by Kyle Furlong | Jun 1, 2022 | Uncategorized
Unaffordable food and fuel prices are raising developed market consumer inflation to multi-decade highs, while the Federal Reserve recently announced a 50-basis point hike in US interest rates from record lows. Thalia Petousis, portfolio manager at Allan Gray,...by Kyle Furlong | May 1, 2022 | Uncategorized
COVID-19 to a war in Ukraine, these major events have driven home an important life lesson: Expect (and plan for) the unexpected. When it comes to your finances, this means balancing the need to have some emergency cash available, with the long-term need for...by Kyle Furlong | Apr 1, 2022 | Uncategorized
Investing through market volatility can be challenging. Should you go to cash? What investments perform the best during a market selloff? Is it a good time to consider buying the dip? Often, the best time to evaluate or make changes to your portfolio...by Kyle Furlong | Feb 1, 2022 | Uncategorized
Despite taking steps to save, millions of South Africans are at risk of having to make significant lifestyle-related downgrades when they are no longer actively earning an income. Twanji Kalula explains why proactively revisiting your financial plan annually can help...by Kyle Furlong | Dec 1, 2021 | Uncategorized
As we approach the proverbial finish line after a long year, most of us are looking forward to a well-deserved break. However, as we focus on making memories with our loved ones and living in the moment, it is easy to lose sight of our long-term goals – particularly...| Cookie | Duration | Description |
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Liam matriculated from Crawford International Ruimsig in 2020 with 2 distinctions and a B+ average. He was a prefect as well as house captain and received half colors for leadership and rugby. He is currently undertaking his tertiary studies and will undertake his role as a para-planner until he completes his studies. He is new to the financial industry and is eager to learn more about the industry.
BCom: Financial Management (IIE)
After matriculating from St Stithians Boys College in 2016, Kyle started to gain industry experience as a part time para-planner within RWM, whilE pursuing his tertiary education. After gaining industry experience and completing his BCom Degree, Kyle has since established a sharper vision for his future through his combined passion of working with people and having an enthusiasm for investments. Kyle strives to develop friendly, lasting relationships with clients while assisting them in wealth creation through tailored advice.
Kirsten initially joined Resolute Wealth Management as an administrator/personal assistant, before advancing into the role of Practice Manager and Tax Practitioner. She matriculated with 4 distinctions, and since obtained a Professional Certificate in Taxation with SAIT (South African Institute of Taxation), where she graduated 2nd in her class. Kirsten is a registered Tax Practitioner with SARS , as well as a Tax Technician with SAIT. She enjoys working with numbers and is eager to grow her role within Resolute Wealth Management.
Diploma in Project Management Damelin
Bonnie was referred to us through Wade Shaw and joined our satellite Mossel Bay office. She holds a Project Management Diploma from Damelin which has enabled her to create processes and procedures to maximize efficiency. She has 20 years finance and administration experience spanning across multiple industries from corporate environments to start ups. She enjoys a challenge and is passionate about fostering long term relationships with our clients. She is always willing to go the extra mile to achieve objectives.
After matriculating from Sir Pierre Van Ryneveld high school in 2014, Lisa started working in the retail sector to save up for her studies as financial accounting has always been her passion. Lisa is currently working towards graduating with a BCom degree in business management from Oxbridge Academy. Enthusiastic to learn as much as possible about and excel in the financial planning industry, Lisa wishes to develop friendly and lasting relationships with clients and be an asset to RWM.
In the time that Yvonne has been a part of the RWM family, she has proved herself to be an intricate part of the team which has resulted in her swiftly moving into the role of filing clerk. She continuously shows a strong work ethic and accepts any challenges she is faced with head on. She is persistent in ensuring all tasks are completed accurately and timeously, and we hope we will be able to call on her professional assistance for years to come.
Lesley initially joined to take on the duel responsibilities of PA to Quinton Ralph as well as company receptionist. She has been in the Corporate World for over 30 years, the majority of which has been spent in the Financial Markets Field. Lesley brings her wealth of experience and knowledge. We are very pleased to have Lesley part of the RWM team.
BCom Marketing & Business Management (Damelin)
Kim is a BCom Marketing & Business Management graduate. After matriculating from Fourways High in 2017 she went on to pursue her degree. During her 2nd & final year of studies she worked part time in retail where she gained immense customer service skills amongst other important skills which she plans to incorporate into this industry. With this being her first professional job, she wishes to gain some valuable experience and to excel in this field.
Jillian matriculated from Brescia House in 2005. She was head of House and received full leadership colours. Jillian has been working as an administrator for last 7 years in various industries. Jillian has already become an integral part of RWM, and we are pleased to have her working alongside us.
BeD (Cum Laude)
Annie holds a BEd Degree in Education, which assisted her in the early part of her career for creating e-learning content. She then moved to the management role of an office for 15 years, before joining her husband, Wade, in the financial services industry. Her experience specializes in administration and personal assistance. Annie is a proud mother of three and enjoys time on the beach with family. We look forward to having her dynamic personality in the RWM team.
Having matriculated in 2014 from The Hill High School, she was eager to join the working world, and initially joined our team as a Receptionist before moving into the role of administrator. She obtained a Certificate of Merit for Outstanding Service as a member of the RCL Disciplinary Committee. She is inquisitive and is eager to enhance her existing skills and wants to learn as much as she can about financial planning. Chandler is looking forward to interacting with all of our clients and building a successful career with RWM.
Post Graduate Diploma in Financial Planning
Post Graduate Marketing Management (IMM)
Wade joined RWM in 2021, bringing his 30 years business experience and 7 years industry experience with him, making him a highly valued member of our team. He knows that his advice will have real life consequences and his goal is to assist clients to attain their dreams. Wade mastered his offering with a Post Graduate Diploma in Financial Planning which he attained in 2020 from UFS, along with his Post Graduate qualification in Marketing. He is able to assist clients with broad investment, group pension, retirement, risk, estate planning and business risk advise. With the RWM team, he will continually strive to cater for your individual or business needs.
Certified Financial Planner (Fellow of Financial Planning Institute)
Certificate in Investment Performance (CIPM)
BBusSc: Business Science (UCT)
Tessa began her career in the Financial Services industry in 2007, at Cidel Financial Group, a Canadian-based asset management firm dealing with high net worth private clients. She then went to Nedgroup Investments where she excelled as an investment consultant on the management team. Tessa’s passion for investments lead her to PortfolioMetrix, where she was responsible for business development within South Africa, enhancing top-end financial advisory practices in delivering a sophisticated, robust, high-integrity, hoslistic solution to their clients. More recently, Tessa wanted to indulge her passion for making a meaningful impact on clients’ lives and made the career change to financial planning at Chartered Wealth Solutions. Tessa joined RWM in 2019 as a private wealth manager, where she gets enormous satisfaction through enabling clients to enjoy a fulfilling, meaningful and purposeful life. She also sits on the investment committee, contributing to the integrity and robustness in managing clients’ investments.
Certified Financial Planner (Fellow of the Financial Planning Institute)
MComm: Financial Management (Rhodes University)
After completing his Master’s degree in 2014, James joined a prominent wealth management company in Port Elizabeth where he gained valuable industry knowledge before embarking on overseas travels. James joined RWM in 2016 as a Financial Advisor and has subsequently completed his Post Graduate Diploma in Financial Planning which is required to obtain the CFP designation. Prior to studying and working, James matriculated from Grey High School in Port Elizabeth in 2008. James offers a simplified and easy to understand approach to Financial Planning.
Post Graduate Diploma in Financial Planning
Angelo has been in the industry since 2004, after the advent FICA law changes. He started his career working as an administrator before completing his studies and becoming a fully fledged Wealth Manager at Ascent Wealth, before moving to RWM. Angelo believes in creating richer relationships with clients in order to support and provide them with the best advice, tailored to their financial goals.
Certified Financial Planner (Fellow of Financial Planning Institute)
International Commercial Banking Licentiate Diploma
Glynis has been in the industry for over 40 years. Glynis started off her career in Finance at Standard Bank where she climbed the corporate ladder from Branch Manager to offshore Area Manager. Glynis has specialised in financial planning for +/- 15 years, working at prominent financial planning institutions such as SP Wealth, and growing a strong client base through the honest and beneficial advice she has given to them. She strives to implement the values of honesty and integrity, and RWM is glad to have her knowledge and experience with the company.
Certified Financial Planner (Fellow of the Financial Planning Institute)
Advanced Diploma in Estate & Trust Administration (University of the Free State)
BComm – Specializing in Marketing Management – Cum Laude (UNISA)
Gareth completed his BComm: Marketing Management degree in 2012 achieving Cum Laude and has joined RWM after successfully completing 3 registered person’s exams which are evaluated by The South African Institute of Financial Markets. Gareth obtained his Post Graduate Diploma in Financial Planning in 2015 and successfully completed his CFP® board examination to obtain the highly regarded designation of Certified Financial Planner through the Financial Planning Institute of South Africa. He has since furthered his knowledge by completing his Advanced Diploma in Estate & Trust Administration, which provides additional services to our clients. Gareth is a Private Wealth Manager & our Fiduciary Specialist within the company.
Certified Financial Planner (Fellow of the Financial Planning Institute)
ICMQ – International Capital Markets Qualification (Securities Institute of London)
Quinton started his career in 1997 during which he joined a leading Financial Planning Company as a Para-Planner. He completed his qualifications in International Markets through the Securities Institute of London in November 1998. In 1999 he was promoted to the position of Financial Advisor. Quinton obtained his Postgraduate Diploma in Financial Planning through the University of the Free State & completed his (CFP) Financial Planning qualification through the Financial Planning Institute in 2001. Quinton formed RWM in 2004. He has completed his Representatives, Key Individual & RE3 Regulatory examinations. Quinton’s wealth of knowledge, leadership skills and experience has made RWM one of the leading financial planning practises. Quinton specializes in financial & retirement planning for high net worth individuals.