Postgraduate Diploma in Financial Planning – Financial and Estate planning (PG Dip)
Advanced Certificate in Financial Planning – Financial and Estate planning (FSA™)
Society for Trust and Estate practioners (Affiliate) – (STEP)
Institute of Bankers in South Africa Associate Diploma – Certified Associate of the Institute of Bankers (CAIB SA)
Regulatory Examination: Representatives (RE 5)
Diploma in Teaching English as a Foreign Language (TEFL)

Susan is an Estate and Financial planning specialist who heads up Legal Fiduciary Service. She has been in the fiduciary field for over 20 years and has gained invaluable experience and knowledge over the years. Susan’s global mobility between the UK and South Africa has afforded her the opportunity to expand her knowledge, skills, and abilities to be able to assist clients internationally. Susan has a strong passion for helping others to achieve their goals and is extremely service driven and motivated by success. She places enormous focus on ensuring clients have estate plans which are tailored specifically to meet their needs and circumstances. Effective estate planning is essential to eliminate potential risks, avoid unfavourable outcomes and reduce costs where possible.

Susan has worked extensively with succession planning and complex matters. Her wealth of knowledge and expertise enables Susan to provide clients with the appropriate strategies and solutions to avoid adverse situations for them and their families. Susan’s experience helps her to apply forward thinking to guide clients on processes and solutions which are key to achieving the required results.

Susan prides herself in being very client service driven with a strong emphasis on honesty and integrity. She has outstanding professional and interpersonal skills and is adept at cultivating partnerships and relationships with business associates and clients. Susan is affiliated with other like-minded professionals and continuously updates her skills and knowledge through further studies, discussions, and presentations. Susan strives to keep on top of legislation and regulatory changes in the fiduciary arena which may impact on client’s needs and future goals.