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Archives: Teams

Thembeka Cele

“Sometimes it’s hard to tell if retirement is a reward for a lifetime of hard work or a punishment.” – Terri Guillement.

This quote impacts majority of the working class worldwide and it is through such uncertainty that I was captivated by the employee benefits and retirement planning industry. I am passionate about the financial wellness of individuals (employees), businesses, families, communities, and society as whole. With a decade of experience on both corporate employee benefits and member education, I have become an advocate of always delivering the highest level of service and comfort to members and clients while thriving to exceed their expectations. I strongly believe that clear and intentional communication enhances trust and better relationships during the financial/retirement planning journey.

Academically, I hold a Bachelor of Commerce (Finance & Economics) and a Postgraduate diploma in Financial Planning. My short-term goal is to obtain a Certified Financial Planner certification.

In my leisure time, I enjoy genuine connections and making great memories with family. I am a soccer fan and I find music to be therapeutic.

Layne Govender

Layne has ten years’ experience in the healthcare industry across various client bases, from corporate to government to individual. She is passionate about healthcare and wellness and feels that when the right systems are in place, it provides peace of mind, allowing one to focus on other meaningful aspects of life. Layne believes in open communication and, most importantly, listening to the client’s needs in order to provide the best solutions.

She completed her Higher Certificate in Wealth Management and RE 5 in 2016. This year she will be pursuing her Advanced Certificate in Wealth Management. Layne says, “I pride myself on client service and satisfaction, and I’m always looking for ways to enhance the client experience.”

In her spare time, Layne enjoys getting stuck into a good book. She loves travelling and has an adventurous side, too; she is always up to trying any adrenaline-filled activities and would love to go skydiving regularly.

Barclay Austin Hilton Hoar

As Chairman and co-founder of Chartered Wealth Solutions, Barclay ensures that the company stays true to its vision to be the leading RetiremeantTM planning business in South Africa.

Early in his career, Barclay found meaning in financial planning through Life Planning, a process that, for the first time, allowed Chartered to help people merge their money with the plans that they have for their lives. “Now we can focus on what your money is for, balancing a return on life and a return on investment” says Barclay.

Overseeing the company’s business strategy combined with being the guardian of the company’s philosophy to approach Retiremeant™ as an holistic process where clients are able to get the most meaning from their money, gives Barclay his sense of purpose. “I am a visionary and an optimist, and I love facilitating change. An essential element to remaining valuable, relevant and proactive, is to learn and grow continuously as a company, so that we can meet the changing needs of our clients,” says Barclay.

Barclay is married to Jess and the father of Zoe and Thomas. He loves spending time away with his family, reading, swimming and playing a good game of tennis!

John Lamont Campbell

John has a Bachelor of Commerce degree from Rhodes University and is a CERTIFIED FINANCIAL PLANNER® Professional. He joined the industry 19 years ago and bought his own practice in 1995. He merged his business with that of Barclay Hoar in 1997.

John is currently Chief Executive Officer at Chartered Wealth Solutions, where his main responsibilities are overseeing the day-to-day running of the business, financial planning and strategy implementation.

John was a finalist in the FPI Financial Planner of the Year competition in 2007, and won the award in 2008.

John keeps up to date with the latest financial planning knowledge and trends. He has attended Financial Planning conferences in Australia and the United States and visited some of the top Financial Planning firms globally, to identify best global financial planning practice. He has made several appearances on CNBC Africa, Summit TV and 702 Talk Radio.

He has presented at a number of conferences and run workshops for Financial Planners around South Africa, including delivering a key note speech at the 2009 FPI Convention and participated in a panel at the 2014 Convention. He has written numerous articles for Business Day, Personal Finance newspaper and a number of magazines.

Merafe Samuel Ramono

Merafe Ramono is a qualified commercial lawyer, having completed his B.A. LL.B at one of South Africa’s premier law schools, the University of Cape Town. His experience covers the insurance, real estate and commercial fields.

He is a Director of Royal Africa Investments, a black economic empowerment company, which is a shareholder in Chartered Employee Benefits. Merafe is also one of the Black Economic Empowerment shareholders in Hudaco Industries Ltd, which is listed in the industrial sector of the Johannesburg Stock Exchange.

Currently, his primary focus as CEO of Gilgal Mining Supplies, a commodities trading company, is growing its footprint in the international market.

He has written articles on and has been invited to address the topics of procurement, transformation and wildlife conservation at conferences throughout Africa. As part of his duties as a patriotic South African, he facilitates conversations amongst leaders in organisations on the state of transformation in the country.

In his capacity as an elder of his church, the Amazing Grace Seventh-Day Adventist Church, he pursues his passion of responding to the age-old existential question: ‘What is the point to life?’

His favourite quotation, which influences his values and life-style, is by Dana Telford: “If the things we believe in are different from the things we do, there can be no true happiness.”

Yvonne Kegomoditse Molefi

Nene is the owner and Managing Director of Mandate Molefi HR Consultants.

Nene completed her Bachelor of Social Work from the University of Fort Hare, Honours in Social Science at the University of Cape Town and has a Masters in Leading Innovation and Change from York SJ University in York (UK).

Nene consults with multinational and local companies and has led large-scale culture change and leadership development projects. She is an internationally recognised speaker and often addresses the topic of change and leadership.

Nene sits on the Advisory Board of Auditor General where she gives advice on transformation. She is also the Director of two non-profit organisations (Community Aids Response and Umthombo Wesizwe Children’s Project).

Nene’s passion is people development and building effective, inclusive and highly productive teams.

Lyn Terblanche

Lyn lives her life by the following ethos: Trust in your core and you will never be wrong; believe in yourself and you will conquer the world.

Born in Zambia, Lyn matriculated in Johannesburg in 1977. She completed a Commerce Certificate at ACE College in 1978, and started her career in life assurance in the Policy Servicing Department at Ned- Equity. She was subsequently ‘headhunted’ by Allianz/Momentum in 1984 and joined them as the Departmental Head in their New Business/Underwriting/Claims section. They relocated to Centurion and Lyn, electing not to do the ‘distance run’, joined Patrick Madden at Robert Enthoven in 1986. Lyn moved with Patrick when he started his own brokerage in 1993. With his merger with the Chartered group in March 2015, Lyn is now part of the Chartered family.

“I am a HUGE animal and nature lover. I do endurance riding (the Comrades of horses). I have completed the famous Fauresmith ride – most difficult endurance ride in the world, second to the Desert ride. I cycle and gym to keep fit, which assists when I train for endurance. I love reading autobiographies and spending time in the bush” says Lyn.

Greg Pullin

Greg Pullin joined Chartered Employee Benefits Family in September 2019 and has brought in his Employee Benefits client base to establish the Cape Town office.

Greg is a CERTIFIED FINANCIAL PLANNER® Professional and qualified from the University of the Free State in 1991.

He started his career in the employee benefits administration department of a large international insurance company and gained valuable experience in the administration of large pension and provident funds, as well as managing various special projects for the organisation.

This experience and exposure proved to be a good base to expand his skills into the consulting arena and he moved to an international consulting firm, where he provided his clients with professional, independent and meaningful advice on how to structure their benefits and investments.

He was later approached to do specialised consulting to some large Cape based Municipal Umbrella Funds with their unique tax regimes, which are different to private sector funds. He also managed various special projects for these funds.

The exposure to many facets of the employee benefits industry has enabled Greg to provide the clients of Chartered Employee Benefits and Boards of Trustees ethical advice and valuable insights on how to structure their benefits and investments.

Greg continually strives to provide his clients with the “ultimate” solution that allows members to retire with adequate means. He is a strong advocate of the preservation of benefits during one’s working career to achieve this.

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