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About me
Background and Philosphy of our Financial Planning Process
I started my career in financial services some 35 odd years ago, having joined the Old Mutual Group.
After serving in various leadership roles, I left the Corporate world and was fortunate to join a Franchise within
the Sanlam Group. Having had experience at both these major multinational company's, I was able to gain
much experience and insight into various components of business. Fortunately, I am able to use this
experience in advising and guiding clients to make informed decision about their future.
From an education point of view, I obtained my Post Graduate Diploma in Financial Planning (CFP) from the
University of Free State and currently a member of the Financial Planning Institute (FPI) of South Africa, an
affiliate of the Financial Planning Standards Board (FPSB).
I also hold a Post Graduate Diploma in Leadership from the University of Stellenbosch GSB and a Post
Graduate Diploma in Management Practice from the University of Cape Town GSB. In addition, I have
the necessary regulatory specific qualification with RE 1 and RE 5, Class of Business in most categories
and as a professional with the FPI, we have to obtain at least 35 CPD points annually to maintain our
ongoing learning in the industry.
On a personal front, I am married for 36 years and have 2 children and 2 awesome grandchildren.
I love to travel and my passion is to promote the concept of financial freedom. For me, financial freedom
means that I should not have to worry about having enough money to do the things that I want to.
I feel so strongly about this that I am building a business around financial education and empowerment
to secure financial freedom throughout life's journey.
Our motto is Live, Share, Experience. This is in keeping with the concept of having sufficient capital
to live life, to share wonderful memories and Experience all that life has to offer.
Join me on this journey of financial freedom
You will find the latest information...
My License of Operate can be downloaded from the link below:
Meet my Team
Sidd Sen
Sidd is a seasoned financial services professional with almost two decades of experience
as a financial advisor, manager and Business Development Manager within a large multinational
Financial Service powerhouse.
He left the industry briefly to run his own logistics business and while successful, he rejoins
financial services because of his passion to win and succeed.
On a personal note, Sidd is married and is the proud father of a beautiful young girl. He is passionate about many things, but important to him is family first. In addition, he works with various cultural and religous organisation holding senior and leadership positions. This helps him stay close to his community and do good for the betterment of people in general.
Sidd is a valued member of our team and is available to assist where needed. Please reach
out to Sidd should you require any assistance.
S