Pat’s desire for peace of mind and personal freedom by having her own financial affairs in the best possible order, prompted her to pursue a career in financial planning, to help individuals in the same situation.
Pat believes that no effort is too much when it comes to her clients. She is determined to create perfectly accurate and thorough RetiremeantTM Plans, and her clients appreciate her sincerity and commitment to achieving the best possible solution for them.
Pat completed her Post Graduate Certificate in Advanced Taxation in 2002, and in her quest to learn more about retirement funds, she studied and became a CERTIFIED FINANCIAL PLANNER® professional in 2003. In 2007, Pat completed her Advanced Post Graduate Diploma in Financial Planning, specialising in investments and, in 2012, completed a further module specialising in Estate Planning. She is a member of STEP – Society of Trust and Estate Practitioners – and holds their TEP designation. Pat joined Chartered Wealth Solutions in December 2007, where she continues to guide her clients on their RetiremeantTM journey.
Pat is well respected in the industry and was a finalist in the FPI Financial Planner of the Year competition in 2010. She receives regular requests to write articles relating to financial planning, many of which have appeared in Personal Finance magazine and other publications. Pat has shared her financial planning expertise and insight on Summit TV, E-TV and Classic FM’s Classic Business show, and has delivered presentations at various industry gatherings.
Pat’s second love is nature, and she grabs every opportunity to visit the bush. In 2008, she completed her FGASA (Field Guide Association of South Africa) Level 1 qualification. She is a devoted mother and grandmother and has a zest for life and curiosity that continually brings her new goals and achievements. She is currently fascinated by the subject of intergenerational planning and is passionate about the next generation being responsible stewards of the family wealth.
Telephone: +27 11 502 2800
Fax: +27 11 502 2812
Chartered Wealth Solutions is an authorised financial services provider
Chartered House, 2 North Road, Dunkeld West, Johannesburg