Tessa believes that to succeed in life, she must be passionate about what she does, a principle that has guided her throughout her career. She has a wealth of experience in the investment world, having worked with respected fund managers and financial planners, assisting them in constructing the most efficient portfolios for clients.
Working at PortfolioMetrix for four years, Tessa gained valuable insights regarding investments: risk plays a crucial role in any portfolio; understanding this risk, and setting realistic client expectations builds trust.
Now at Chartered Wealth Solutions, Tessa feels that she can make a meaningful impact on the lives of her clients through listening, guidance and enrichment. “I am inspired to make a meaningful difference to clients’ lives; to enable them to enjoy a fulfilling, meaningful and purposeful retirement,” she says.
Tessa obtained her Bachelor of Business Science degree from the University of Cape Town. She is a CERTIFIED FINANCIAL PLANNER® and has a Certificate in Investment Performance Measurement (CIPM®) from the CFA Institute.
Tessa enjoys escaping to the African bush and is passionate about endurance events in trail running and cycling. She loves travelling, new experiences, personal growth and reading non-fiction. She is learning to play the guitar and is gaining confidence in the French language. She is a doting mother to her furry four-legged miniature schnauzer, Rhino.