Wendy Phaka enjoys the challenge of working with different clients. “It keeps me out of my comfort zone – I learn a lot and acquire knowledge,” says Wendy.
Passionate about what she does as a Paraplanner, Wendy believes in being knowledgeable so that she can do her work professionally and be of great service to clients.
“I think we should educate our young generation about the importance of looking after their money because it will look after them when they retire,” Wendy adds.
True to this philosophy, Wendy has committed to teaching her children about the importance of saving money; she looks forward to Mpho and Mahlogonolo being responsible managers of their money as they grow. Time with her family and friends is a priority to Wendy.
Telephone: +27 11 502 2800
Fax: +27 11 502 2812
Chartered Wealth Solutions is an authorised financial services provider
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