The category in which we were nominated was the Professional Excellence award and I feel our business is geared towards providing tailored, holistic wealth management advice and solutions for high-net-worth individuals, entities & trusts.
We are a leading, owner-managed, independent and proudly South African financial services provider. We are committed to delivering world-class service by blending modern business philosophies with old-fashioned integrity in order to create sustainable growth for our clients and stakeholders alike.
The spirit with which the company was originally founded 40 years ago has grown from strength to strength as we have provided the support and advice our clients need to ignite their passions and achieve their aspirations now into the future.
I believe I should be considered for this award because my career in the financial services industry has been dedicated not only to achieving excellence, but to upholding the highest ethical standards and creating meaningful impact for clients, colleagues, and the community.
In advisory services, trust and integrity are everything. I have built my career on these foundations, ensuring that every decision I make puts clients first and reflects the values of responsibility, transparency, and fairness.
Beyond professional results, our business believes in giving back to the broader community by mentoring young professionals in finance through the ASISA academy. We offer employment to previously disadvantaged but worthy candidates who wish to start careers in financial services and help them start this process the right way.
Vision: I want to be able to add value to my family, colleagues and clients. I believe we do this through hard work and dedication to my profession but also having fun doing it.
Our business needs to continue its journey by growing into the best financial services company in SA. We do this through keeping to our principles and expanding our business through attracting young talent and keeping them.
I love South Africa, I love living here and want to help create something for our children to be proud of and want to remain here into the future