Sean heads up the IGrow Wealth Management division, overseeing all the investment plans and advice provided to investors. He developed the IGrow Wealth Plan in 2018 to provide a blueprint for property investors. The Wealth Plan is first of its kind in South Africa as it combines real estate and traditional investments.
He started his career as a data research analyst before moving into the financial services industry in 2009. He became an accredited financial adviser at Liberty Life where he was recognised as being a top achiever in his first calendar year.
He was head-hunted to join Sanlam head office a few years later to focus on the professional and affluent market due to his analytical approach to planning. During his time at Sanlam, he mastered an understanding of compliance by devising a more professional service offering and sound financial advice. He graduated top of his class in the Sanlam training academy, which was held over a period of a month.
After realising he was unable to service his existing clients without churning their policies, he decided to become an independent financial adviser (IFA) to be able to serve his clients in a more ethical manner and give them more objective and honest advice across all service providers.
In 2015, he was offered a role as the National Administration Manager at Warwick Wealth in Constantia, Cape Town, where he was appointed to oversee all administration and compliance as well as operations within the Private Clients division across all the regions. He was later appointed Head of Administration and Client Services in the Operations division.
Sean joined IGrow Wealth Investments in August 2016 as a Property Investment Strategist due to his stance on the benefits of investment property and the security of real estate.
He was offered an opportunity to assist in opening and operating the Pretoria branch in March 2017 where he and his colleagues service the Gauteng-based investors with regards to structuring property portfolios as well as meeting their fiduciary needs. In October 2017, he was nominated to become the team leader to assist the National Sales Manager and in January 2018 became the General Manger of Property Portfolio Planning.
Sean is a Certified Financial Planner® registered with the Financial Sector Conduct Authority (FSCA) as well as the Estate Affairs Agency Board (EAAB). He is a member of the Financial Planning Institute of South Africa (FPI). Sean is also a Fiduciary Practitioner of South Africa FPSA®, which is awarded through the Fiduciary Institute of South Africa (FISA).
Sean holds numerous qualifications in wealth management, financial planning, and investments, which aided him in developing the IGrow Wealth Plan.
To further his skill set, he is currently completing the Financial Modeling & Valuation Analyst designation (FMVA®) through CFI.
Outside of IGrow, Sean trains to compete in triathlons and has finished numerous half-ironman distance events, and is currently training to compete in the Iron Man African Chalmpionships, which consists of a 3.8km swim, 180km bike, and 42.2km run.
