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Shannon Simleit

Senior Associate

About Shannon

Shannon lives in the beautiful Winelands region of the Western Cape with her little family, where she spends the majority of her free time enjoying the stunning outdoor scenery, playing padel with her partner, taking the kids swimming, or exploring all the lovely restaurants the Winelands have to offer.


For the majority of her time, Shannon focuses on ensuring she takes the time to understand her clients' situations. From there, she first and foremost ensures her clients' personal and business assets are correctly structured in secure and reputable jurisdictions, as well as the management of the underlying assets. She wants to ensure they will be growing year on year. Shannon ensures the assets stay protected for retirement and future generations.

Another massive focus for Shannon is citizenship by investment opportunities for her clients, where they will not only secure themselves a second passport but make a profitable investment at the same time. She believes that as a South African citizen, especially with a family, securing that plan b is of utmost importance!


Shannon is available to have a meeting in any of the South African offices as well as over zoom. Please get in touch to set it up!

 

Qualifications

 

  • CISI 3
  • RE 5

 

 

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    Why choose Holborn?

    Our aim is to help individuals and businesses achieve their financial goals with a straightforward approach.

    Tell us about your current situation, what your financial goals are, and when you would like to reach them. Based on your goals, we develop a practical plan designed specifically for you.

    We will discuss the bespoke plan with you and agree on the course of action you want to take. While the final decisions are yours, our qualified financial experts are here to help & provide guidance for you both now and in the future.

    All our advisers come from the UK and similar jurisdictions where regulations are tight. Having a regulatory-driven background means that our advisers approach financial planning in a holistic, compliant manner.

    We are not sales driven. We have unmatched relationships with the best product providers. This means we can offer superior investment and protection solutions for the increasingly sophisticated expatriate community we serve.

    We would like to personally welcome you and your friends to become satisfied clients of Holborn Assets. If, at any time, you feel we fall short in the advice and service we offer, then please contact our friendly client services team.