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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