Thomas is a Private Wealth manager at attooh! Group of Companies and has a passion for excellence. He uses this expert knowledge to convert his Client’s financial position into a formal, professionally managed business. The purpose of his Wealth Management strategy is to guide his Client’s on a journey to financial independence and a state of “Wealthy, Healthy, and Happy.” Thomas has more than 20 years’ experience in trust administration and the practical use of trusts in Financial planning. He lectured as a guest speaker at the Institute of Continued Education at the University of Pretoria on these topics.
He fosters warm relationships with his Clients and cares about the financial wellbeing of each Client. He is also involved in sustainable community development through
the International C-A-N Foundation
Thomas’s preferred target markets are:
• Business owners
• Business Professionals
• Corporates and
• The Franchise Industry in general.
He offers specialised consultancy in:
• Investment planning & savings,
• Life & disability Insurance,
• Risk planning
• Pre-retirement and succession planning,
• Wellness (Vitality),
• Corporate benefits,
• Post-retirement planning and
• Fiduciary services such as trusts and testamentary planning.