Time, effort, and attitude are the ingredients that will determine who and what you become – a philosophy that has guided me throughout my career. After earning my degree in 1990, I gained experience across the financial services industry before starting JWR in 2003 with a simple goal: to provide independent advice that truly makes a difference. I believe financial planning is about more than just the numbers – it’s about building lasting relationships and guiding clients towards financial security and peace of mind.

I’ve always had a deep appreciation for investments and the role they play in shaping financial futures. My career started at Sanlam in 2005, and in 2007, I joined JWR Financial Services, where I focus on Investment Planning and Risk Management. Completing my CFP® as a top achiever was a big milestone, but what truly matters is applying that knowledge in a way that makes a real difference in my clients’ lives. Outside work, you’ll find me out for a run or behind the braai, enjoying good company.

I’ve been in the financial services industry since 2013, starting my career as a representative at Absa Bank before taking on the role of technical analyst at Attooh Financial Services. After relocating to Cape Town, I joined JWR Financial Services, where I now serve as a Certified Financial Planner and Director. Inspired by my father and grandfather, both lawyers, I discovered my true passion for working with people. For me, trust isn’t just a word - it’s the foundation of meaningful relationships. Beyond my work, I enjoy exploring spending time with my family and sharing sports and a braai with friends.

I started my career in accounting, earning my BCom and Honours degrees at the University of Pretoria before completing my articles at EY. After that, I had the opportunity to work in the firm’s Orlando, USA office before transitioning into wealth management. For ten years, I worked as a financial planner at Citadel before joining JWR in 2009. Today, my focus is on pure investment planning. Outside of work, I enjoy hiking, traveling, and spending time by the ocean. I also write JWR’s weekly financial blog, sharing insights to help clients navigate the markets.

My journey into financial planning started with curiosity - what started as a personal pursuit to financial freedom evolved into a genuine passion for helping others navigate their own financial journey. As a financial planner, I enjoy working with young professionals and small business owners. For me, building a collaborative relationship with my clients is the key to a successful long-term partnership. Behind the scenes at JWR, I also oversee operations and marketing. Things that make me happy: time with friends and family, escaping to places with no wifi, a good cup of coffee, a great glass of wine, seeing people gain confidence in their financial future.

My 30-year career in financial services covered diverse roles in various specialist areas. In this next chapter of life, the focus is on partnering with clients to support their financial wellness goals. This is fulfilling a dream of work with deeper meaning, purpose and connectedness with a particular passion to guide women on their journey to financial independence. I am committed and excited to provide a differentiated service offering supported by a deep and broad set of qualifications, skills and experience. Through the JWR Group platform, I strive to have a meaningful impact in the lives of clients.