Samantha worked as a Paraplanner for Chartered Wealth Solutions before leaving for the USA where she lived and worked for over three years.
She has been in the financial planning industry for five years and says that she has finally found her passion: to make a tangible and important difference in people’s lives. Her role as Paraplanner gives her the platform to relate to and collaborate with her clients and colleagues to make their experience with Chartered Wealth Solutions successful and for it to become an enduring relationship.
“Educating clients and understanding what they are really saying is very important in the RetiremeantTM planning process,” she says. Samantha believes that she can do small and seemingly insignificant things to make the world a better place, and it is this certainty that motivates her to make every day a happy one.
In her private capacity, Samantha is a proud and loving mother of two teenagers and a dedicated wife to her husband. Music being one of her great passions, she is an active member of her church choir, and spends a lot of her free time trying out new recipes and spending time with her kids.
Chartered Wealth Solutions is an authorised financial services provider
(FSP no. 13909)