How I can help you

• 26 years in personal finance advice and planning • Help clients protect income, assets and families with short term cover • Turn complex products into clear, simple choices • Strong record of repeat clients and long‑term relationships

People I am looking for

• Individuals and families needing clear financial plans • Small business owners wanting risk and asset protection • Clients who prefer simple online contact and updates • People open to ongoing reviews, not once‑off advice

Experience & Cases

• Reached over 1 million rand in short term premiums under care • Consistent year‑on‑year policy growth and client retention • Served clients through Old Mutual AFD and related channels • Helped many clients claim successfully when they needed it most

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About myself

Experienced financial professional with 26 years in financial planning, short‑term insurance and investment solutions. Proven track record partnering with financial institutions and organisations to design, advise on and implement effective client‑centric strategies.

Job Description

Seeking a sales or sales‑related position within financial services, where I can apply deep industry knowledge, relationship‑building skills and consultative selling to grow portfolios, support clients’ financial goals and contribute to sustainable business growth.

How to contact