About Me
I deliver a range of wealth management solutions to individuals, families, and businesses that aid in developing sound financial plans that best meet your goals and financial life needs.
My Background
I was born in Sweden but my parents migrated to South Africa for Work and chose to stay back. Years later, I went to school in the US and there I became a Financial Adviser. With over 15 years in the trade, I chose to relocate back to South Africa just to be close to my aging parents.
Work
As your financial adviser, I have an obligation to act in your interest only; my recommendations are for your benefit.
My clients include families, business owners, and entrepreneurs. I am proud to serve multiple generations of families to whom I provide holistic wealth management services.
I enjoy spending time with my child, yoga, traveling, literature and film, and I'm a bit of a foodie.
Life Transitions
Unexpected financial changes due to divorce or death of a loved one can create a block in your life, preventing you from moving forward.
Life changes require meaningful conversations and thoughtful actions to help you plan for the new normal in your life.
Unexpected wealth requires a carefully planned strategy to ensure the assets are allocated to meet your current goals and invested for your long term objectives.
I act as your thinking partner and your guide to help prepare you to take action. As you progress through each step, I will guide you in all aspects that affect your financial life and your new life.
