Charné van der Walt
Charné van der Walt runs an independent fee-based firm called "Lemons into Lemonade Financial Planners CC" in Stellenbosch (email@example.com). She has been in the financial services industry since 1991 and her love for people and finances come together in her ability to consult and facilitate both individual and corporate clients in her unique "Lemons into Lemonade" way!
As a registered financial services provider with the Financial Services Board, she has completed a wide variety of courses which includes Estate Planning and Administration. She has also drafted Wills and Trust Deeds since 1996.
Charné has gained a reputation in the Boland-area for being artistic and original in supplying individuals and small to medium businesses with financial and budget advice.
Although she is convinced that a financial advisor should know the relevant legislation and its application pertaining to a specific situation, she does not believe in impressing clients with technical lingo. "My clients want the content of the information, but in their own language. This way they understand their role and are all actively involved in reaching their financial (and other) dreams!"
Where necessary, she works in conjunction with the client's lawyer and/or auditor but in general she takes into account the client's lifestyle, family situation, personal dreams and current financial situation.
Since April 2007 the company has expanded to serve South Africans worldwide. Her focus is to bring financial order to the policy portfolio and asset structures of the South African living abroad as well as providing them with complete tax advice and administration services.