Chantelle De Villiers | firstname.lastname@example.org
082 638 2262
Strengths: Wealth Protection | Wealth Management | Retirement Planning | Corporate Funds | Business Assurance
I help successful people make good decisions about money so they can live exceptional lives.
My clients are my passion and I know that each individual has unique needs when it comes to their finances. I also understand that financial planning is more than statements and investing; it’s integrating life with finances. I partner long-term with my clients to construct their financial roadmap, moving them toward the life they dream about living.
Background: After getting two Bcom. Honours qualifications under the belt , I spent 7 years working in the international trade management team for Africa’s largest retailer. I always wanted to make a tangible difference in people’s lives so I decided to put my skills to work in helping individuals and Businesses reach their goals. My father’s inability to reach his dream of a good retirement inspired me to pursue a career as a financial adviser as I could see the positive impact I would have in providing good guidance to my clients so their story can be a successful one.