Suzette has more than 18 years’ experience in the financial services industry. As a financial planner, she assists her clients with holistic retirement planning with a focus on risk planning and local and offshore investing. She is currently accredited with several investment and risk companies as she believes that her clients should have a choice for their investment and risk business. She also offers group risk cover and group investments and is especially interested in offshore investing.
She holds a Masters degree from the University of Pretoria. Suzette has also completed her PhD examination in Sociology (Medical Sociology, Theory and Methodology). She has a Certificate of Proficiency from the Insurance Institute of South Africa as well as certificates in long- and short-term financial planning from ISSA and Damelin.
Suzette joined Private Wealth Management in September 2002 after a career as a lecturer at the University of South Africa. Although she makes use of the analysis tools that Private Wealth Management offers, she favours a client centric approach.