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.
The Oxford English Dictionary, the venerable guardian of the English language, has been quietly undergoing a South African makeover. Words that were once heard in townships, braai gatherings, and daily…
Are you emigrating and closing your business in South Africa, or moving overseas while still maintaining your business operations back home? Either way, understanding what to do with your VAT…
If you’ve packed up your life in South Africa and settled in a new country, chances are you’ve thought about what to do with the retirement annuity that you left…