ABOUT ME &
My Services
The passion for creating financial freedom & peace of mind
I have always been intrigued by the rapid changing financial industry. After completing my Bachelors of Commerce degree, in Business Management and Marketing at the University of Pretoria, I was selected to join the Discovery Financial Advisers Graduate Academy.
The stigma of joining an industry of ‘’crooks’’ was something that I taught myself to laugh off fairly quickly, but I realised that being a noble financial adviser is much more than going out and ‘’selling insurance‘’. I committed myself to ensure that I become one of the most renowned and trusted financial advisers in the industry, by providing my clients with the best service and exceptional advice.
As a Discovery specialist, I feel contented to say that I provide my clients with the most innovative and market leading financial services including:
- Short-term insurance that rewards you for driving well
- The most comprehensive Life, Disability and Severe illness cover
- The most competitively priced Investment platform in the industry
- The most distinguished Medical aid in South-Africa
- The notorious Vitality wellness programme that rewards you for taking care of your health
Discovery has become one of the most dominant financial service providers in the world, and has claimed numerous awards and prizes over the years for innovation and service. The Financial Intermediaries Association of South-Africa, has voted Discovery Life as the best long term insurer; and Discovery Health as the healthcare supplier of the year for numerous consecutive years. Discovery Life and Health has also won similar honours with the Sunday Times Top Brands Awards.
Discovery has also been named by Fortune magazine as one of the top 51 companies in an index that ranks companies across the world on the significance of their social impact. In Fortune’s inaugural Change the World list, Discovery features 17th placing ahead of established brands like IBM, Nike, Unilever, and Starbucks, Discovery is also the only insurance provider on the list.
Discovery’s nomination and ranking in Fortune's Change the World list is reflective of the impact of the company’s shared value insurance model and Vitality wellness programme. The model responds to the changing nature of insurance risk. Vitality is the largest and most credible full-scale behaviour change platform globally. It has been in existence for over 20 years and is available via Discovery’s shared value insurance model in South Africa and the UK, John Hancock in the US, AIA in Asia, Ping An in China and Generali in Europe. There are over four million people worldwide actively improving their state of health and fitness using Vitality’s proven behavioural change model, which is recognised by a growing number of international academic publications. Discovery in its partnership with Apple is also the largest spreader of Apple watches in the World.
Operating in conjunction with the greatest financial service provider in South-Africa, with an exceptional structured back-office and a dedicated Vitality and claims management team, I guarantee, hassle free claims and ensure that my clients get to enjoy the benefits of a Gold Vitality status.
If you want peace of mind with your risk or investment portfolio, or want to get an objective comparison on the financial plan you have in place, you have come to the right place.