At Hexon Financial Services, I support brokers and consultants by preparing documentation for withdrawals, investments, claims, and policy changes. I also meet with clients to understand their goals and financial situations when brokers are unavailable.
I support clients across more than 20 financial service providers, including Momentum, Allan Gray, and Stanlib. My work also includes assisting with wills and estate planning through Capital Legacy, pension and provident fund setups, and group life benefit claims.
At EQ-FIN, I worked directly with clients to develop financial plans covering life insurance, retirement, and investments. I explained financial concepts in accessible terms and ensured advice followed regulations.
At Zyva Capital, I helped prepare presentations for high-net-worth clients, researched investment markets, and supported international teams on compliance and reporting. I use Excel to track progress and compliance, and hold Microsoft Azure Fundamentals (AZ-900) and Azure Data Fundamentals (DP-900) certifications.
