Michael provides holistic financial planning and wealth management advice tailored to the unique needs of each client, recognising that no two financial situations or family circumstances are the same.

Originally from South Africa, Michael has built an international career across South Africa, Singapore, and Australia, including time with the UK’s largest wealth management firm, St. James’s Place. His qualifications and licensing experience across South Africa, Singapore, Australia, and the UK provide him with a strong understanding of the complexities faced by expatriates and internationally mobile families.

As a Certified Financial Planner (CFP®), General Tax Practitioner (GTP®), and Australian Authorised Financial Services Representative, Michael has a strong technical background in financial planning, taxation, retirement planning, and wealth structuring. He also holds specialist qualifications in UK pensions, advanced wealth management, and Australian financial adviser ethics and regulation.

Michael is particularly passionate about estate planning, succession planning, and assisting high net worth individuals and families with international asset structuring and intergenerational wealth transfer strategies.

He is an Associate Member of STEP – Advising Families Across Generations and is currently working towards attaining the full Trust and Estate Practitioner (TEP) designation.

Michael, his wife, and their two dogs relocated to Brisbane from Singapore and are enjoying settling into life in Australia.