Team Category: Support Team

Shahzaadee Sidat

I love being part of the marketing team as I get to meet and connect with people and clients from different backgrounds. I take pride and ownership in my performance, which assists me in learning new and exciting things each day. It also helps develop creative ideas that help us make our clients and staff feel valued and supported.

Seeing people enjoy themselves and being able to connect and share experiences makes me happy.

Chelsea Bleekers

 love my role as a client relationship manager as I get to connect with different people daily. It makes me happy when clients are taken care of. I believe in building rapport and ensuring our clients feel valued. I believe in being knowledgeable and providing the best service to clients in an efficient and timeous way.

I have 2 children – we love swimming, gyming together and are regular beach goers. We also find ourselves in the kitchen often baking or cooking up a storm and challenging each other to see who serves the best dish (me of course). I enjoy listening to music, watching movies, and playing board and card games with my family.

Belinda-Anderson_web_pp

Belinda Anderson

Belinda’s acclamation towards Financial Planning was not always a decisive career path. In the theme of navigation, after school she took to a rather turbulent sea to find out what she was truly passionate about.

After taking a gap year in New Zealand in 2015 as a ‘Stooge’ formally known as a Student Teacher and gaining a wider understanding of what exactly she wanted to do and who she was, she still did not come to a career ‘epiphany’.

All she knew was that she had an enquiring, analytical mind and loved interacting with people. She then decided to hone in on these interests and majored in a BCom in Investment Management and Economics at Stellenbosch University in 2019. At a crossroads choosing between an Honours Degree in Economics and Financial Planning, she decided to venture into something different and new, pursuing her Post Graduate Diploma in Certified Financial Planning at the University of Stellenbosch Business School in 2020.

Her interest in finance was encouraged from a young age, as her mother always reiterated the importance of being financially independent and taking control of her own finances. The affinity towards empowering women to attest a mainly, male dominated Industry grew as she was inspired by key female businesswomen who have pioneered the industry. Subsequently she saw the gap that people needed for financial advice as people no longer have pension funds to soley rely on for retirement anymore. More and more people are realizing they cannot afford to retire and see the value in saving from a younger age in order to achieve their life goals.

In her spare time, she loves spending time with her family and friends, being outdoors (is an avid jogging enthusiast!) , has a soft spot for pets (all) and loves to hum a tune or two!

Chris-Mackie_web_pp

Chris Mackie

I studied a BCom Management Science at Stellenbosch University, majoring in Financial Management, Strategic Management and Investments. I’ve always been fascinated by finance but wanted to enjoy the relationship side of business. I therefore decided to pursue a Postgrad in Financial Planning through the University of Stellenbosch Business School.

I am a major sports fan of pretty much all sports and I enjoy watching sport, playing golf and tennis with mates in my spare time as well as enjoying the outdoors.

Anelisa-Mti_web_pp

Anelisa Mti

My passion for financial planning is helping clients in their respective journeys and building better relationships with their money. This is not just focusing on the rand value of their money but understanding how it can enable them to live the lives they envision.

I have B Com Financial Planning and Post Grad Diploma in Financial Planning from Nelson Mandela University, as well as completed my board exams to be a Certified Financial Planner.

I joined Chartered in January 2021 as an Associate Planner and come with over 6 years in the industry, starting from being an Article Planner at Consolidated Financial Planning in Port Elizabeth to Advisory Partner at Citadel Investment Services.

When not at work I love travelling and doing on activity that proves I am alive, so far bungee jumping off Bloukrans Bridge.

Bridget-Magubane_web_pp

Bridget Magubane

I joined Chartered in 2017 after having gained experience at a Financial Planning Practise for 7 years. I love helping our clients, and it gives me a great pleasure at the end of the day knowing that I have given our clients the “WOW” service that we as Chartered pride ourselves on. I have recently (March 2020) qualified with a Higher Certificate in Financial Planning and hope to study to become a CFP in the future.

In my personal time I love spending time with my family, especially my adorable 9 year old son, who is forever so inquisitive and bubbly. We love watching movies and chilling outdoors.

Tammy-Reddy_web_pp

Tammy Reddy

Tammy loves working with people and giving clients the best service she can offer. She says, “I am always up for a challenge and enjoy pushing myself”.

Tammy recently qualified with a Higher Certificate in Financial Planning and is currently working towards her advanced certificate. She has over 10 years’ experience in the Financial Services industry, also having previously worked for Old Mutual.

Originally hailing from KZN, Tammy enjoys experimenting with different foods. In her spare time, she loves to read and be creative with arts and crafts.

Savannah-Reich_web_pp

Savannah Reich

When it came to choosing a focal area for my studies, financial planning seemed like an obvious choice because I enjoy helping people. It also combines everything that interests me like tax and managing your money. I look forward to helping people secure their financial future for themselves and their family.

I studied at Stellenbosch University, where I completed my BCom in financial planning. I then went on to do my postgraduate diploma in financial planning and recently qualified as a CERTIFIED FINANCIAL PLANNER®

In my free time I enjoy reading, baking, spending time with family and friends and traveling to new places.”

Samantha-Ankoor_pp

Samantha Ankoor

Samantha worked as a Paraplanner for Chartered Wealth Solutions before leaving for the USA where she lived and worked for over three years.

She has been in the financial planning industry for five years and says that she has finally found her passion: to make a tangible and important difference in people’s lives. Her role as Paraplanner gives her the platform to relate to and collaborate with her clients and colleagues to make their experience with Chartered Wealth Solutions successful and for it to become an enduring relationship.

“Educating clients and understanding what they are really saying is very important in the RetiremeantTM planning process,” she says. Samantha believes that she can do small and seemingly insignificant things to make the world a better place, and it is this certainty that motivates her to make every day a happy one.

In her private capacity, Samantha is a proud and loving mother of two teenagers and a dedicated wife to her husband. Music being one of her great passions, she is an active member of her church choir, and spends a lot of her free time trying out new recipes and spending time with her kids.

Neo-Rametse_web_pp

Neo Ramatse

Having gained experience in the industry at Momentum, Neo joined Chartered Wealth Solutions as a means to pursue her passions and to continue growing. “My strongest motivator is to effectively help clients not only understand concepts around money, but also to assist them in achieving their goals and purpose in life,” says Neo.

Neo holds a BCom Degree in Marketing Management from the University of Pretoria as well as a Bachelor of Commerce in Business Management.

Neo loves spending time in nature to keep in touch with the beauty of creation and with her inner self. She also enjoys playing tennis, attending educational workshops, reading, and spending time with loved ones. She would love to learn about landscaping in the future.

Johannesburg Office
Tel: +27 11 502 2800
Eastern Cape Office
Tel: +27 41 001 1026
Western Cape Office
Tel: +27 21 001 0048
Connect with Chartered
chartered-logo-full

Chartered Wealth Solutions is an authorised financial services provider
(FSP no. 13909)

Newsletter Subscriptions

Subscribe to Chartered Wealth Solutions Communications

By clicking Subscribe, you consent to the processing of your personal information by Chartered Wealth Solutions in accordance with our Privacy Policy and acknowledge that this may include receiving newsletters and invites. You are aware that you may unsubscribe at any point.

© Chartered Wealth 2018 | All rights Reserved

0:00
0:00