Team Category: Wealth Creation Specialists

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Paul Greenwood

Paul is part of the Wealth Creation Team and is based at the Port Elizabeth branch.

Paul has always been interested in the world of finance and investments. He quickly realised that many people are unaware of the key principles of financial planning – largely owing to the lack of available financial education.

This has inspired Paul to obtain a degree and Post Graduate Diploma in Financial Planning and he is also a CERTIFIED FINANCIAL PLANNER® professional. Paul is passionate about giving his clients solid financial advice, and is determined to advise them on the most appropriate investment and insurance strategy that incorporates their life plans and goals.

Paul loves sport and making music. He is a huge tennis fan and has played the saxophone, flute and guitar. He believes in nurturing all facets of his life and keeps himself healthy.

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Wade Hoal

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.

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Tel: +27 21 001 0048
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