ADVISOR PROFILE

Advisor Profile

Charlene Prinsloo, CFP®

Wealth Management Executive

I am passionate about making a difference in the lives of others, whether it is through their financial plan, or financial literacy. My aim is to ensure that each and every client I deal with is given unbiased and holistic financial advice.

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REPRESENTATIVE DISCLOSURE FORM

Mobile
+27 82 448 4940

Email
charlene@alphawealth.co.za

Linkedin
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Location
Johannesburg, South Africa

SPECIALIST AREAS OF EXPERTISE, BOTH LOCALLY & OFFSHORE

Corporate
Treasury Management

Pre- & Post-
Retirement Planning

Traditional & Alternative
Investment Management

Estate &
Legacy Planning

Business
Assurance Planning

PART OF A BIGGER TEAM

When needed, I connect my clients to various internal specialists within AlphaWealth as well as within external professional partners, locally and abroad, that I have worked with over many years. These areas include:

Tax
Legal, Fiduciary, and Estate Administration
Specialist Lending
Private Equity
Global Citizenship

ABOUT ME

I have been in the financial services industry for the past 8 years. I started my career as part of the Allan Gray Graduate Programme and from there moved to Investec Asset Management. It was during my time here that my passion for financial planning and literacy developed. Guiding my clients through the financial planning process and seeing them succeed has been incredibly rewarding.

Meet with us.

If you’d like to set up an introductory meeting, please get in touch with us.

Johannesburg

+27 11 707 1340

+27 11 706 9711

Alpha House,
Ballywoods Office Park,
33 Ballyclare Drive,
Bryanston

Cape Town

+27 21 683 1354

+27 21 683 1396

25 Protea Road, 2nd Floor,
The Terraces,
Claremont,
7708

Durban

+27 31 835 0400

+27 31 566 1310

Lincoln on The Lake,
2 The High street,
Parkside,
Umhlanga Ridge, 4319

Mauritius

+230 404 8015

4th Floor, Ebene Skies,
Rue de l’Institut,
Ebene,
80817,
Mauritius

About Us

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