Bespoke Financial Solutions:

Chanelle’s journey into the financial services industry began back in 2008, driven by an unshakeable passion for making a real impact on people’s lives. As a financial planner, her mission has always been to cultivate lasting relationships and guide clients toward their financial aspirations.

At KCE Estate Planning and Wealth Management Solutions, we uniquely combine the expertise of professional advisors, fiduciary specialists, and auditors/accountants to craft tailored financial solutions that reflect your distinct aspirations. Rooted in integrity, transparency, and trust, we collaborate to build lasting relationships while providing independent and reliable advice. Our strategic approach ensures your enduring prosperity by harmonising precise strategies, extensive knowledge, and unwavering professionalism.

 

Chanelle holds a postgraduate diploma in Financial Planning and is a member of the Financial Planning Institute (FPI) and Fiduciary Institute of Southern Africa (FISA), and has vast knowledge and experience in the following areas:

Financial Planning:

Personal Financial Planning
– Protecting you and your family against financial impacts of ill health or death.
Business Financial Planning
– Protecting your business interests against financial impacts of ill health or death.

Retirement Planning:

To ensure you can live your desired lifestyle during retirement.

Money Management:

Budgeting and cash flow planning.

Investment Planning and Wealth Management:

Make the most of your money today and in the future.

Estate Planning:

Leave a lasting financial legacy for your loved ones.

Contact us today to schedule your no-obligation consultation.

Kce Wealth

wealth@kceconsulting.co.za

061 783 4589

011 793 3686

Kce Financial Planning Process

 

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