2025 Financial Planner of the Year Winner

Nicola joined Private Client Holdings in 2016, making her way into wealth management from a solid grounding in unit trust operations with a local asset manager. She has a Bachelor of Business Science with Honours in Finance from UCT, a Post Graduate Diploma in Financial Planning from UFS, and is a Certified Financial Planner® Professional.

Nicola believes in giving comprehensive and professional financial advice. She has a special interest in empowering women to take charge of their financial affairs. She is committed to a goals-based Family Office approach to structuring finances to ensure financial security and growth in the long term.

Nicola has travelled extensively but is now settled in her birthplace, Cape Town, with her husband and two children. The family spends their free time on the beach and in the ocean.