Sheldon Loxton
    Financial Advisor

 

 

 

   

   Jeanne Dreyer
    Client Relationship Manager

Driven by his passion for people, Sheldon deals with individuals on a different level to what many have become accustomed to when seeking financial advice or guidance. His belief in individual attention and not a “one-size-fits-all” mantra is what makes his clients value his advice.

He takes the time to understand what is in the best interest of the client and utilises this understanding to draw up a financial plan and advise his clients on the appropriate investment products for them. By making use of regular reviews, the financial plan stays up-to-date and relevant to the client’s current life stage.

Sheldon has a background in teaching, which enables him to not only assist individuals with regards to their financial well-being, but also enlighten and educate individuals on the importance of having financial goals and plans. He is the driving force behind the ‘Raising Money Smart Kids brand, which is about equipping parents to see the importance of raising a future society which will be more knowledgeable about the topic of individual finances and money management.

His vision and dream is to place people in a better financial position than before and make a difference to a future generation.


Sheldon is happily married to Melanie and together they are raising two girls, Annabel and Grace. By taking the time to understand your individual needs, Sheldon can offer you the appropriate advice to ensure your lifestyle is protected.

This peace of mind from being truly understood is what you should expect from a financial advisor.

 




 

 

 

 


ACCREDITED ADVISOR WITH DISCOVERY SANLAM OLD MUTUAL BRIGHTROCK CORONATION PPS LIBERTY ALLAN GREY


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