Ruwaldo started his Financial Planning career in 2013, with a focused holistic financial planning approach for an elite group of professionals, business owners and their families. He aims to simplify the understanding and management of his clients’ financial needs so they can spend their time on the things that matters most.

With a Postgraduate Diploma in Financial Planning and a bachelor’s degree in Investment Planning & Banking, Ruwaldo is well equipped to help you achieve your financial goals and independence.

His Financial Planning Process and expertise includes Estate Planning, Personal & Business Risk Insurance, Investment and Retirement Planning, Personal Lines & Commercial Lines Short-term Insurance and Family Legacy Planning.