David has more than 18 years’ experience in the financial services industry as a financial planner, working predominantly in the Eastern Cape. He believes that financial planning is an opportunity to create a financial blueprint for each of his clients, which reflects what they value most in life as well as their goals, dreams and passions. David fulfils his own passion by helping them to successfully retire and navigate this exciting phase of their life’s journey. Through his open, calm and empathetic manner, he forms enduring relationships with all his clients.
David obtained his Post Graduate Diploma in Financial Planning from the University of the Free State in 2004 and joined Private Wealth Management in 2016.
He is married to Linda and they have two children. David enjoys the outdoors, mountain biking, fishing and shares a passion for gardening with his wife where they grow orchids and clivia.