Tessa Lefrere


Tessa Lefrere

CERTIFIED FINANCIAL PLANNER®

Tessa is passionate about guiding her clients on their RetiremeantTM journeys to Retire Successfully and to live the best version of their lives. “I am inspired to make a meaningful difference to our clients’ lives; to enable them to enjoy a fulfilling, meaningful and purposeful RetiremeantTM,” she says.

Tessa views RetiremeantTM as a time to live life to the fullest and enjoys coaching clients to embrace the philosophy to retire to something. “This is a chapter that gives back the most precious resource - time, when all the sacrifices made finally hold meaning,” adds Tessa.

“Since joining Chartered Wealth Solutions, I have been humbled by the way in which Chartered genuinely cares about their clients,” says Tessa. She feels that she is now in a position where she is able to make a meaningful impact on the lives of her clients through listening, guidance and enrichment. “We are here to make the RetiremeantTM transition as seamless and stimulating as possible, especially as our clients enter a realm filled with uncertainty and fear,” she says.

Tessa obtained her Bachelor of Business Science degree from the University of Cape Town. She is a CERTIFIED FINANCIAL PLANNER® and has a Certificate in Investment Performance Measurement (CIPM®) from the CFA Institute.

“I have always believed that to succeed in life, I need to feel passionate about what I do. And this principle has guided me throughout my career,” says Tessa. She has a wealth of experience in the investment world, having worked with respected fund managers and financial planners assisting them in constructing the most efficient portfolios for their clients. Tessa believes that risk plays a crucial role in any portfolio, and it’s in understanding this risk, and in setting realistic client expectations, that one builds trust. Tessa has spent the last four years working in the PortfolioMetrix team and has gained valuable insights regarding investments; its fundamental truths as well as its emotional aspects.

“I attribute my success to the sincerity of my relationships, the quality of service and sound investment knowledge that I provide to my clients,” says Tessa.

In her spare time she escapes to the African bush and is passionate about endurance events in trail running and cycling. Tessa loves travelling, new experiences, personal growth and reading non-fiction. She is learning to play the guitar and is gaining her confidence in the French language. She is a doting mother to her furry four-legged miniature schnauzer - Rhino. “My family and friends give my life meaning; I wouldn’t have a full heart without them,” says Tessa.

Connect with Chartered

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

Email: info@charteredwealth.co.za

Chartered Wealth Solutions is an authorised financial services provider

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