Areas of Focus
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Cash Flow
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Exit Planning
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Financial Life Planning
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Owning a Business
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Real Estate Investing
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Setting Up Retirement Accounts
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Taxes
About Me
Family Entrepreneurship
I come from a lineage of entrepreneurs, where the spirit of business runs deep. Both my grandparents and parents have been successful business owners in various industries, and my siblings have followed suit. This environment instilled a drive to create a business that aligns with my passions. After gaining valuable experience working for large corporations throughout my career, I realized it was time to take the leap and establish Springbok Wealth Partners. My father's financial planning firm in South Africa served as a significant influence, as I witnessed firsthand the positive impact he made on his clients' lives. Inspired by his example, I knew I wanted to help my clients similarly.
Passion for Finance and Solutions
From a young age, I developed a passion for numbers and finding solutions. While many financial planners stumble into this line of work, for me, it has always been my true calling. I find immense satisfaction in applying my financial acumen and exploring new and innovative ways to solve problems for my clients. Each day, I wake up excited to utilize my strengths in finance and offer customized advice to help my clients flourish.
A Love For Working With People
One of the aspects I enjoy most about my work is meeting with clients, listening to their stories, and learning about their successes, achievements, and goals. Collaborating with them, I strive to identify ways to help them surpass their objectives and provide generational wealth. Witnessing the progress my clients make and being a part of their journey is truly rewarding.
The Cycling Influence
I was born and raised in Durban, South Africa, a place filled with culture, sunshine, and cherished family experiences. Cycling became my passion at the tender age of 10, and I even had the opportunity to compete professionally in my early adult years. This sport has played a significant role in shaping my perspective on life. Cycling taught me the importance of relying on my own strength while being supported by a team that pushes me beyond my limits. It instilled in me the belief that determination and perseverance can lead to achieving the seemingly impossible.
Embracing Colorado's Lifestyle
Currently residing in Westminster, CO, a suburb of Denver, I have fallen in love with the abundant activities and cultural experiences that Colorado offers. Whether it's shredding down snowy mountains on skis, conquering challenging mountain biking trails, or enjoying the vibrant downtown areas, Colorado provides an array of opportunities to live life to the fullest.
The Foundation of Family
At the core of my life is my remarkable wife, Brittany, who serves as the backbone of our family. Together, we are blessed with three exceptional children, Liam, Finn, and Liv, and our beloved pups. To inspire our children to strive for their dreams, we must lead by example. Brittany's unwavering support and encouragement push me to reach for my aspirations, showcasing to our children that anything is possible.
Professional Designations
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CERTIFIED FINANCIAL PLANNER™ Professional
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Chartered Retirement Planning Counselor (CRPC)
Primary Location
Denver, CO
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
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Flat Fee
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One-time Financial Plan
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Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.
Offers Investment Management
Yes
About our Firm
WHO WE WORK WITH
Springbok Wealth Partners is dedicated to work with Business owners. You have a lot going on and focusing on your business is your priority. We are here to help you uncover opportunities to lead towards greater business efficiencies and valuation, as well as ensure that you are establishing the best financial position for you and your family so that when it comes time to transition or sell your business YOU are ready and can benefit the most.
LOCATED IN DENVER–MEETING CLIENTS WHERE THEY ARE
Springbok Wealth Partners is proud to be located in Denver, Colorado, but we can work with clients wherever they are, meeting them virtually if necessary.
FLAT FEE
We believe that advice should not be based on the size of your investment accounts. We offer a flat fee service, which means you know exactly what you are paying and that our advice is not driven by additional account management fees or commissions. As a business owner, your wealth is mostly locked in the value of your business. We want to help you get the most out of this wealth so that your hard work and sacrifices can benefit you and your family.
PERSONALIZED ADVICE FOR TODAY, TOMORROW, AND BEYOND
We recognize the importance of personalized advice. Our commitment is to provide you with the most objective recommendations, ensuring that your best interests always come first. We understand that financial decisions impact not only your present but also your future and the generations to come. Our focus is on building strategies that transcend time, helping you navigate the complexities of personal finance today, tomorrow, and beyond.
COLLABORATION, INTEGRITY, PASSION
We believe that true success is achieved through working together with our clients and forging a strong partnership based on open communication. These values guide every aspect of our work, from providing personalized advice to building long-lasting relationships.
Education
Stellenbosch University, Financial Planning and Business Management
Hobbies and Interests
- Animal Rescue
- Camping
- Cycling
- Family
- Skiing
Who We Serve
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Business Owners
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Dual Income Family
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Entrepreneurs
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