WiN Festival Speaker

TRACY MULLER

As Head of Advice and Philanthropy, Tracy is passionate about assisting clients to be able to connect their financial decisions to their life goals and aspirations by providing them with access to personal and objective advice that will enable them make better life decisions, avoid financial disasters and realise their giving aspirations. ​

Tracy leads a team of advisory specialists who provide specialist advice in the fields of comprehensive wealth advice, financial planning, retirement planning, estate planning, wealth structuring and Giving advice. This team also focusses on enabling and supporting advisors to be able to lead with advice by providing comprehensive wealth advice, financial planning, retirement planning, estate planning, wealth structuring and giving advice. ​

Tracy has over 32 years’ experience in the financial services industry, including 23 years experience in the wealth management and fiduciary services industry, holds a Bcom (Law) degree, Post Graduate Diploma in Financial Planning, a CFP® designation from the Financial Planning Institute of Southern Africa, is a registered Tax Practitioner and full member of the Fiduciary Institute of Southern Africa and the Society of Trust and Estate Practitioners.​