Stephanie derives most satisfaction from her work in seeing how comprehensive and professional advice benefits clients. For Stephanie, working at Chartered Wealth Solutions is about more than just the task of crunching numbers and compiling financial plans; it is an opportunity to engage with clients in a more meaningful way, using sound financial planning and life principles. Stephanie enjoys engaging with people, learning more about them and creating truly unique RetiremeantTM Plans for her clients – making a significant difference in their lives.
Stephanie has a passion for RetiremeantTM planning and loves engaging with clients about this holistic process. She has a keen interest in sharing her knowledge on the importance of saving in young adult years and the best way to do this.
She completed her BCom and Post Graduate Diploma in Financial Planning at NMMU and attained her CERTIFIED FINANCIAL PLANNER® status in 2016.
Stephanie enjoys the outdoors, going for a run and playing hockey. She loves music and spending time with her loved ones and friends.
Chartered Wealth Solutions is an authorised financial services provider
(FSP no. 13909)