Chaleen Beukes

I have started my career in the insurance industry in 1996 at Old Mutual. I then joined Sage life as a Broker Consultant and was then approached by Momentum Distribution Services where I was a Broker Consultant for three years. I started my career as a Financial Planner at Standard Bank in 2002. In 2004 FNB made me an offer that I could not refuse and I joined the First Rand Group as a Financial Advisor where I gained experience in different divisions from rendering financial planning to branch- as well as Commercial clients. It is also during this period that I obtained my Certified Financial Planner qualification through the University of the Free State. From 2011 until 2014 I was appointed as the Financial Advisor at RMB Private Bank Pretoria as well as FNB Private Clients Pretoria. I left the Banking industry in 2014 when I joined the Attooh group. My office is situated in Silver Lakes, Pretoria. I believe in the power of proper financial planning as I have witnessed and experienced it through the years. I have a wide range of expertise because of all the experience gained over the years. I can assist clients with their financial planning journey, including comprehensive estate planning, wills, risk planning, investment planning as well as retirement planning