John joined the Financial Services Industry in 2003 as a Business Consultant, then became a Financial Planner and Managing Director of Healthcare at the Gallet Group. He is a CERTIFIED FINANCIAL PLANNER® and completed his Advanced Postgraduate Diploma in Financial Planning Law in 2009, specialising in Estate Planning and Risk Management. He is a member of the FPI (Financial planning Institute).
John joined Chartered Wealth Solutions in 2010 to focus on Financial Planning in the Retirement space. His ability to understand his clients’ needs, his background in psychology and education, and his own personal life experiences help John in his aim to exceed client expectations.
John enjoys his educational role in the lives his clients. He is reliable, sincere and genuinely interested in his clients’ stories. His philosophy of “the truth will set you free” and having his clients’ best interests at heart, ensure he gives the correct advice for each individual.
John enjoys an active lifestyle of cycling and participating in triathlons. He is married to Monique and has three beautiful children, identical twins Gregory and Matthew, and Mark.
You can contact John at Chartered House in Johannesburg on 011 502 2800 or via email johnJ@charteredwealth.co.za