Keith began working life in the early 1980s where he forged a career in corporate management. After ten years in the company, he opened his own businesses, which he ran for the next 15 years.
After deciding it was time for a career change, he began a fulfilling career in Financial and Wealth Planning. He achieved his RE5, obtained an NQF5 National Certificate in Wealth Management and an NQF6 Advanced Certificate in Financial Planning (FSA™).
He is currently working towards CISI Level 4 through the International Chartered Institute of Securities and Investments based in London.
It is Keith’s passion to help professional individuals and business owners achieve peace of mind through a smart range of local and international investment solutions, with a specialist focus on tax mitigation and retirement solutions.
- NQF5 National Certificate in Wealth Management
- NQF6 Advanced Certificate in Financial Planning (FSA)
- CISI 3