Temple Alliance
Financial Services Provider · FSP No. 45325
DIRECTOR & FINANCIAL ADVISER
Post Graduate Diploma in Financial Planning Law · BSc · 13+ years at Temple Alliance
Jeff came to financial planning with a clear purpose: to make sure that every person he meets has the opportunity to be prepared rather than exposed. He has seen first-hand what financial vulnerability looks like at the worst possible time, and that experience drives everything about how he works. In practice, Jeff operates as much as a counsellor as he does an adviser — present for clients through difficult moments as much as successful ones, and committed to making every interaction feel as far from a sales meeting as possible. His focus is on ensuring every client has two things in place: adequate protection for the people who depend on them, and a sound investment strategy for the future. Everything else flows from those foundations. He is direct, responsive, and believes strongly that good financial planning should feel simple — not complicated or overwhelming. Twenty years of navigating his own financial responsibilities as a single parent has given him a grounded, practical understanding of what financial security actually means in day-to-day life, and that comes through in how he advises.
“Too many people become ‘that person’ with no plan and no cover. My job is to make sure that doesn’t happen to anyone I have the opportunity to meet.”
Specialisation
Like every Temple Alliance adviser, Jeff can also help with the everyday essentials — medical aid & gap cover, investing, life & disability cover, wills & executor nomination, and retiree income planning.
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