ABOUT US
Our Mission
We are aware that financial freedom means different things to different people and part of our process is to determine together
with you what your financially free life would look like – when we have that picture we can start working together to create it.
Once the plan is in place a tremendous feeling of confidence and personal power follows.
How did it all start?
I started my career in financial services at Allan Gray in 1991. My interest in the world of financial planning was sparked when in 1998 they launched their first Unit Trust and appointed me to be part of a very small team managing the call center. Knowledge was key and after various financial courses, I embarked on a Post Graduate Diploma in Financial Planning which I completed in 2010 through the University of the Orange Free State.
Why financial planning?
It was my role at Allan Gray as a consultant to Independent Financial Advisors which exposed me to so many inspiring people and drew me to the role they played in helping their clients to become financially free.
I had the privilege of meeting with some of their clients personally and welcomed their stories about their financial journey. What I noticed very early on was the common thread that bound these clients – that no matter where in life they were, or how little or how much money they had, working with their financial planner always gave them courage, a sense of direction, and excitement which comes with having a manageable financial plan in place.
That is when I decided that I wanted to become part of that community – a community where I too could make a difference in someone’s life, which often extends to assisting their families and friends.
The birth of Active Financial Planning
After 27 years in financial services, I have come to the realization that financial planning is not only about the brand, mission, or vision, but more about trust, solid relationships, knowledge, personalized service, and delivering on promises. I have built good long-standing and trustworthy relationships with many product providers and colleagues and together we can guide you toward a safe place in your financial life.
