Tiffany is passionate about assisting her clients to live the best life they can – by together creating a RetiremeantTM Plan that includes a Life Plan, a Financial Plan and an Estate Plan. She believes in helping clients find the best possible financial solutions for a secure RetiremeantTM - one in which their financial plan fully supports the plans they have for their lives. “People should not spend their lives worrying about money. I know I add value each day that I help clients sleep well at night!” says Tiffany.
Tiffany joined Chartered Wealth Solutions in 2011. After achieving her CERTIFIED FINANCIAL PLANNER® status, she furthered her studies and obtained an Advanced Post Graduate Diploma in Financial Planning specialising in Estate Planning and Risk Management.
The hard work and discipline she applies to her work and achieving her goals are also evident in her personal life. Tiffany is passionate about spending time with her family, especially her beloved niece and nephew. She loves reading and spending time outdoors. Tiffany readily tries her hand at different sports, including off-road night running and modern dancing. She believes in life-long learning to keep the mind active, and healthy cooking and trying out new recipes is her new hobby.
Chartered Wealth Solutions is an authorised financial services provider
(FSP no. 13909)