Morne has 23 years’ experience in the financial services industry. As a certified Financial Planner, he develops partnerships with his clients by really getting to know and understand them in order to identify their priorities and develop the most appropriate solution to meet their retirement goals. Morne specialises in retirement planning and places a high emphasis on delivering an exceptional service with the assistance of a highly trained support team.
He entered the industry as a Financial Planner at the age of 24. He first joined Private Wealth Management in 2000 where he spent four years before moving to Provideo. He returned to Private Wealth Management in 2009 and was the PWM Financial Planner of the Year on five occasions.
Morne is a family man at heart and is passionate about improving the lives of those less privileged.
He has always been a hard worker and believes you reap the benefits of hard work, which aligns well with financial planning. His retirement goal is to write fiction.