How Can I Help You

Finding someone who is as invested in your business as you are, is extremely hard to find. That is why I pride myself in being that person that you have been searching for to join you in your business.

When you feel like you have become entrapped by your business, because of a lack of time and enough hands to take care of it all, then it is time to look into getting some help. But not just any help … expert help and that is exactly why I am here to help you.

You need a partner in your business that will focus on the details, while you focus on the bigger picture of your business success. It is time to take your business to the point where you can take the time to actually focus on strategic actions that you need to take, such as sales, clients, creating and generating more revenue. I look forward to helping you to achieve this goal.

My Service Solutions

Specialized Virtual Assistance Services

Legal Admin

• Estates Administration
• CIPC Applications & Submissions
• Dictaphone typing, Transcription services
• Monthly Invoicing & Reports, legal document formatting (Agreements, Pleadings, Affidavits, Notices)
• Estates administration, Proofreading, Client Correspondence

General Virtual Assistance Services

Financial Planning Admin 

• Client liaison & client file management
• CRM management
• Monthly client financial portfolio reviews
• Estate planning
• FICA & FAIS maintenance
• Correspondence with financial houses
• New risk and investment applications

General Secretarial & Administrative Services

• Electronic file management
• Data handling
• Email and diary management
• Management of various WhatsApp groups and client business accounts

Coordinator Services

• Travel Planner – assist with destination holidays for overseas clients
• Request quotes & packages
• Arrange car hire
• Excursions to different tourist attractions (Bo-Kaap, Robben Island, Table Mountain, Winelands, Namibian attractions)

Workshop Coordinator/Project Manager

• For Financial Services Talent Programme that assists delegates with tools.
• Training & job readiness for the financial planning space.
• Assist with sourcing suitable graduates.
• Obtain and collate all credentials (CVs, qualifications, etc).
• Arrange introductory and onboarding sessions, manage project WhatsApp group, act as liaison for students and facilitators.