With over 14 years’ experience in financial services, Shannon works with expatriates and internationally mobile individuals who need clarity and structure across borders. Her focus is on helping clients organise, grow, and preserve their wealth while ensuring their plans remain aligned with changing residency, currency exposure, and long-term lifestyle goals.
With over 14 years’ experience in financial services, Shannon works with expatriates and internationally mobile individuals who need clarity and structure across borders. Her focus is on helping clients organise, grow, and preserve their wealth while ensuring their plans remain aligned with changing residency, currency exposure, and long-term lifestyle goals.
Having advised clients across Africa and internationally, Shannon understands the practical realities of managing pensions, investments, property, and savings across multiple jurisdictions. Many of the individuals she works with have accumulated assets over time without a fully coordinated strategy. Her role is to bring those elements together, reduce complexity, and ensure decisions are made with long-term confidence.
Her work typically centres on:
Shannon takes a structured, relationship-led approach grounded in disciplined risk management and sustainable growth. Her emphasis is on building financial plans that remain resilient over time, rather than reacting to short-term market movements.
Clients value her clear communication, measured advice, and steady guidance through life transitions, particularly when those transitions involve more than one country.
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