Donovan Adams

Director of Chartered Wealth Solutions Eastern Cape

Plan well. Invest simply. Live generously.

Donovan’s motto wholly embraces Chartered Wealth Solutions’ holistic approach to RetiremeantTM planning. Donovan believes that money is a means to an end and not an end in itself. He holds that investing should not be overly complex, and often the best financial plans are the simplest ones. Don maintains a Christian worldview and prefers to see the positive in every situation.

Donovan, originally from Port Elizabeth, graduated with a BCom Honours degree in Business Management from the Nelson Mandela Metropolitan University in 2004. He obtained his Post Graduate Diploma in Financial Planning from the University of the Free State in 2008 and his CERTIFIED FINANCIAL PLANNER® status in 2010, whilst actively working in the industry. Don has since completed his Advanced Post Graduate Diploma in Estate Planning and Risk Management in 2012. In 2013 and 2014, he was a finalist and runner-up in the prestigious FPI Financial Planner of the Year competition.

He started his career as a financial planner in his family’s insurance business before working in London at Aberdeen Asset Management. After returning to South Africa, Don focused his career efforts in the financial planning industry and moved to Johannesburg to join Chartered Wealth Solutions in 2010. In 2015, he returned home to Port Elizabeth to open Chartered Wealth Solutions Eastern Cape, the first Chartered office outside Johannesburg.

Don is married to Tracey, and they have two daughters, Jennifer and Kathryn. Don is a pianist who enjoys song writing and assists occasionally in the worship ministry at church. He keeps active on the squash court and enjoys running and golf. He also has a passion for woodwork, in particular, wood-turning on his lathe.

Johannesburg Office
Tel: +27 11 502 2800
Eastern Cape Office
Tel: +27 41 001 1026
Western Cape Office
Tel: +27 21 001 0048
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Chartered Wealth Solutions is an authorised financial services provider
(FSP no. 13909)

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