I help clients navigate the complexities of tax emigration, foreign exchange, and retirement annuity surrenders. Backed by over a decade of experience and a Certified Financial Planner (CFP) designation, I also hold an Honours BCom from the University of Stellenbosch. In 2024, I co-hosted a financial planning webinar on the international transfer of money from South Africa.
I believe financial guidance should be clear and accessible – no jargon, just practical solutions.
By actively listening to each client’s unique circumstances, I tailor strategies that empower them to make informed decisions.
Let’s work together to turn financial uncertainty into confidence and peace of mind.
Over the past seven years, more than 50,000 South Africans have taken formal steps to cease tax residency in South Africa, according to the latest data from the South African…
For South Africans exploring international work opportunities, the H-2A visa offers a legal path to farm work in the USA, specifically for those looking to get into the agricultural sector.…
Many people are unaware of the immense influence South Africans in America have had across a wide spectrum of key industries. Many of them initially came for various reasons but…