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 loss of a loved one is hard enough without the added stress of admin and red tape. Still, if you’re a beneficiary living outside South Africa, certain steps must…
Moving abroad is exciting. New opportunities, new experiences, and the thrill of living in a different country are all part of the adventure. But for South African expats, it’s important…
Living abroad sounds like the perfect excuse to forget about the South African Revenue Service (SARS) and taxes, right? Not so fast. If you’re an expat earning or investing overseas,…