BRYANSTON FINANCIAL ADVISOR

TESSA LEFRERE
 Tessa Lefrere
Firm Resolute Wealth Management (Pty) Ltd
Suburb Bryanston
Address Eastbury House, Hampton Office Park, 20 Georgian Crescent East, Bryanston, 2196
See Map
GPS -28.018381, 26.038839
FSP Licence 13798
Languages English (in order of proficiency)
Email
Tel 0115140840
Cel 0832253921
Website www.resolutewealth.co.za
Qualifications
Post Graduate Diploma in Financial Planning from the University of the Free State
Certified Financial Planner(CFP®)
Certificate in Investment Performance Measurement (CIPM®)from the CFA Institute
Bachelor of Business Science Degree from the University of Cape Town
Completed Representatives, Key Individual RE3 examinations
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Investment and Retirement Planning Specialist
COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

Brightrock

EXPERIENCE

Tessa began her career in the Financial Services industry in 2007, at Cidel Financial Group, a Canadian-based asset management firm dealing with high net worth private clients. She then went to Nedgroup Investments where she excelled as an investment consultant on the management team. Tessa’s passion for investments lead her to PortfolioMetrix, where she was responsible for business development within South Africa, enhancing top-end financial advisory practices in delivering a sophisticated, robust, high-integrity, holistic solutions to their clients. More recently, Tessa wanted to indulge her passion for
making a meaningful impact on clients’ lives and made the career change to financial planning at Chartered Wealth Solutions. Tessa joins Resolute Wealth Management as a private wealth manager, where she looks forward to enabling clients to enjoy a fulfilling, meaningful and purposeful life. She also sits on the investment committee, contributing to the integrity and robustness in managing clients’ investments.

ABOUT FIRM

Resolute Wealth Management was established in 2004 as an independent wealth management practice. Our dynamic
and qualified team is committed to giving tailor-made financial advice and investment solutions. We pride ourselves
on professionalism, integrity, care, diligence and quality service.
Our aim is to build long lasting client relationships giving that personal touch through our approach to meet individual
needs and to ensure wealth and prosperity for our clients. One of the most credible and valuable forms of marketing,
and what we strongly believe in, is “Word of Mouth”. We pride ourselves in the fact that our clients are
gained through referrals of existing clients.
Currently, Resolute Wealth Management has in excess of 1000 clients and has approximately R2.7 billion of assets under management.

OTHER LISTED MEMBERS OF THIS FIRM

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R500000.00
Recurring monthly: R10000.00
Remuneration Fee only
Legal structure of employer (Pty) Ltd company
Number of staff 11 - 20
Indemnity insurance Insurance: yes
Value: R10000000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
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