Chantelle de Berg - Financial Planner
Johannesburg
Johannesburg
Embark on a journey to success with me as your financial adviser by your side, as your trusted financial mentor and friend.
Everyone’s economic and life situation is unique, and I keep that in mind when providing financial security advice.
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What do you love most about your job?
I am passionate about people, and supporting them on their financial journey. I am dedicated to learning about their personal goals. Together we will use them to build a financial security plan focused on their specific needs through:
Assisting with managing retirement savings portfolios.
Assist in making informed decisions on insurance cover best suited to needs.
Assisting with mapping a financial plan that can be adapted to ones lifestyle changes.
Through this kind of service and advise I am able to make a profound impact on peoples lives, and financial wellness and security.
Why should our clients choose you?
I understand my clients are in different stages of life: you might be purchasing a first home, financing a child’s post-secondary education or planning for retirement. I believe a financial security plan must reflect your personal or business situation and goals, and so will work to highlight the financial security products or solutions that best fit your goals. I can and look forward to supporting you in achieving this...
