It was a sad personal event that drew Sisonke Dani to a career in Financial Planning. When Sisonke was 19 years old, his mother passed away; he was executor of her estate. This was his first taste of Financial Planning, and it was daunting. “I had to sit with trustees to determine how the funds would be allocated between my sister and me,” Sisonke shares. It was his introduction to how investments worked.
“My lack of understanding grew my interest in Financial Planning,” he adds. After earning his National Diploma in Banking at the University of Johannesburg in 2015, Sisonke registered for his Financial Planning studies, starting with the Financial Bridging Program. Sisonke writes his CFP® examination in 2020, followed by the Board Examination.
With his introduction to the industry being so personal, when it came to employment, Sisonke had a specific mandate. “I had various options but helping clients had become more of a passion than a career, so I wanted to join a company where Financial Planning is done well, and dependents are well taken care of. I would not be where I am today had my mother not set aside resources for us,” Sisonke adds.
Sisonke says that he finds it rewarding to see Chartered help its clients have a meaningful retirement. “I also appreciate how Chartered is always looking to grow its employees and take care of them. Self-development is important to me, so Chartered is the right fit,” he affirms.
Helping the broader society remains a priority for Sisonke, creating his own initiatives to do so is something that we can expect to see from him in the near future.
Chartered Wealth Solutions is an authorised financial services provider
(FSP no. 13909)