About Maureen

Maureen is passionate and dedicated. She has a pro-active approach when dealing with her client’s finances.

Her integrity and holistic view on finances gives her the upper hand to help and educate clients about their financial situations, as she understands that no client is the same.

Her warm and friendly personality gives client the reassurance that they can trust her and be confident throughout the financial planning process.

Maureen believes in treating all clients fairly through careful evaluation for their personal circumstances and needs. She assists her clients through facilitating their personal profiles and arranging them accordingly and in this way, educating the client about tax-efficient structures through offshore investments in Global jurisdictions.

Maureen has been working in the financial industry since 2020 and completed her Wealth Management through Sanlam in 2022. Throughout the process she gained experience through working as a personal assistant to a Wealth Advisor in South Africa.

Qualifications

• Wealth management NQF 5
• Regulatory Examination 5