Ben has more than six years’ experience in the financial services industry. He provides holistic planning advice to his clients and takes a keen interest in all aspects of their portfolios, with a focus on investment planning, both local and offshore, retirement and estate planning and employee benefits.
He joined Old Mutual Personal Financial Advice in April 2014 after graduating and moved to Private Wealth Management in June 2019.
Ben has a BCom in Financial Planning from the University of Stellenbosch and a Postgraduate Diploma in Financial Planning. He has passed the CFP board exam and has an Advanced Postgraduate Diploma in Investment Management from the University of the Free State.