Tom relishes the opportunity to meet new people, knowing that each has a unique story to tell; finding that ‘thing’ that they have in common inspires him. His keen interest in people and being able to listen attentively makes Tom a valuable member of the RetiremeantTM planning team.
Tom believes that respect is earned by granting it to others first. “The first step to achieving your goals is doing the hard work and not cutting corners,” he says. He follows the sage advice to treat others as he would like to be treated.
Tom has a BCom degree in Economics, Accounting and Tax, and a post graduate degree in Economics from Rhodes University. Tom worked at Investec Bank before starting at Chartered Wealth Solutions and is a CERTIFIED FINANCIAL PLANNER® professional.
Hailing from a large family, Tom’s idea of bliss is family holidays. He is very active and spends time outdoors at every opportunity. He has co-founded an educational trust that raises funds to educate an under-resourced candidate at a Tertiary level.
Chartered Wealth Solutions is an authorised financial services provider
(FSP no. 13909)