Founder & Managing Partner - CERTIFIED FINANCIAL PLANNER™

• Jul 2009 - Present

We live in a global economy and your financial planning should reflect that. Having lived, worked and traveled on four continents combined with my Bachelors and Masters in Economics I have a thorough understanding of global economics and geo-political issues. I am an independent Certified Financial Planner™ who offer customized financial planning. Our comprehensive approach means that we will work with your team of professionals to help get your entire financial house in order, and… Show more We live in a global economy and your financial planning should reflect that. Having lived, worked and traveled on four continents combined with my Bachelors and Masters in Economics I have a thorough understanding of global economics and geo-political issues. I am an independent Certified Financial Planner™ who offer customized financial planning. Our comprehensive approach means that we will work with your team of professionals to help get your entire financial house in order, and hopefully keep it that way - forever! I do understand that my clients’ situations are unique and that that they deserve uncompromising fiduciary standards. Which is why I offer a complimentary consultation where I want to understand my client’s values, goals and what is important to them. If you have any questions please do not hesitate to contact me via phone, e-mail or Skype since I will be more that happy to answer any of your questions.

Securities Expert Witness

• Jan 2015 - Present

I am looking out for the little guy. Love to take on the big boys. Average case win: $715K.

Pro Bono Certified Financial Planner

• Sep 2019 - Dec 2021

Founder & CEO - CERTIFIED FINANCIAL PLANNER™

• Mar 2012 - Dec 2021

We provide the most sought after employee benefit: Lifelong Financial Freedom Individuals seeking financial freedom have long sought out advisors who could help guide them. For too long these advisors were only accessible by the wealthiest of the population. Buttonwood changed that. With our Group Financial Plan a Buttonwood Certified Financial Planner™ is now within reach of everyone. Financial health is no longer the privilege of the wealthiest. We deliver and… Show more We provide the most sought after employee benefit: Lifelong Financial Freedom Individuals seeking financial freedom have long sought out advisors who could help guide them. For too long these advisors were only accessible by the wealthiest of the population. Buttonwood changed that. With our Group Financial Plan a Buttonwood Certified Financial Planner™ is now within reach of everyone. Financial health is no longer the privilege of the wealthiest. We deliver and help maintain personalized financial plans that have the clients’ best interests at heart. Clients' deserve the highest fiduciary standards that only an independent CFP® professional who is not tied to any investment firm, bank or insurance company can provide. We bring a different approach to financial planning. Our consultative and values-based philosophy helps companies fulfill their fiduciary and legal responsibilities while giving their employees the opportunity to take full advantage of their benefits. This value-added approach results in more motivated employees, higher productivity, better retention and a more satisfying workplace environment. Buttonwood advises companies and their employees about their retirement plans, employee benefits and executive strategies. Our “flagship” Group Financial Plan turns financial planning into a powerful employee benefit, in addition to managing the company retirement plan. Financial planning can also be offered as a stand alone platform. Our client services include: - Financial Planning - Executive Planning - Employee Financial Planning Workshops and Webcasts - Retirement Planning - Investment Strategies - Tax Strategies° - Protection Planning; such as Life, Disability Income & Long Term Care Insurance - Estate Planning° ° Neither Buttonwood or its representatives provide tax or legal advice. Employees should consult their tax or legal advisor concerning their specific situation. Show less We provide the most sought after employee benefit: Lifelong Financial Freedom Individuals seeking financial freedom have long sought out advisors who could help guide them. For too long these advisors were only accessible by the wealthiest of the population. Buttonwood changed that. With our Group Financial Plan a Buttonwood Certified Financial Planner™ is now within reach of everyone. Financial health is no longer the privilege of the wealthiest. We deliver and… Show more We provide the most sought after employee benefit: Lifelong Financial Freedom Individuals seeking financial freedom have long sought out advisors who could help guide them. For too long these advisors were only accessible by the wealthiest of the population. Buttonwood changed that. With our Group Financial Plan a Buttonwood Certified Financial Planner™ is now within reach of everyone. Financial health is no longer the privilege of the wealthiest. We deliver and help maintain personalized financial plans that have the clients’ best interests at heart. Clients' deserve the highest fiduciary standards that only an independent CFP® professional who is not tied to any investment firm, bank or insurance company can provide. We bring a different approach to financial planning. Our consultative and values-based philosophy helps companies fulfill their fiduciary and legal responsibilities while giving their employees the opportunity to take full advantage of their benefits. This value-added approach results in more motivated employees, higher productivity, better retention and a more satisfying workplace environment. Buttonwood advises companies and their employees about their retirement plans, employee benefits and executive strategies. Our “flagship” Group Financial Plan turns financial planning into a powerful employee benefit, in addition to managing the company retirement plan. Financial planning can also be offered as a stand alone platform. Our client services include: - Financial Planning - Executive Planning - Employee Financial Planning Workshops and Webcasts - Retirement Planning - Investment Strategies - Tax Strategies° - Protection Planning; such as Life, Disability Income & Long Term Care Insurance - Estate Planning° ° Neither Buttonwood or its representatives provide tax or legal advice. Employees should consult their tax or legal advisor concerning their specific situation. Show less

CERTIFIED FINANCIAL PLANNER™

• May 2002 - Jul 2009

Specialising in Cross-Border planning & Financial Planning for Special Needs. Specialising in Cross-Border planning & Financial Planning for Special Needs.

Financial Advisor

• Oct 2001 - Feb 2002

Comprehensive financial planning. Comprehensive financial planning.

Global Business Development Manager

• Feb 2000 - Jun 2001

In charge of global business development, In charge of global business development,

Marketing Manager

• Jan 1996 - Feb 2000

Airline Partnerships Marketing Manager for Europe, Africa & Middle East. Airline Partnerships Marketing Manager for Europe, Africa & Middle East.

Product Manager

• Oct 1992 - Mar 1995

Product Manager for Marigold household gloves. Product Manager for Marigold household gloves.

Sales Manager

• Jan 1992 - Sep 1992

Territory Manager. Territory Manager.

National Training Team

• Sep 1987 - Jan 1992

Was very involved in leadership development on a local, national and international level. Trained future leaders all over Europe, South Africa, Zimbabwe, US and Canada. Was very involved in leadership development on a local, national and international level. Trained future leaders all over Europe, South Africa, Zimbabwe, US and Canada.