CHARTERED WEALTH SOLUTIONS - Key Persons
Job Titles:
- CERTIFIED FINANCIAL PLANNER
- Financial Planning Specialist
- Financial Planning Specialist / Financial
Ashley is a CERTIFIED FINANCIAL PLANNER® and holds a BCom Finance and an Honours degree in Financial Planning. Ashley believes in taking an interest in his clients' personal needs and well-being and feels he is growing both as a Financial Planner and a person at Chartered Wealth Solutions. Outside of work, Ashley enjoys soccer, music, and travelling with his wife to experience new cultures.
As co-founder and Director of Chartered Wealth Solutions, Barclay is committed to the company's vision of being the leading holistic Financial Planning business in South Africa. He discovered the significance of Life Planning early in his career, allowing clients to merge their money with their life plans. Barclay oversees the company's business strategy and philosophy, ensuring clients receive the most meaning from their money. As a visionary and optimist, Barclay loves facilitating change and continuous growth to meet clients' changing needs. Barclay enjoys spending time away with his wife, Jess, and his children. He enjoys reading, swimming, and playing tennis.
Belinda graduated with a BCom from Stellenbosch University, majoring in Investment Management and Economics, and later earned a postgraduate diploma in Certified Financial Planning from the University of Stellenbosch Business School in 2020.
Her interest in finance was nurtured from a young age by her mother, who emphasised the importance of financial independence and managing one's finances. Inspired by prominent female business leaders who have excelled in the male-dominated finance industry, Belinda recognised the need for accessible financial advice, particularly as traditional retirement funds may not suffice in sustaining retirement. This realisation fuelled her desire to make a difference by helping others accumulate wealth beyond retirement planning.
Outside her professional pursuits, Belinda enjoys spending time outdoors and staying active. She is an avid padel player and jogging enthusiast who believes that a return on life is the most important measure of success.
Job Titles:
- Client Relationship Planner
Carmen, a financial services professional, believes that honesty is the cornerstone of every successful relationship. With over a decade of experience in the industry, Carmen is passionate about helping clients achieve their financial goals and ensuring their well-being is always a top priority. She found a home at Chartered Wealth Solutions, where she shares the same commitment to excellence and passion for meeting clients' needs. Carmen thrives on learning and finds working with people stimulating. She loves travelling and exploring different cultures, and her qualification as Master Diver gives her a unique perspective on the world.
Job Titles:
- Director
- CERTIFIED FINANCIAL PLANNER
Caroline is a CERTIFIED FINANCIAL PLANNER® and Director at Chartered Wealth Solutions. Caroline is passionate about helping people understand complex concepts and successfully established structures for business operations and compliance at Chartered. She now focuses on Human Resources and business flow processes, creating experiences for staff that are supportive and conducive to learning. Caroline holds a BA (Hons) Degree from the University of the Witwatersrand and a Post Graduate Diploma in Management (PDM) from Wits Business School. Outside of work, Caroline enjoys spending time with her family, cooking, and tending to her creatively designed home and garden.
Job Titles:
- Director of Chartered Tax
- Tax Specialist
Charmaine is a tax specialist with over 35 years of experience. She is passionate about ensuring her clients are compliant and that their affairs are structured in the most tax-efficient way possible. By looking at clients' financial planning from a tax perspective, Charmaine helps them understand the implications and facilitates a more holistic approach. Her team works closely with Chartered Legacy & Trust to streamline Estate Planning, ensuring clients are up-to-date with the latest tax legislation. Charmaine holds a Master's degree in Tax from the University of Pretoria and enjoys travelling with her husband and spending time with her children and four grandchildren -the light of her life.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
- Financial Planning Specialist
Craig is a CERTIFIED FINANCIAL PLANNER® who has helped numerous clients achieve their financial goals over the last 30 years. Prior to joining Chartered Wealth Solutions, he worked at Liberty Life, Nedbank Financial Planning, and Old Mutual Private Wealth Management. Craig has a strong focus on decluttering clients' financial lives, and he believes that comprehensive financial planning is crucial for a successful retirement. He is married with three boys and enjoys cycling, golfing, and visiting the bush to unwind.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
- Director of Chartered Wealth Solutions Eastern Cape
Donovan is a CERTIFIED FINANCIAL PLANNER® who embraces Chartered Wealth Solutions' holistic approach to financial planning. He believes in keeping investing simple and that money should be a means to an end, not an end in itself. Donovan's philosophy is encapsulated in his motto, "Plan well. Invest simply. Live generously." Donovan has a BCom Honours degree in Business Management and obtained his Post Graduate Diploma in Financial Planning from the University of the Free State. He also holds an Advanced Post Graduate Diploma in Estate Planning and Risk Management. Donovan was a finalist and runner-up in the FPI Financial Planner of the Year competition in 2013 and 2014. In 2015, he opened the first Chartered office outside Johannesburg in Port Elizabeth. In his free time, he enjoys spending time with his wife and daughters, playing the piano, squash, running, golfing, and woodworking.
With over 30 years of experience in financial markets, Glen brings his expertise in advisory and fund management roles to Chartered Wealth Solutions. But for him, the client always comes first. He believes that his experience in the financial services industry has taught him where to focus his attention - always on the needs of the client. Glen is excited to join WealthStrat, where he can bridge the gap between the world of finance and investments and the real-life circumstances of clients as they approach retirement. He believes that Chartered Wealth's unique and sustainable approach sets it apart from the rest.
Job Titles:
- Associate Planner
- Certified Financial Planner
Heino is a Certified Financial Planner® with a passion for numbers. He studied at Nelson Mandela Metropolitan University, obtaining a BCom in Financial Planning and later a BCom Honours in Financial Planning and Business Management. In 2017 Heino became a CFP® Certification holder, marking a significant milestone in his career. He worked as an Independent Financial Planner in Port Elizabeth before joining the Chartered Wealth Solution's practice in Johannesburg. Heino continues to expand and fine-tune his financial planning skills while providing top-notch service to their clients. When he is not helping clients plan for their financial futures, he enjoys visiting his family in PE, online gaming and exploring new ways to organise, analyse, and calculate data.
James is a Director at Chartered Wealth Solutions and a CERTIFIED FINANCIAL PLANNER® who believes in helping people achieve a purposeful life by aligning their Financial Plans with their dreams and aspirations. With over 20 years of experience in the financial services industry, James has worked with various asset management, unit trust, and business consulting groups. He holds qualifications from the IMM Graduate School of Marketing and the University of the Free State and is a member of the FPI (Financial Planning Institute). He is married to Mandy, and they have two children, Cody and Sienna. James enjoys spending time with his family and friends and riding his mountain bike in his leisure time.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
- Financial Planning Specialist
Jason is a CERTIFIED FINANCIAL PLANNER® who believes financial planning goes beyond just numbers. For him, it's about creating a Holistic Financial Plan that merges a solid Financial Plan with a considered Life Plan, reflecting his clients' dreams and goals to achieve financial freedom. Jason values transparency, open communication, honesty and integrity; and forms lasting relationships with his clients and peers. With experience and expertise, he provides objective advice to his clients, ensuring they receive the best possible financial guidance. When not working, Jason indulges his creative side by writing music and playing the guitar, reading, and spending time with his family and friends.
Job Titles:
- Chief Executive Officer
- Director
John, the co-founder of Chartered Wealth, is a CERTIFIED FINANCIAL PLANNER® with over 20 years of experience. John believes that balance is key to success. He incorporates work, family, and interests into his life and encourages his clients and colleagues to do the same. John oversees the day-to-day running of Chartered Wealth Solutions, including strategy implementation; he also assists clients with their financial planning and sits on the Investment Committee. John is a sought-after speaker, having presented at various conferences and workshops for Financial Planners and clients around South Africa. In his free time, John enjoys spending time with his wife Angela and four children, as well as playing golf, and tennis, running, fly-fishing, and going on 4×4 adventures.
Jordan is a Certified Financial Planning (CFP®) Professional. He completed his BCom (Finance) at the University of Johannesburg while simultaneously earning a Higher Certificate in Wealth Management. He earned the prestigious distinction of being awarded the highest achiever in the BCom Honours (Financial Planning) program and successfully completed the CFP® PCE board exams the following year.
Jordan has had a passion for the financial industry since a young age where he became aware of the impact money has on people, their decisions and their family and more importantly how bad financial advice can be a huge detriment to a person's future. Jordans mission is to not only provide top-tier advice to our clients but elevate the industry as whole where people have the security knowing that their life savings are in the capable hands.
In his spare time, Jordan is an avid sportsman with a strong passion for fitness. He participates in various athletic activities, including golf, water polo, waterskiing, and triathlons. Notably, he also dedicates his time to volunteering at a children's home.
Job Titles:
- Director of Chartered Legacy & Trust
Kerryn is a seasoned attorney with a passion for family law. With years of experience in local and international legal matters, she discovered her true calling in helping people build better lives for themselves and their loved ones. At Chartered Legacy & Trust, Kerryn collaborates with Financial and Life Planning Specialists to create Wills and Trusts that align with her client's financial plans and reflect their life and legacy aspirations.
Kim is a Chartered Accountant, (CA) SA, with experience in both that profession and the education sector. She was a partner in the Audit and Assurance business at Deloitte for eleven years. She is an inspirational leader with an excellent understanding of business issues and has the ability to form and build strong relationships with diverse individuals and teams. Kim has served a significant number of middle-market clients and large multi-national clients listed on the Johannesburg Stock Exchange. She is married to Mark, and they have two sons. Kim is an avid reader and traveller who loves cooking for her family and friends.
Job Titles:
- Director
- Director and Head of Life Planning
Kim is a CERTIFIED FINANCIAL PLANNER®, Professional Certified Coach, speaker, and author who is passionate about improving people's relationships with money and helping them get the most life from their money in their second chapter. She established retiresuccessfully.co.za with Chartered Wealth Solutions, a consumer Retiremeant™ lifestyle website aimed at inspiring and supporting those in, near or at retirement. As the founder of the Women in Finance Network, she created a platform for women in the financial industry to connect, learn, and share experiences. Kim has authored five eBooks and two books, including Retiremeant™ - get more meaning from your money (2015) and Midlife Money Makeover (2021). Her Money, Meaning, Mindshift approach inspires people to give intention to their money and pay attention to their lives. Kim regularly speaks at industry and corporate events, sharing her insights and empowering others to live with purpose. She enjoys spending time with her husband, Gys, their children, family, and friends. Her hobbies include cooking, travelling, and reading.
Job Titles:
- Financial Planning Specialist
- Registered Financial Planner
Les is a registered Financial Planner with a holistic approach to financial planning. He believes in maintaining service levels of excellence, with a focus on empathy and consistency. With over 25 years of experience in financial services, Les offers meaningful, objective, and personal financial advice to his clients in the Cape Town area. Outside work, Les enjoys spending time outdoors, including motorcycle trips, exploring the wilderness by boat, running, golfing, and sailing.
Job Titles:
- Chartered Accountant
- Financial Planning Specialist
Maryanne is a qualified Chartered Accountant turned CERTIFIED FINANCIAL PLANNER®. She believes in the power of new beginnings regardless of age. With a passion for helping others, she made a career change in 2014 to merge her expertise in finances and taxes with her desire to enable clients to live meaningful lives. Maryanne's knowledge of different tax regimes across African countries and expertise in financial and tax planning laws allow her to provide clients with the best possible advice. When not working, she indulges her passion for music by playing the piano and guitar and enjoys spending quality time with loved ones.
Nicholas has always been fascinated by the intersection of problems, numbers, and people, which makes financial planning and wealth management a natural career path for him. He is particularly passionate about the investment side of the business, having completed Level 1 of the CFA Charter in 2018. After earning his BCom degree from the University of Pretoria and completing his internship, Nicholas began his career as a Broker Consultant for BrightRock. He later spent four years as an Investment Consultant with Momentum, gaining experience in the full range of investment strategies while working closely with various advisers. Nicholas prioritises his physical health in his spare time, staying active and reading widely. He thrives on challenges and the satisfaction of hard work paying off.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
- Financial Planning Specialist
Pat is a CERTIFIED FINANCIAL PLANNER®, passionate about helping clients achieve peace of mind and personal freedom through holistic financial planning. With a commitment to creating accurate and thorough financial plans, Pat's clients appreciate her sincerity and determination to find the best solutions for them. Her extensive qualifications in advanced taxation, financial planning, and estate planning make her a sought-after expert in the industry. Pat's love for nature and passion for intergenerational planning keep her curious and constantly pursuing new goals. When not working, she enjoys visiting the bush and spending time with her family.
Job Titles:
- Associate Planner
- CERTIFIED FINANCIAL PLANNER
Paul is a CERTIFIED FINANCIAL PLANNER® based at the Port Elizabeth branch. He has always been passionate about finance and investments. He obtained a degree and Post Graduate Diploma in Financial Planning. Paul believes that many people lack financial education, and this has inspired him to provide his clients with solid financial advice that incorporates their life plans and goals. Apart from his work, Paul enjoys playing music and sports, particularly tennis. He takes great care in nurturing all aspects of his life, including his health.
Philene is a compassionate attorney who is driven to make a positive impact in the lives of her clients. Philene holds a BCom Law and LLB degree from the University of Johannesburg. With her qualifications and experience in various areas of litigation, she is well-equipped to assist her clients in navigating the legal process. She has expertise in dispute resolution, insurance, and commercial litigation and is dedicated to finding practical solutions to complex legal issues. Philene focuses on empowering clients to understand the process of administering Estates and putting them at ease so their loved ones are taken care of. Her commitment to excellence and teamwork is evident in her collaborative approach to working with others. Philene enjoys an active lifestyle in her free time, including trail running and adventurous holidays with her husband.
Savannah is a CERTIFIED FINANCIAL PLANNER®. Her passion for helping people and her interest in tax and money management led her to choose financial planning as her focal area of study. Savannah completed her BCom in financial planning at Stellenbosch University, followed by a postgraduate diploma in financial planning. In her free time, Savannah enjoys reading, baking, spending time with family and friends, and travelling to new places.
Sean studied at Stellenbosch University, where he obtained a BCom in Economics and later earned a DGdip in Financial Planning at the Stellenbosch Business School. He has a keen interest in macro and micro-economic events and their impact on individuals' finances.
Before joining the Johannesburg office of Chartered Wealth, he worked as an independent Financial Planner in Cape Town. Outside the office, Sean relishes opportunities to escape the hustle and bustle of the big city. Whenever he can, he heads to the beach or the bush.
Job Titles:
- Director
- CERTIFIED FINANCIAL PLANNER
- Financial Planning Specialist
Stephanie is a CERTIFIED FINANCIAL PLANNER® and Director of WealthStrat and is passionate about financial planning and engaging with clients. She completed her BCom and Post Graduate Diploma in Financial Planning at Nelson Mandela University and has passed levels 1, 2 and 3 of the Chartered Financial Analyst (CFA®) exams. Stephanie enjoys the outdoors, going for a run and playing hockey. She also loves music and spending time with her husband, Darren and her loved ones and friends.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
- Financial Planning Specialist
Tiffany is a CERTIFIED FINANCIAL PLANNER® whose goal is to help clients achieve a secure financial future that aligns with their Life Plans. She creates comprehensive and personalised holistic Financial Plans. Tiffany believes that financial worries should not consume people's lives and is dedicated to providing value and peace of mind to her clients. She completed an Advanced Post Graduate Diploma in Financial Planning, specialising in Estate Planning and Risk Management. In her personal life, Tiffany enjoys spending time with family, reading, trying new sports and hobbies, and pursuing lifelong learning.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
- Director of Chartered Wealth Solutions Western Cape
Tom is a CERTIFIED FINANCIAL PLANNER® who heads up the Cape Town branch of Chartered Wealth Solutions. With years of experience, Tom is a skilled listener who takes the time to understand his client's unique financial situations. He believes in treating others with respect and working hard to achieve his goals. Tom holds a BCom degree in Economics, Accounting and Tax and a postgraduate degree in Economics from Rhodes University. In 2022 Tom was a Finalist in the FPI Financial Planner of the Year competition, a testament to his dedication and expertise. Tom enjoys spending time with his family, especially on family holidays. He's also an avid outdoor enthusiast and co-founded an educational trust that raises funds to educate under-resourced candidates at a Tertiary level.
Job Titles:
- Client Relationship Planner
Zanele, a CRM at Chartered Wealth Solutions, loves interacting with her clients. She is passionate about educating the South African public on financial and life planning, emphasising the importance of planning for all life transitions and unforeseen circumstances. She has an NQF Level five in financial planning and is currently busy with Level Six. Zanele also prioritises spending time with her children, teaching them about honesty and integrity.