CFP® Professional at Plan-B BlueStar by Sanlam helping clients live their best financial lives. Views are my own and not financial advice
Cape Town, South Africa
Joined October 2010
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Free Tax Strategy Checklist for High Income South Africans 🇿🇦 Identify hidden tax opportunities in minutes. 👇 Download here:
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Read our monthly newsletter March 2026 - Update on Middle East Tensions and Investment Markets & Human Rights Day - Plan-B Bluestar - click link: mailchi.mp/plan-b/plan-b-833…
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February 2026- Monthly Newsletter, Tax Season 2026 - Plan-B Bluestar - mailchi.mp/c7d1a8c579db/plan…
February 2026- Monthly Newsletter, Tax Season 2026 - Plan-B Bluestar - mailchi.mp/878483ba2f78/plan…
December 2025- Monthly Newsletter, Smart Spending, Festive Finances & a Fresh 2026- Plan-B Bluestar - mailchi.mp/43ebfe261f41/plan…
December 2025- Monthly Newsletter, Smart Spending, Festive Finances & a Fresh 2026- Plan-B Bluestar - mailchi.mp/0e6878e81e47/plan…
December 2025- Monthly Newsletter, Smart Spending, Festive Finances & a Fresh 2026- Plan-B Bluestar - mailchi.mp/d14b0cff290e/plan…
December 2025- Monthly Newsletter, Smart Spending, Festive Finances & a Fresh 2026- Plan-B Bluestar - mailchi.mp/d14b0cff290e/plan…
November 2025- Holiday Checklist & Practical guide to organising personal records - mailchi.mp/9d5e41357f3d/plan…
November 2025- Holiday Checklist & Practical guide to organising personal records - mailchi.mp/2df79c9c6c3c/plan…
