Mona Manzambi was introduced to financial planning in her final year of her BCom Financial Management degree at the University of Johannesburg. “My passion was ignited by knowing that, as a financial planner, I will be improving the lives of people,” says Mona.
Mona adds that she finds purpose in seeing how she can contribute to the betterment of individuals and families in society. “As an Articled Planner, I am equipped to understand all the processes behind creating a great client experience, and to know how to support those processes.”
Mona also sees Financial Planning as a prestigious career, and wants to be that Planner who is distinguished by her character. She studied her Honours in Financial Planning and will shortly complete her Masters in Investment Management, with the focus of her research being on retirement. “Being a part of the Chartered Family means being a part of something that is greater than me,” she says.
Mona loves adventure, challenges and spending time at church and with friends and family. “I believe in living life to the full – making the most of every situation. I also enjoy diversity and learning about new cultures as I believe it enriches the soul,” she concludes.
Chartered Wealth Solutions is an authorised financial services provider
(FSP no. 13909)