Wealth Management
We provide holistic financial planning and investment advice designed to help you achieve long-term financial security. Our services go beyond traditional investment strategies, offering life assurance and disability needs analysis, estate planning, and Will drafting all tailored to your unique goals.
Our Wealth Division is led by Charles and Chris, supported by Nathan, ensuring every client receives expert, personalized guidance.
Charles – Head of Wealth Division
With over 30 years of experience in the financial services industry, Charles began his career with Prudential Life in 1985. He is a proud member of the Financial Planning Institute and earned his CFP® (Certified Financial Planner) designation in 1995.
Although specializing in post-retirement investment advice and planning, Charles’ extensive experience and qualifications enable him to provide expert guidance across a wide range of disciplines.
Chris CFP® (Certified Financial Planner)
Chris brings over eight years of experience in the financial services industry, previously serving as an advisor at Old Mutual. He is also a CFP® Professional, committed to delivering trusted financial advice and helping clients achieve their financial goals.
Chris will be taking over leadership of the Wealth Division and company when Charles retires, ensuring continuity and the same high standard of service for our clients.
Both Charles & Chris can offer the following:
- Personalised Investment Advice
- Pension, Provident and Preservation Funds
- Corporate Benefit Schemes
- Estate Planning
- Wills
- Life and Disability Assurance
- Pre-retirement Investment Plans
- Medical Aids
- Short Term Insurance
Nathan – Client Services & Financial Planning Support
Nathan has more than three years of experience in the financial services sector and has successfully completed his RE5 regulatory examination. He plays a key role in handling client appointments, supporting financial planning processes, and ensuring a seamless client experience.
Why Choose Us?
- Certified Financial Planners (CFP®) with decades of combined experience
- Expertise in retirement planning, estate planning, and wealth management
- Personalized strategies to help you grow, protect, and preserve your wealth
Start planning your financial future today!