Petro has 23 years’ experience in the financial services industry and is deeply committed to providing financial advice to her clients, especially those who need a financial plan to deal with life-changing events, such as retirement, the loss of a loved one or a divorce. Her focus areas are estate and retirement planning, investments and employee benefits.

She started her working career in the banking world in 1997, leaving to start her own business in 2002 where she consulted to mining companies on financial system and database design. In 2014, she pivoted careers to focus on financial planning, joining Old Mutual at a general practice called Visser, Gryzenhout and Associates in 2016. The practice placed third and second in the 2016 and 2018 Old Mutual Practice of the Year respectively. In early 2020, their practice joined Private Wealth Management.

Petro completed a BCom (Economics with Money and Banking) cum laude at the North-West University and BCom Hons (Economics) from UNISA. She also has a Post Graduate Diploma in Financial Planning and is a certified financial planner.

She enjoys spending time in nature, camping, hiking and cycling.

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Publications

We Are Spending Our Kids’ Inheritance