I entered the financial services industry in 1997 after starting my career in the mechanical engineering field some years earlier. I believe that to be on top of your game it is necessary to continuously upskill yourself and keep up with technology and current trends.
My stint in the engineering field most certainly helped me to get a deeper understanding of figures and honed my analytical skills.
The best reward that I can receive is when clients thank me for making a difference in their lives. I am client focused and endeavour to plan around the needs of each client. In order to provide optimal service I commit to partner with only 100 clients in support of WealthUp’s client servicing policy. I can proudly say that many of my clients have been relying on my advice and guidance for more than a decade.
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