“I fell into financial planning by accident, actually. I’ve always tried to be financially literate, and that quest is what led me to financial planning,” says Yvette.
After she graduated with a BCom in Marketing Management, Yvette found her home at Chartered Wealth Solutions, starting in an administrative position to learn the basics of a career in Financial Planning. “I decided to further my studies in Financial Planning as I find helping someone make a holistic and cohesive plan for their finances so rewarding. I know then that their money (that they work so hard for) will enable them to live a rewarding life from their youth until they retire,” Yvette adds.
Having earned her Post Graduate Diploma through the University of the Free State (UFS), Yvette is currently working as an Articled Planner at Chartered Wealth Solutions, thereby obtaining the requisite experience needed to acquire the CFP designation.
Outside work, Yvette is addicted to the satisfaction and feeling of wellness that comes from exercising at her local gym. Often to be found at the cinema and theatres, Yvette loves telling stories through music and acting, and she is currently attending acting classes over the weekend.
Telephone: +27 11 502 2800
Fax: +27 11 502 2812
Chartered Wealth Solutions is an authorised financial services provider
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