Wade is a valuable member of the Wealth Creation Team at Chartered Wealth Solutions. He is a CERTIFIED FINANCIAL PLANNER® whose priority is to build relationships with his clients.
“I believe in an independent and ethical approach to financial planning and try to build relationships with people rather than selling them a product. I pride myself on behaving in a strictly professional manner, never compromising on loyalty to others and having strong ethical values,” says Wade. Being a strong relationship builder, Wade spends a lot of his time understanding the current and future needs, hopes and dreams of his clients. This enables him to advise on the most appropriate Investment Strategy for his clients.
Wade heads the Wealth Creation Team with both experience and ambition. He says, “I strive to grow my expertise by interacting with a wide range of role players in the financial industry across the country: financial planners, advisors, asset managers and broker consultants.”
To further expand his knowledge, Wade spends time reading up on financial markets, politics, sports, different cultures and current global affairs.
An avid sportsman, Wade enjoys time on the cricket field and golf course. “I believe in the saying ‘healthy body, healthy mind’ which is why you will often find me in the gym” he says.
Chartered Wealth Solutions is an authorised financial services provider
(FSP no. 13909)