About Tristan

I am a highly motivated individual who values my relationships with my clients above all. I pride myself on going above and beyond for my clients on a personal and professional level regardless of the impact on myself. This leads to cost effective and holistic financial planning. I aim to build lifelong relationships with my clients, guiding them through this treacherous path we call life by giving them the tools, structures and most importantly the right mindsight in order to reach their aspirations. I started in this industry at a young age and going into my 10th year, I bring a strong wealth of knowledge and experience to my clients' lives.

I started my journey in Durban, South Africa looking to make my mark in the world. Learning from those around me, endless research and putting myself through difficult situations without fear which allowing me to grow and become the best version of myself.

Qualifications

• BCom Marketing
• Inseta NQF 4 Wealth Managementt