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.
Many South Africans now hold assets outside the country — from overseas property and offshore investments to foreign bank accounts. While this is a smart way to grow and protect…
In many South African homes, the aroma of cinnamon and warm milk signals that a milk tart is being prepared in the kitchen. We've combined this classic treat with another…
South Africa’s financial landscape has shifted for non-residents seeking to transfer local earnings abroad. With recent updates from the South African Reserve Bank (SARB), individuals receiving dividends, trust distributions, rental…