Joelle believes in changing people’s perspectives on money: it should not define what they are able to achieve, but rather serve to enable them to achieve their goals. Her passion for the financial planning industry grows out of helping clients realise this, and she enjoys seeing them living the life they have dreamed of.
Joelle is diligent and thorough, believing that no detail is too small to overlook when getting to know clients and developing their financial plans. It is these qualities that enable her to deliver the best results, allowing clients to rest assured that all aspects of their finances are taken care of.
After graduating from the University of Pretoria with a BCom degree in 2011, Joelle began her career in the financial industry at Investec in 2012, and acquired her post-graduate diploma in Financial Planning in 2013. She joined Chartered Wealth Solutions in 2014 and is working towards obtaining her Certified Financial Planner status during 2015.
Living a healthy lifestyle is a priority for me. I am very active, be it in the gym or running, and the occasional Warrior Race. In my spare time I enjoy experimenting in the kitchen, reading and spending time with my family and friends.