Paul has 10 years’ experience in the financial services industry, where he combines studies in investment management and coaching to assist clients in stewarding their family wealth. His areas of expertise include lifestyle financial planning, local and offshore investing and estate planning, which includes the transfer of inter-generational wealth. He considers the insights into his clients’ lives a privilege and endeavours to foster long-term working relationships.
He joined Private Wealth Management in 2019, having built his practice over the preceding years as an adviser with Old Mutual. Recognizing that the future would demand more independence, Paul transitioned to Private Wealth Management, allowing boarder access to solutions, and further engraining the focus on clients’ planning.
Paul has a Bachelor of Commerce in Investment Management and a Postgraduate Diploma in Financial Planning from Stellenbosch University, as well as a Certificate in Coaching from the UCT Graduate School of Business. He is a Certified Financial Planner, member of the Financial Planning Institute of South Africa and is currently studying for a master’s degree in business administration.
Before completing his studies at Stellenbosch University, he trained as a chef in Franschhoek and, along with trail running and stargazing in remote places, spends any downtime in the kitchen.