One of the critical things you have to look for in a financial advisor is experience. Malcolm Gladwell says you need to spend 10 000 hours working on something before you become an expert at it. With double that time and more under my belt, I am passionate about passing the benefits of my experience onto my clients.
I moved to South Africa three and a half years ago. My wife, who is South African, and I made the decision as we believe that South Africa provides our children and ourselves with a wonderful quality of life. We are delighted with our move and are proud to say that South Africa is our home.
I am a Financial Advisor at the Hereford Group. Here I work closely with businesses and professional clients on their financial plans where I use my knowledge of tax and investment strategies, securities, insurance, pension plans and properties to tailor-make ideal solutions for each client.
At Sanlam, I promoted Sanlam as a provider of technical financial products and investment solutions. I was responsible for training Financial Advisors on all of Sanlam’s financial products, ensuring that these were correctly represented in the marketplace.
I managed the operational relationships Barclays Wealth had with over 40 Fund Management Groups.
Here I worked with clients helping them explore their present and future financial needs, while offering advice on the whole market of financial products and services available.