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.
For years, many South African taxpayers believed that overseas property sat quietly outside the scope of the South African Revenue Service (SARS). A holiday home in Portugal. An investment apartment…
For many South Africans, no matter where in the world they find themselves, certain flavours instantly transport them back home. The sizzle of a braai, the scent of biltong, and…
Making the decision to relocate to Australia is thrilling, but let’s be real: it is also one of the most significant financial moves you will ever make. Between visa applications,…