Estelle has 22 years’ experience in the financial services and banking industry. As a financial planner, she develops relationships with her clients based on trust and is committed to acting in their best interests. She uses her creativity and knowledge based skills to assist her clients to achieve their financial goals. Estelle is motivated and committed to share in the success of her clients, walking beside them every step of the way.
She spent the first ten years of her working career as a junior financial planner, investment specialist and fixed income sales specialist, locally and in the United Kingdom. She has spent the last twelve years in financial planning and wealth management, the last six years with Private Wealth Management who she joined in late 2014.
Estelle has a BCom Econometrics degree from the University of Pretoria, a Post Graduate Diploma in Financial Planning from the University of the Free State and is a certified Financial Planner.
She is passionate about meeting new people, travelling and embracing the experiences and adventures that come with that.