Pat understands the importance of having financial peace of mind; her personal experience in keeping her own financial affairs in order urged her to pursue a career in financial planning. The freedom gained in achieving financial freedom led her to help individuals in the same situation.
Pat places her clients at the centre of her aim to achieve precision in her financial plans, creating the best possible solution for them.
Pat is a CFP® professional. She.has a post-graduate Certificate in Advanced Taxation, and a post-graduate Diploma in Financial Planning, to expand her expertise on retirement funds.
After qualifying in 2003, Pat joined Acsis as an Institutional Asset Consultant, consulting to retirement funds. In 2006, she completed her Advanced post-graduate Diploma in Financial Planning, specialising in investments, and in 2012 completed the module specialising in Advanced Estate Planning.
Pat joined Chartered Wealth Solutions 2007, where she continues to guide her clients on their financial journey into retirement.
Pat was a finalist in the Financial Planner of the Year 2010 competition. She regularly writes articles for various financial publications, and appears on TV talk shows.
Pat’s second love is nature, and grabs any opportunity to visit the bush. She has a Field Guide Association of South Africa (FGASA) Level 1 qualification. She is a devoted mother to two sons and has a zest for life and curiosity that continually results in new goals and achievements.