Craig has 14 years’ experience in the financial services industry. He sees financial planning as an opportunity for his clients to enjoy the lifestyle and rewards that come with making wise financial decisions. His goal is to focus on each client’s long-term financial planning journey, helping each client to see the big picture when it comes to their financial affairs. Where necessary, Craig draws on specialists to supplement his expertise and advice and leverages off his legal background to ensure that no detail is overlooked during the financial planning process. He is a self-confessed ‘straight shooter’ believing that an approach that does not clearly, but tactfully, help his clients to understand their full financial picture, does them a disservice.
He started his career as a practicing attorney for four years before joining Private Wealth Management in late 2006 as a financial planner.
Craig has a BProc, LLB from the University of Natal, a Postgraduate Diploma in Financial Planning (Cum Laude), and is a CFP® Professional
His outside interests keep him grounded – he is passionate about music and his dream is to publish an album. He serves as a trustee on a charitable trust as a way to give back to the community and keeps fit with through regular gym sessions, running and spending time with his family in their large garden.