Wealth Management
Insurance in Cape Town

We spend from month to month with no provision for emergency money or money when we retire or provision for our families when we are no longer around to provide for them.
More so in the past, a lot of people weren’t privileged to financial advisers or they just were not told about financial planning, thus the reason they have ended up where they are today, so for me it is important to help as many people as possible and get them to refer me to their friends, families and colleagues, this way if they decide not to look into their financial affairs, they hav. The problem comes in where we start saving too late or don’t start at all to save….
If we can help enough people to make a change in their financial planning we believe they will share this with their children so they will help their children when they become adults to plan for a better future, this way we will start to change a generation for the better, so that we don’t send people and families back into the cycle of poverty.

My passion in the financial industry is to help as many people possible. We spend from month to month with no provision for emergency money or money when we retire or provision for our families when we are no longer around to provide for them. If we can help enough people to make a change in their financial planning we believe they will share this with their children so they will help their children when they become adults to plan for a better future, this way we will start to change a generation for the better, so that we don’t send people and families back into the cycle of poverty. More so in the past, a lot of people weren’t privileged to financial advisers or they just were not told about financial planning, thus the reason they have ended up where they are today, so for me it is important to help as many people as possible and get them to refer me to their friends, families and colleagues, this way if they decide not to look into their financial affairs, they have at least made an informed decision as they had all information on hand. Welcome to Wealth Management, your specialist in Personal and Business Insurance, Investments, Medical Aids and much more! We provide quality Investment options, just take a look at our Investment products, or just give us a call or a mail! We find only the best Medical Aid products for you, just take a look at our Medical Aid page for more information! Without Medical Gap Cover you are personally liable for any payment shortfall that your medical scheme doesn’t cover As a medical scheme member, you would probably expect your full costs to be covered if you are ever hospitalised. Taking the time to setup a last will and testament FORCES us to think about our own mortality and in doing so we tend to put it off. You place your money with an asset manager and you have the ability to choose the underlying funds or assets into which that money is invested. There is no doubt that motherhood brings with it stress, sacrifice but also absolute joy! A mother’s role, whether single or married, is not just about emotional support. The Liberty hospital plan is only one of many products offered by Liberty Life. Liberty Life pride itself on providing a host of services and products aiming at helping people to plan their lives and their financial circumstances properly. When one thinks of critical illness or permanent disability, the age group that this would traditionally affect would be an older age group of 50 years and older. However, recent statistics show that this has changed drastically, which means that brokers and advisers will have to shift their focus.