Helping medical professionals build personal wealth beyond their practice.
Mikele works primarily with doctors, specialists and healthcare professionals who have spent years building successful practices but have not always given the same attention to their personal financial future. With more than 24 years in the industry, he has seen how easily personal and practice wealth become intertwined, creating unnecessary complexity later in life.
His approach creates clear separation between a client's practice and personal financial goals, bringing structure to retirement, investment and long-term wealth planning.
Advising is personal to Mikele. The greatest reward comes years later, when a client can see the tangible results of a plan they committed to and trusted through changing markets, careers and life stages.
Postgraduate Diploma (Financial Planning), representative of Victus Group (FSP 48687), 24+ years industry experience.
Topics include giving retained earnings a purpose, using offshore allowances deliberately, managing concentrated employer shares, and checking whether a shareholder agreement, business valuation and buy-and-sell funding actually align.
