Meet our panelists – Sunél Veldtman
Sunél Veldtman: CEO of Foundation Family Wealth CFA®, CFP®
Sunél Veldtman is the visionary behind Foundation Family Wealth. She has a 21-year history in finance and has advised and consulted to some of the wealthiest families in South Africa. Sunél is passionate about helping people utilise their resources to bring balance and happiness to their lives.
Prior to launching Foundation, Sunél was a director at BJM Private Client Services. She was also a founding member of the firm’s management team. In her tenure of 17 years at the firm, she contributed to building a leading South African private client business. Sunél’s experience also includes trading on the money market, bond and equity markets, both locally and abroad, portfolio management, retirement planning and private client wealth management. With her background in economics and her deep understanding of the financial markets, Sunél has become a sought-after wealth manager.
Before her engagement at BJM Private Client Services, Sunél worked in institutional asset management and life insurance, where she gained experience in market research, investment marketing and fund management. Sunél is also the author of ‘Manage Your Money, Live Your Dream’, a financial guide for women. Sunél has the unique ability to make complicated financial matters straightforward and applicable. As a workshop facilitator and author, Sunél inspires individuals to use their money to live the life of their dreams.
She has a particular interest in financial wellness for women. Sunél holds an Honours Degree in Economics, is a Chartered Financial Analyst and a Certified Financial Planner as well as a Member of the Institute of Stockbrokers and the Financial Planning Institute.
Sunél is married to Corporate Financier, Pieter Veldtman, and is a mother of three. She loves
gardening, playing the piano and spending time on the family’s farm in the Karoo.