How We Got Here
On the 1 st February 2023, Shirley celebrated her twelve year anniversary at Discovery. Throughout this time she has proven to be an invaluable member of Discovery’s team winning a multitude of awards. Prior to working with Discovery as a Financial Advisor, she worked with the First National Bank team where she assisted with personal clients as well as the medium corporate clients with their personal and business financial planning. Here she focused on Buy and Sell Agreements, corporate loan agreements and pension/provident funds. Shirley was with FNB for nine years and prior to that she was with Standard Bank financial consultants for a short time. There she was providing financial advice to Standard Bank clients that had recently purchased vehicles to ensure that their insurance needs were fully met. Previous to Standard Bank she worked for a company that assisted with human resources needs, payroll, and tax consulting. The core of her career has always been financial planning which has been evident in the last 25 years and the successful practice that she has built.
Candid 20 Twenty – your trusted advisors! We get to know you; understand your needs; and prepare a financial solution to meet those needs. This is revisited on a regular basis ensuring that all of your needs, as they change, are met with the solution that is implemented. We pride ourselves in becoming close to our clients and developing solutions that are personally tailored to them.


Meet Shirley
CERTIFIED FINANCIAL PLANNER®AND FIDUCIARY PRACTITIONER OF SOUTH AFRICA®

Meet Shirley. She Will light the way with an in-depth discussion on the intrigue of helping you develop and appreciate your financial excursion into the undetermined future, backed up by three decades of continuous learning and practice building. On the 1st of February, 2023, Shirley celebrated her twelfth anniversary at Discovery. Throughout this time, she has proven to be an invaluable member of Discovery’s team, winning many awards.


Meet The Team
Our Events
Last Thursday of the Month Club

On the last Thursday of the month, we host an informative cocktail evening which covers a different topic at each event. These events are aimed at engaging with our clients on their financial portfolio’s and highlighting topics relevant to them. Please leave your email address so that we can share our “Last Thursday of the Month Club” calendar with you.


Vitality Wellness Days

Every month we host a Vitality Wellness Day for our clients. Here you will be able to earn up to 31,000 Vitality points and kickstart your journey to Diamond Vitality status. Your will be able to do your Vitality Health Check; your Vitality Fitness Assessment; and have a consultation with a Dietician. Please leave your email address so that we can share our Vitality Wellness Day calendar with you.




Medical Aids explained by Shirley
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Investing 101
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Retirement Planning - The what, how, who and when's
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