Stefan has over 6 years of experience as an offshore investment specialist based in Cape Town, assisting individuals to establish true offshore investment vehicles to ensure diversification, tax mitigation, and wealth protection within their portfolios.
His specialist knowledge covers the intricate understanding of cross-border tax considerations, offshore investments, portfolio management, and general financial planning. Stefan treats every client individually and tailors their portfolio to suit their unique needs.
Stefan recently became a first-time dad and lives in Cape Town together with his wife and son. He enjoys the outdoors, cooking, a round of golf, and everything that Cape Town has to offer, including a good wine farm or two!
- 6+ Years Experience
- CISI Qualifications
- Enjoys the Outdoors