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About MC

I am a dedicated CERTIFIED FINANCIAL PLANNER® professional registered with the FSCA and Key Individual at Stepp. My journey in the financial realm spans a rich tapestry of qualifications and experience that I’m honored to bring to the table.

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My Story

My educational background includes a degree in B.Comm Financial Management, accompanied by a Postgraduate Certificate in Advanced Taxation. Additionally, I’ve obtained designations as a Professional Accountant (SA) and a Professional Tax Specialist (SA), credentials that underpin my commitment to excellence in financial advisory services.

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My commitment to providing comprehensive financial guidance extends beyond my titles and accolades. As a member of the Financial Planning Institute of South Africa , I’m deeply vested in ensuring my clients receive not only expert advice but a personalized approach that aligns with their unique financial goals.

My Expertise

Areas of in-depth knowledge, experience and value add

1

Personal Financial Planning

  • Risk

  • Investments

  • Life & Disability Insurance

  • Short Term Insurance 

  • Healthcare Consulting

  • Estate planning

  • Provident, Pension & Retirement Annuity Funds

  • Personal Tax Advice

2

Business Financial Planning

  • Corporate Advice

  • Structuring of Businesses 

  • Corporate Tax Advise

  • Shareholders- and Buy-&-Sell Agreements

  • Keyperson Policies

  • Company & Trust Set Up

  • Amendments to Founding Statements & Resolutions

3

Accounting & Tax

  • Tax Advice

    • Income Tax 

    • Capital Gains Tax

    • Estate Duties

  • Retirement Tax Planning​

  • Financial Statements

  • Independent Reviews

  • VAT & Management Accounts

  • Registrations & Annual Returns

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