to a wider adoption of ESG principles in investing. Beyond my career, I find importance in serving my community. I continually strive to promote the ideology of volunteering through motivation and inclusion of my peers.