Cutting through everyday financial complexity for entrepreneurs, professionals and business owners.
Richard is based in Paarl in the Western Cape and has worked in the industry since 2016. He specialises in cutting through the everyday complexity of financial decisions, helping entrepreneurs, professionals and business owners make clear, informed choices.
He believes advice works best as a conversation rather than a one-way instruction, and takes the time to help clients understand their options and the impact of their financial decisions, so they can make choices that fit their goals and aspirations with confidence.
Outside work, he enjoys time with his family, golf, exploring the Western Cape's wine estates, and the occasional hunting trip.
CFP® (Certified Financial Planner), BCom Hons (Financial Management), Postgraduate Diploma (Financial Planning), representative of Victus Group (FSP 48687), 9+ years advising.
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.
