Romeo started working in the financial services and trust industry in 2003. His extensive experience has enabled him to develop a proven strategy, which he successfully applies to his clients’ portfolios. Romeo firstly understands the unique needs of his clients and only then appropriately advises the best-suited risk and investment solutions tailored to each client’s circumstances focusing on capital preservation, tax efficiency and growth. Romeo’s clients range from family trusts, high net-worth individuals to charitable organizations. As a registered financial adviser, he offers the following services: estate planning, local and offshore pension advice, retirement planning, tailored investment portfolios, tax-efficient investment solutions and wealth creation that enable his clients to achieve their financial goals. Having consistently been a top performer and achieved numerous production and quality awards over the last 15 years as an advisor, Romeo is sure to add value to your financial wellbeing.
- RFP 3 Financial Planning Institute SA
- Certificate in Business Building and Corporate Venturing University of Pretoria SA
- International Certificate in Wealth and Investment Management CISI 3