About Kurt

I am an accredited Wealth Manager with over 6 years experience in financial planning and wealth management. I have 38 years’ experience in the Financial Services Industry, having spent this in Retail, Commercial and Investment Banking and Insurance. My financial services experience includes having spent 6 years heading up the international audit team of a major South African Bank responsible for the auditing of their offshore branches; treasury, offshore private banking and trust companies in numerous locations, including Isle of Man, Guernsey and Jersey.

I have a strong track record of helping clients achieve their financial goals. With a client-centric approach, I provide personalized guidance on retirement planning, tax optimization, estate planning, and wealth preservation through customized investment strategies tailored to each client's unique needs and risk tolerance. I am committed to building long-term relationships based on trust, integrity, and transparency, ensuring that my clients feel confident about their financial future.

Qualifications

• Management Development Program
• RE5
• Senior Management Development Program