Richard Jordaan

Articled Planner

Richard Jordaan

Richard’s motivation for doing what he loves is to help others. “The retirement landscape is significantly changing and people are living for much longer. Being able to educate and help our clients to achieve their financial and life goals is what I find fulfilling,” says Richard.

Richard loves working at Chartered Wealth, with its’ dynamic and caring culture, where the interests of both clients and employees are truly recognised. “The company has a unique and professional ethos and deeply cares about the wellbeing of their clients,” adds Richard.

Richard completed his BCom Investment Management Degree at Stellenbosch University and majored in Financial Management and Accounting. He then obtained a Post Graduate Diploma in Financial Planning and this is where his passion for financial planning started. Richard is working towards obtaining his CERTIFIED FINANCIAL PLANNER® status.

He has a keen interest in sport – especially soccer - and enjoys keeping active and spending quality time with friends and family.

Connect with Chartered

Telephone: +27 11 502 2800
Fax: +27 11 502 2812


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