Michele has spent the past 20 years helping senior professionals to protect and enhance their wealth, so she has a good understanding of the key issues and concerns. Her goal is to provide a highly professional service, working with clients over the long term, designing a financial plan tailored to their personal goals which takes into account both their personal circumstances and their overall appetite towards risk.
Originally, Michele hails from Durban, South Africa where she graduated from the University of Natal with a B.Proc (Law) degree before embarking on a career in financial services. Over many years, she has gained a wealth of international experience in the industry – starting in South Africa, then London, moving to Hong Kong, and now the UAE.
Maintaining and growing her personal client base, Michele loves helping people with their financial planning. She values that one-to-one interaction with people: helping them plan and, as the years pass, achieve their objectives – that is what really gives Michele job satisfaction. She also values that every case is different and offers fresh challenges to be overcome.
A client retiring without financial worries for the rest of their life, a young person graduating without a millstone of debt around their neck, a lifesaving operation paid for by insurance; that’s what this job is about for Michele – making peoples’ hopes and dreams come true.
Skills and expertise
- Insurance Intermediaries Qualifying Examination (IIQE), Vocational Training Council, Hong Kong
- Financial Advisers’ International Qualification, Institute of Financial Planners (IFPHK) Hong Kong
- Diploma in Financial Planning, Chartered Insurance Institute (CII)
- CeMap, Chartered Insurance Institute
- Trust, Tax, and Estate Planning (TEPS) License, St. James’s Place Wealth Management, UK
- B.Proc (Law), University of KwaZulu-Natal, South Africa
- Durban High National Diploma (HND) – Marketing/Marketing Management, General, Linea Academy, Durban, South Africa
In her free time, Michele likes to spend time with her family and friends, listen to music and attend music festivals.