Tanya is a CFP® professional. CFP certification is the only globally recognized mark of professionalism for financial planning.
|CONTACT NUMBER:||0861774000 / 0741310202|
|ADDRESS:||Lynnwood Bridge Office Park, Kaaimans Bldg 4th Floor, 4 Daventry Str, Lynnwood Manor, Pretoria, 0081|
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.
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.