PRINT PROFILE
Tanya Joubert

Tanya Joubert

PSG Wealth Pretoria-East

FSP no: 728  
CERTIFIED FINANCIAL PLANNER®

Tanya is a CFP® professional. CFP certification is the only globally recognized mark of professionalism for financial planning.


REGION:

EXPERTISE:

Contact information

 
 
0861774000 / 0741310202
 
Lynnwood Bridge Office Park, Kaaimans Bldg 4th Floor, 4 Daventry Str, Lynnwood Manor, Pretoria, 0081
 
https://www.psg.co.za/branch-office/pretoria-oos-pretoria-east

About

Tanya Joubert has been working in the financial industry for more than 10 years, currently being a Wealth Adviser at PSG Pretoria East. She holds an honours degree in Investment Management from the University of Pretoria and is a Certified Financial Planner CFP®. Being passionate about her work, Tanya strives to affirm lifelong, wealth-generating relationships, providing clients with the highest levels of service and advice.

She started her career at Investec Private Bank before joining the experienced team of professionals at PSG. All financial plans provided to clients are bespoke and tailored to individual needs, while still adhering to PSG’s core business principles, strategies and values. Tanya manages her clients’ wealth alongside a core team of investment professionals with over 50 years’ experience combined.

Growing up on a farm, Tanya cultivated a love for animals and the outdoors, while also enjoying a good book and travelling to interesting destinations.

Company info

PSG Wealth
PSG Wealth is a division of the JSE-listed PSG Konsult, a leading financial services company. We focus on wealth creation, wealth preservation, asset management and insurance. Our advice-focused business is founded on personal service, lifelong relationships with clients, integrity, trust and transparency. PSG Wealth has been recognised as the Top Wealth Manager of the Year: Large Institutions in 2019, 2020 and 2021 in the prestigious Intellidex Top Private Banks and Wealth Managers Awards.

PSG Wealth Pretoria East
PSG Wealth Pretoria East forms part of PSG’s network of offices and has several times been named PSG’s Office of the Year. The office is committed to offering clients an unsurpassed investment and wealth management experience.

Tanya on Moneyweb

Trying to tighten your belt? Here are some extra loops

22 Apr 2022
From groceries, insurance and debt to utilities and petrol, Tanya Joubert of PSG Wealth Pretoria East shares tips on how to save on your monthly expenses. ...

Can a non-resident withdraw their full RA at 55?

13 Apr 2022
And will it be treated as a withdrawal benefit or a retirement benefit? ...

Should I invest in a fixed deposit account or unit trusts for my child?

4 Nov 2021    3
Consider interest, flexibility and tax. ...
SHOW MORE

Tanya's views

Is a TFSA an appropriate investment vehicle to save for my child’s tertiary education?

25 Feb 2022
Even though the investment case for this means of saving for university is sound, there are several additional important considerations that one needs to be aware of. ...

When investors need access to their investment capital

26 Nov 2021
A look at the degree of flexibility offered by different investment products. ...

11 ways to spring clean your finances

22 Sep 2021
A good spring cleaning of your finances is not only good for long-term financial health but is also beneficial for your mental well-being. ...
SHOW MORE

Instrument Details  

You do not have any portfolios, please create one here.
You do not have an alert portfolio, please create one here.
INSIDER SUBSCRIPTION APP VIDEOS RADIO / LISTEN LIVE SHOP OFFERS WEBINARS NEWSLETTERS TRENDING

Follow us:

Search Articles:
Click a Company: