Contact Janean Today
Wealth Management Director
Growing up in South Africa, Janean suffered the loss of her father as a young girl, and the drama that followed because he didn’t have his financial affairs in order, continues to serve as her motivation to make a difference in the lives of families.
Janean’s story drives the vision, the passion, and care that flows through every aspect of Carbon Wealth Management, and through her 25 years of experience, she is able to provide personal guidance and is passionate about helping clients manage their financial affairs, helping them make prudent financial decisions, navigating complex, hard to understand intricacies of investment, financial markets, taxation, and the ever changing regulations. Janean will take time to understand your needs, goals and preferences and guide you along the way.
Though Carbon Wealth Management, Janean aspires to have a positive impact on the lives of her clients. She wants to take away the worry and replace it with peace of mind. And she wants her clients to be able to say comfortably that a plan is I place for the future of their family.
“I love financial planning as a whole but my real passion is helping families plan for the future. This is because of what I experienced as a young girl. Carbon Wealth Management is about financial security for families and businesses.”
Education, qualifications and memberships
- Dip.FS (FP)
- Certified Financial planner (CFP) South Africa, accredited to provide advice in Self-managed Super funds, Estate planning and ASX securities
- Financial Planning Association of Australia (FPA) – Associate Financial Planner (AFP)
Janean has over 25 years’ experience in the financial planning industry. Janean has operated her own successful financial planning business and was the founder of Legacy Financial & Legacy Succession Planning Pty Ltd through which she provided a holistic financial planning and wealth service to her clients. Her previous experience includes director of a financial planning practice at MVP Financial & Here Business & Wealth. Janean was a Certified Financial Planner ® in South Africa and also has experience trading shares for her clients on the Johannesburg Stock Exchange (JSE). Today Janean is a director of Carbon Wealth and is responsible for financial planning, wealth and investment management activities. She is passionate about helping clients manage their financial affairs.
We all imagine a better, brighter future. Partner with a financial planner to help you achieve your life goals and build a sustainable pathway for your future.