Ben has been in the financial planning industry since 2014. After graduating from Stellenbosch University, he started his career at Old Mutual PFA, before moving to Private Wealth Management in 2019.
He follows a lifestyle financial planning process, focusing keenly on his clients’ needs and goals, to match them with an appropriate investment strategy. This holistic process covers all aspects of their finances and estate planning requirements.
He holds a BCom in Financial Planning, an Advanced Post-Graduate Diploma in Investment Planning and is a Certified Financial Planner.