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Financial Clarity
Starts Here

About

With over a decade of hands-on experience in wealth and risk management, I help individuals and businesses navigate their financial lives with clarity, confidence, and purpose. My work centers on building tailored strategies that align with each client’s unique goals, whether that means protecting what matters, planning for retirement or growing wealth through smart investment decisions. From personalized risk cover and retirement strategies to comprehensive investment portfolios, I specialize in translating complexity into clarity - empowering smarter financial choices at every stage of life. My approach is client-first, insight-driven, and aligned with long-term success. Whether you're navigating volatile markets, reviewing your portfolio, growing your wealth, or seeking specialized cover (including aviation and commercial insurance), I bring grounded, hands-on expertise trusted by a broad client base. Many of the incredible people I work with have come through referrals , a testament to the relationships I’ve built and the value I deliver.​This work is not just my career, it’s my passion.

 

Outside of finance, I proudly volunteer as a Rescue Swimmer & Boat Crewman with the National Sea Rescue Institute (NSRI) at Bakoven Base, Cape Town. Since 2018, I’ve served in high-pressure maritime rescue operations, a role that demands endurance, teamwork, and decisive action. These qualities deeply inform my professional ethos: committed, calm, and always ready to serve.

Services

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My company and I have been working with Russel since 2018, and we couldn’t be happier with the service he provides. Over the years, we’ve continued to expand the benefits within our organisation, and Russel has been there every step of the way — introducing new products and services to help our team thrive.

On a personal level, Russel has also managed my own investments, including my children’s education funds and other important financial plans — the kinds of things most of us prefer not to think about, but that truly matter in the long run.

I highly recommend Russel to anyone looking for a financial advisor. He’s a top-notch professional who knows his field inside and out, and someone you can genuinely trust to look after both your business and personal financial wellbeing.

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Matt Cocquillon - Director MamaMoney Co-Founder and Director

Insights

850+

Clients Served

98%

Client Satisfaction

12+

Years of Expertise

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