Temple Alliance
Financial Services Provider · FSP No. 45325
DIRECTOR & FINANCIAL ADVISER
BCom · Post Graduate Diploma in Financial Planning · Advanced Post Graduate Diploma in Financial Planning Law (UFS) · Member, Institute of Directors · Commissioner of Oaths · 20+ years’ experience
Paul is one of South Africa’s most credentialled independent financial advisers — a Certified Financial Planner with over two decades in wealth management, a member of the Institute of Directors, and a serving director and trustee on several boards.
His background in governance and financial planning gives him a perspective that extends well beyond portfolio returns: he understands how wealth is structured, protected, and transferred at an institutional level, and he brings that thinking to individual client relationships. His areas of focus are estate planning and wealth management.
“I love walking the journey with clients — looking back on the successes we’ve achieved together, and having lasting relationships built on that trust, is what makes this work meaningful.”
Specialisation
Like every Temple Alliance adviser, Paul can also help with the everyday essentials — medical aid & gap cover, investing, life & disability cover, wills & executor nomination, and first-time or retiree income planning.
Start with a first conversation — no forms, no commitment.
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