Team Category: Retiremeant Specialists

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Les Abrahamse

“Do what you say you are going to do” is the motto by which Les approaches RetiremeantTM planning for clients.

He believes that he makes a difference to his clients by maintaining service levels of excellence. His innate values are empathy and consistency which allow him to naturally exceed his clients’ expectations.

Les started his career in financial services in 1995, after identifying his desire to offer meaningful, objective and personal financial advice. Les is a registered Financial Planner and operates from the Cape Town area.

Les is married with three adult daughters and two grandsons and a granddaughter. Les can invariably be found outdoors, close to nature where he relishes motorcycle trips through mountainous meanders or exploring the wilderness by boat. He also makes time for running, golfing and sailing.

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Donovan Adams

Plan well. Invest simply. Live generously.

Donovan’s motto wholly embraces Chartered Wealth Solutions’ holistic approach to RetiremeantTM planning. Donovan believes that money is a means to an end and not an end in itself. He holds that investing should not be overly complex, and often the best financial plans are the simplest ones. Don maintains a Christian worldview and prefers to see the positive in every situation.

Donovan, originally from Port Elizabeth, graduated with a BCom Honours degree in Business Management from the Nelson Mandela Metropolitan University in 2004. He obtained his Post Graduate Diploma in Financial Planning from the University of the Free State in 2008 and his CERTIFIED FINANCIAL PLANNER® status in 2010, whilst actively working in the industry. Don has since completed his Advanced Post Graduate Diploma in Estate Planning and Risk Management in 2012. In 2013 and 2014, he was a finalist and runner-up in the prestigious FPI Financial Planner of the Year competition.

He started his career as a financial planner in his family’s insurance business before working in London at Aberdeen Asset Management. After returning to South Africa, Don focused his career efforts in the financial planning industry and moved to Johannesburg to join Chartered Wealth Solutions in 2010. In 2015, he returned home to Port Elizabeth to open Chartered Wealth Solutions Eastern Cape, the first Chartered office outside Johannesburg.

Don is married to Tracey, and they have two daughters, Jennifer and Kathryn. Don is a pianist who enjoys song writing and assists occasionally in the worship ministry at church. He keeps active on the squash court and enjoys running and golf. He also has a passion for woodwork, in particular, wood-turning on his lathe.

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Tom Brukman

Tom Brukman, a CERTIFIED FINANCIAL PLANNER® professional, heads up the Cape Town branch of Chartered Wealth Solutions. Having spent six years at the Johannesburg office, Tom answered the call home and moved back to Cape Town at the end of 2019.

Tom relishes the opportunity to meet new people, knowing that each has a unique story to tell; finding that ‘thing’ that they have in common inspires him. His keen interest in people and being able to listen attentively makes Tom a valuable member of the RetiremeantTM planning team.

Tom believes that respect is earned by granting it to others first. “The first step to achieving your goals is doing the hard work and not cutting corners,” he says. He follows the sage advice to treat others as he would like to be treated.

Tom has a BCom degree in Economics, Accounting and Tax, and a post graduate degree in Economics from Rhodes University. Tom worked at Investec Bank before joining Chartered Wealth Solutions.

Hailing from a large family, Tom’s idea of bliss is family holidays. He is very active and spends time outdoors at every opportunity. He has co-founded an educational trust that raises funds to educate an under-resourced candidate at a Tertiary level.

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Tiffany Havinga

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.

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Stephanie Bakhuis

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.

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Pat Blamire

Pat’s desire for peace of mind and personal freedom by having her own financial affairs in the best possible order, prompted her to pursue a career in financial planning, to help individuals in the same situation.

Pat believes that no effort is too much when it comes to her clients. She is determined to create perfectly accurate and thorough RetiremeantTM Plans, and her clients appreciate her sincerity and commitment to achieving the best possible solution for them.

Pat completed her Post Graduate Certificate in Advanced Taxation in 2002, and in her quest to learn more about retirement funds, she studied and became a CERTIFIED FINANCIAL PLANNER® professional in 2003. In 2007, Pat completed her Advanced Post Graduate Diploma in Financial Planning, specialising in investments and, in 2012, completed a further module specialising in Estate Planning. She is a member of STEP – Society of Trust and Estate Practitioners – and holds their TEP designation. Pat joined Chartered Wealth Solutions in December 2007, where she continues to guide her clients on their RetiremeantTM journey.

Pat is well respected in the industry and was a finalist in the FPI Financial Planner of the Year competition in 2010. She receives regular requests to write articles relating to financial planning, many of which have appeared in Personal Finance magazine and other publications. Pat has shared her financial planning expertise and insight on Summit TV, E-TV and Classic FM’s Classic Business show, and has delivered presentations at various industry gatherings.

Pat’s second love is nature, and she grabs every opportunity to visit the bush. In 2008, she completed her FGASA (Field Guide Association of South Africa) Level 1 qualification. She is a devoted mother and grandmother and has a zest for life and curiosity that continually brings her new goals and achievements. She is currently fascinated by the subject of intergenerational planning and is passionate about the next generation being responsible stewards of the family wealth.

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Maryanne Leicher

Maryanne believes that it is never too late for a new beginning in life, no matter how old you are. “If we are not challenging ourselves, we are not growing; if we are not growing, we are not living; and if we are not living, what is the point?” she asks.

Maryanne is a qualified Chartered Accountant and started her career as a Chartered Accountant in Standard Bank’s Global Markets product control division. She has a firm knowledge of tax and has had exposure to different tax regimes across a number of African countries.

Maryanne always wanted to make a difference in the lives of others and felt that the corporate world was just that … corporate. In 2014, she decided to change direction and upskill herself in another area of financial services, where she felt that her passion for the financial and tax world could combine with her passion for helping others.

She is a CERTIFIED FINANCIAL PLANNER® professional and obtained her Post Graduate Diploma in Financial and Tax Planning Law from the University of the Free State. She joined Chartered Wealth Solutions as a RetiremeantTM Specialist and is finally able to merge her two passions: finances and helping clients to live a truly meaningful life, enabled by their money.

Maryanne’s other passion is music. She has played piano for many years and has taken up guitar. She also enjoys spending quality time with her loved ones, making memories and remembering what is really important in life.

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Jason Appel

Jason believes that financial planning is more than just numbers reflecting risks and returns. He sees his career as an opportunity to enlighten people on how a RetiremeantTM Plan, comprising a solid Financial Plan, merged with a considered Life Plan, reflecting clients’ dreams and goals, can be the key to financial freedom.

Jason forms lasting relationships with his clients and peers who have a deep appreciation for his life principles. He values transparency, open communication, honesty and integrity and applies these values to give his clients objective advice, based on his experience and expertise.

After graduating from the University of Johannesburg in 2011 with a BCom Degree in Finance, Jason worked as a Financial Administrator for an industrial powder coating company. He started his career in financial planning with Sanlam in 2011 and completed his Honours degree whilst working as a Financial Planner and is a CERTIFIED FINANCIAL PLANNER® professional.

Jason is a creative person and enjoys finding solutions to problems. He loves writing his own music and playing the guitar. He likes to read and spending time with his family and friends.

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Christina Forman

Christina loves getting to know her clients and learning about what is important to them. She has an inquiring and caring approach to client meetings and the ability to build long-lasting, truly valuable relationships with her clients. Christina is inspired to help her clients achieve a truly unique RetiremeantTM Plan that fulfils their individual needs and aspirations.

Christina joined the financial services industry in 2000 and her passion to add value to her clients encouraged her to continue learning – she achieved her CERTIFIED FINANCIAL PLANNER® status in 2012.

Christina joined Chartered Wealth Solutions in May 2013 as a RetiremeantTM Specialist. She is thrilled to work for a company that has spearheaded the change in focus from crunching the numbers to building a “living” RetiremeantTM Plan modelled to the client’s needs and wants. Chartered Wealth Solutions’ holistic philosophies resonate with Christina and she has found great synergy between her beliefs and their client-focused approach followed by Chartered Wealth Solutions. With all the information available to clients today, Christina believes that they need help navigating the options available to them.

Christina is married to a photographer and has twin girls; spending time with them is a top priority in her life. She also loves to experiment in the kitchen when she is not doing research or reading.

Johannesburg Office
Tel: +27 11 502 2800
Eastern Cape Office
Tel: +27 41 001 1026
Western Cape Office
Tel: +27 21 001 0048
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