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.
Budget 2026 brings several inflation-related threshold increases and one important policy change. Most updates are routine adjustments for economic changes, but a new rule will affect tax planning for South…
For South Africans living abroad, the taste of home can be a powerful thing. It might be the sound of Boerewors crackling on the Braai or the sticky sweetness of…
Many South Africans who have settled overseas for good want to tidy up their finances and move their South African retirement funds offshore. But the introduction of the two-pot retirement…