As a Certified Financial Planner©, Sara brings a wealth of experience and knowledge to Stephen Cloete & Associates. Sara joined the Firm late in 2018, principally to provide our valued clients with additional value borne from her depth of knowledge and experience in investments. Sara has spent 32 years in financial services with over 20 years across a number of divisions of the MMI Group ranging from retail business development to strategically driving the Group’s specialised investment strategy. With this enviable experience, Sara has begun to unlock value for our clients in terms of ensuring their investment portfolios are optimised – this spans across an assessment of the current product holdings; and fees charged to how the investments are deployed and managed. Sara is also advising clients directly with the aim of engendering deep relationships that assist clients with their long term goals and dreams, translated into an actionable financial plan