As a Paraplanner at Chartered Wealth Solutions, Zanele counts herself fortunate to have had the opportunity to grow into the role. “I was initially nervous to engage with clients over the phone,” she says. She has found great enjoyment in interacting with clients and realised that being the link between the Financial Planner and her client is central to the company’s philosophy of putting the client first.
Zanele is enthusiastic about being involved in educating the South African public on Financial and Life planning. “It is about more than just planning financially for RetiremeantTM,” Zanele says. “There are so many aspects of financial wellness, beginning with knowing what to do with the money you earn. Yes, budgeting is a good start, but being able to plan properly for all the transitions and unforeseen circumstances is so empowering,” she says.
Zanele seeks to communicate these values to her two children. “Spending time with them is a priority, and teaching them to be honest and to have integrity is important to me,” says Zanele.
Chartered Wealth Solutions is an authorised financial services provider
(FSP no. 13909)