But hereβs the thing: I realized I could only help them in theory, not in practice. So, I decided to switch gears and dive into Financial Advisoryβa role that allows me to tackle real-world financial goals and risks head-on. Itβs been an incredible journey, combining my love for problem-solving with helping people achieve their dreams.
This passion led me to create Health and Wealth, a brand that embraces the idea that a balanced life starts with physical health and financial wellness. Through this platform, I merge my enthusiasm for trail running, hiking, and fitness with practical financial advice to inspire others to chase their goalsβbecause…
How I can assist

Personal Financial Planning

Investments and Retirement Planning

Estate Planning
Financial Needs Analysis
Together, weβll identify your financial goals, assess potential risks, and create tailored solutions to help you achieve financial peace of mind.
Retirement Planning
Letβs ensure your retirement is stress-free by building a strategy that maximizes your savings, minimizes unnecessary fees, and secures your future.
Investment Advice
Plan for your short- and medium-term goalsβwhether itβs a new car, a dream vacation, or your childβs education. Iβll help you beat inflation while maintaining access to your funds in case of emergencies.
Tax Efficiency
Optimize your portfolio with tools like Retirement Annuities, Tax-Free Savings Accounts, and Unit Trusts to maximize your tax benefits while building wealth.
Estate Planning and Wills
Ensure your loved ones are cared for by creating a solid will and exploring trusts to protect and distribute your assets in a tax-efficient manner.
Medical Aid and Gap Cover
Protect yourself and your family with comprehensive medical aid and gap cover, ensuring you receive the best care without unexpected financial strain.
Short Term Insurance
Think youβre overpaying for insurance? Let me help you find a more competitive quote with the same level of coverage, saving you money without compromising protection.
Employee Benefits / Pension Funds
Iβll guide you in understanding how your company benefits fit into your financial portfolio. I also assist businesses in setting up employee benefit programs that attract and retain talent.
Business Assurance
Secure your business with solutions like Key Man Insurance, Buy-and-Sell Agreements, and Preferred Compensation strategies to manage risks effectively.
Home Loans
Whether youβre purchasing a new home or looking to reduce your interest rate, Iβll help you secure the best possible loan tailored to your needs.
Get involved
Stay in the loop by following us on Facebook and Instagram, where we share updates, tips, and event highlights. Donβt forget to check out our events calendar for upcoming runs, hikes, and fitness gatheringsβwe canβt wait to see you there!