Having gained experience in the industry at Momentum, Neo joined Chartered Wealth Solutions as a means to pursue her passions and to continue growing. “My strongest motivator is to effectively help clients not only understand concepts around money, but also to assist them in achieving their goals and purpose in life,” says Neo.
Neo is currently studying towards her Honours degree in BCom Business Management. She also holds a BCom Degree in Marketing Management from the University of Pretoria.
Neo loves spending time in nature to keep in touch with the beauty of creation and with her inner self. She also enjoys playing tennis, attending educational workshops, reading, and spending time with loved ones. She would love to learn about landscaping in the future.
Chartered Wealth Solutions is an authorised financial services provider
(FSP no. 13909)