Director & Financial Planner
PGDip Financial Planning
Areas of expertise: Retirement Planning, Wealth Management, Risk Planning, Estate Planning, Personal Short-Term Insurance
I specialise in assisting clients with retirement planning, wealth growth and protection. I take great pleasure in meeting clients and fostering long-term relationships.
As an independent financial planner, I am free from any allegiance to specific companies, enabling me to provide the most suitable solutions tailored to each client’s unique needs.
I have over 15 years of experience in the Financial Services industry. I began my career at Liberty Life and then moved to Discovery before managing the niche financial planning division at NMG Benefits.
In 2020, I founded Chatfield Wealth & Retirement to offer truly unbiased advice, free from the influence of larger corporations. We have since built an excellent business, delivering exceptional service and advice to our valued clients.
In my spare time, I love spending time with my wonderful wife Janet and our two dogs, Walter and Daisy. I also enjoy quality time with friends and playing padel and squash.
Financial Advisor
BCom Business Administration
(Working under supervision of Paul Chatfield)
Areas of expertise: Retirement Planning, Wealth Management, Risk Planning, Personal Short Term Insurance, Medical Aid
Providing independent and unbiased advice is essential to adequately meeting each client’s needs. I offer expertise in Life Insurance, Investments, Financial Planning, Medical Aid and Short-Term Insurance.
I excel at helping clients and their families prepare for every possible outcome, both now and in the future.
I have been working in financial planning services for the past 6 years. I hold a BCom in Business Administration, and I am currently studying towards my honours in Financial Management.
In 2020, I started working for Chatfield Wealth & Retirement.
In my spare time, I enjoy reading, meditating, and spending quality time with close family and friends.
Administrative Executive
I keep the business “engine room” running efficiently. While Paul and Debisha are busy advising clients, I handle most of the administrative work, ensuring everything operates smoothly behind the scenes. My passion for client service drives me to always be available to lend a helping hand and provide support whenever needed. I take great pride in my work and strive to create a seamless experience for both clients and colleagues.
In my spare time, I enjoy exploring the mother city and uncovering its hidden gems with my family and friends. Whether it’s visiting a new café, hiking a scenic trail, or attending local events, I love discovering what the city has to offer. This passion for exploration not only enriches my personal life but also inspires me to bring fresh perspectives and ideas to my professional role.