John lives his life in balance – incorporating work, family and interests – and sees the reward in this by encouraging his clients and colleagues to do the same. John believes that a business can only truly add value to its clients if there is a sincere concern for their well-being.
John has a Bachelor of Commerce degree from Rhodes University and is a CERTIFIED FINANCIAL PLANNER® professional. He joined the industry 24 years ago and bought his own practice in 1995. He merged his business with that of Barclay Hoar in 1997.
Apart from assisting clients with their RetiremeantTM Plans, John oversees the day-to-day running of Chartered Wealth Solutions, including strategy implementation. John was a finalist in the FPI Financial Planner of the Year competition in 2007 and won the award in 2008. John keeps up-to-date with the latest financial planning knowledge and trends. He has attended Financial Planning conferences in Australia and the United States and visited some of the top Financial Planning firms globally, so as to identify best global financial planning practice.
John has made several appearances on CNBC Africa, Summit TV and 702 Talk Radio, and has presented at a number of conferences and run workshops for Financial Planners around South Africa, including delivering a key note speech at the 2009 FPI Convention. He has written numerous articles for Business Day, Personal Finance newspaper and a number of magazines.
John is married to Angela and they have four children. He spends most of his free time with his family and also enjoys golf, tennis, running, fly-fishing and the odd 4×4 adventure.
Chartered Wealth Solutions is an authorised financial services provider
(FSP no. 13909)