Our purpose is to care for our clients with true professionalism, with the Brokers always offering sound and impartial advice. We are proud of our independence and freedom to introduce products offered by a wide and varied selection of Product Providers. Such products may cater for the risk requirements of life, disability and serious illness or the provision of health planning. Short term solutions will be recommended when necessary.
While we maintain our close relationships with management of the leading collective investment schemes, the growth in our client base together with assets under management has allowed us to enter into a formal arrangement with MitonOptimal Investment Managers. This exciting development allows us to offer more competitive cost structures to our clients in our continuing efforts to reduce the fees of investment.
Estate planning is an essential function of our service together with the drafting of Wills.
MEET THE TEAM
(Senior Financial Advisor and owner)
Richard is the Managing Director of Chalford Wealth, with over 20 years of experience in the wealth management industry. Richard is truly passionate about building long lasting relationships with his clients and using his depth of domestic and international experience to coach his clients through their financial journey. This passion for providing a personal service to his clients and the passion he has for markets, has led to Richard building a successful wealth management business.
Richard is meticulous in his ongoing study of markets and maintains personal contact with the senior management at the major asset management institutions, thus ensuring a continuous understanding of prevailing views of market conditions.
DANIEL ESTERHUYSE CFP®, BCom, PGDip, MBA
(Senior Financial Advisor)
Daniel joined Chalford Wealth at the beginning of 2019 after having worked for over 10-years in the asset management industry. Daniel started his career in 2008 in the UK, after which returning to South Africa to further explore his passion for investment management.
Daniel has had an illustrious career having worked within well-known industry corporates. Initially with Standard Bank Financial Consultants, after which moving to PSG Asset Management where he became the manager of the private client business. Daniel then moved with the then CEO of PSG Asset Management, Adrian Clayton, to Northstar Asset Management after Adrian acquired Northstar, to head up the operations of the business.
Daniel’s qualifications, background in asset management and knowledge in delivering a high-end client service experience compliments the existing team and their passion for delivering a personal, independent, objective and holistic service.
JAYDEN LOOTS BCom, PGDip (Financial Planning)
(Senior Financial Advisor)
Jayden joined Chalford Wealth in 2014 and has played a significant role in developing the Medical Aid and Risk service offering within the business. Jayden also has a passion for the markets and is currently in his final year of completing a Post-graduate Diploma in Financial Planning.
Jayden’s clients love his “can do” attitude and appreciate his hands-on approach to making sure clients are receiving the best possible service. This hands on and caring nature is also translated in his extra-curricular activities where Jayden is a lifelong member of the Fish Hoek Surf Lifesaving Club, after many years of competing for the club.
(Head of Administration)
Originally having started her working life as part of the South African Air Force, Ereca runs her administration with military efficiency. Ereca joined Chalford Wealth in 2005. With her affable approach, she has been instrumental in building the strong client relations over the years. Ereca has been a cornerstone to Chalford Wealth’s client servicing and administration. With Ereca’s management of administration, a continuous pain point for clients, it has translated into low levels of discomfort for clients. Ereca is extremely knowledgeable on administering investment domestically and offshore and is our point-person for these administrative issues.
Courtney joined the Chalford Wealth Administration team in 2017 after completing her Bcom degree through Unisa. She is meticulous in her work and with her friendly, caring disposition enjoys going the extra mile for every client and their family. This nurturing personality means that Courtney is the perfect person to have on your side when dealing with complex claims, going above and beyond to ensure that her clients are treated fairly. Courtney has been instrumental in assisting Jayden develop the medical and risk service offering, having become the point-person for risk and medical administration and the claims process.
Nikki is our resident Olympian, having competed at the Beijing Olympics in 2008 and making it to the finals of the K4 Kayaking discipline. Nikki is an active member of the Fish Hoek community, giving back wherever she can. On weekends you will find her on the beach coaching the Fish Hoek Life Saving nippers team. Nikki joined Chalford Wealth in 2014 to focus on Administration and Marketing. Nikki’s kind and energetic personality personifies the Chalford Wealth’s client service experience and her goal-orientated personality keeps operations of the business moving forward.