Joanne has over 24 years of experience in the financial services and trust industry. Working in the local advisory field, Joanne has proven her hard work ethic, with rewards as a top performer for 3 years in a row, and managing a successful team of 10 consultants for over 12 years.
Joanne is heavily involved in the aviation business and developed a product that meets the need that pilots have for the proper loss of licence cover, and the ability of an insurance company to cater to it. Her knowledge of both of the industries is formidable. Joanne’s clients are varied, typically high net worth ranging involved in various industries.
As an authorised financial adviser, Joanne can offer the following services: estate/ succession planning, local and offshore pension advice, retirement planning, tailored investment portfolios, tax-efficient investment solutions. Depending on where her clients are based in the world, she can also offer business assurance solutions for companies, trusts, from both a personal and a group perspective, and wealth creation and preservation that enables clients to achieve their financial goals.
Joanne is a driven, experienced and passionate adviser. Her experience has enabled Joanne to develop proven strategic expertise that her clients appreciate and understand. For Joanne, her most important motivation is that of capital preservation and growth for her clients. On a personal level, she has a young daughter that is very involved in a lot of various activities, so Joanne is kept very busy, but really enjoys being outdoors. She is an avid extreme sports enthusiast, and trains in kickboxing as well as Taekwondo, she loves spending as much time as she can with her family and her rottweilers. She is also an avid reader on all topics.
RFP 4 and 5- Financial Planning Institute SA
Completing her International Certificate in Wealth and Investment Management CISI 3
CFP (University of the Free State)
BA (Communications)- University of Johannesburg
Hons (Psychology)- University of Johannesburg
Looking to complete her Masters and Doctorate in Clinical Psychology
Get in touch
If you wish to get in touch with Holborn Assets please complete the form below.