Donovan Adams

CERTIFIED FINANCIAL PLANNER®

/Donovan Adams
Donovan Adams 2017-07-14T16:20:18+00:00

Plan well. Invest simply. Live generously.

Donovan believes that money is a means to an end and not an end in itself. He believes that investing should not be overly complex, and often the best financial plans are the simplest ones. Don maintains a Christian worldview and prefers to see the positive in every situation.

Donovan, originally from Port Elizabeth, graduated with a BCom Honours degree in Business Management from the Nelson Mandela Metropolitan University in 2004.

He obtained his Post Graduate Diploma in Financial Planning from the University of Free State in 2008 and CFP® (Certified Financial Planner) status in 2010, whilst actively working in the industry. Don has since completed his Advanced Post Graduate Diploma in Estate Planning and Risk Management in 2012. In 2013 and 2014, he was a finalist and runner up in the prestigious FPI Financial Planner of the Year competition.

He started his career as a financial advisor in his family’s insurance business before working in London at Aberdeen Asset Management. After returning to South Africa, Don focused his career efforts in the financial planning industry and moved to Johannesburg to join Chartered Wealth Solutions in 2010. In 2015, he returned home to Port Elizabeth to open Chartered Wealth Solutions (EC), the first Chartered office outside Johannesburg.

Don is married to Tracey. They have a young daughter Jennifer and another girl arriving in 2016. Don is a pianist who enjoys song writing and assists occasionally in the worship ministry at church. He keeps active on the squash court and enjoys running and golf. He also has a passion for wood work, in particular wood turning on his lathe.

You can contact Donovan at the Chartered branch in Port Elizabeth  on 041 001 10269 and 041 501 9700 or via email donovan@charteredwealth.co.za