Sanlam Financial Planner
Rolfesheridan Chetty
About me
My name is Rolfesheridan Chetty, and I am a Durban based Financial Adviser with a footprint spanning Johannesburg, Cape Town, and Durban. My primary role is to assist clients in building comprehensive financial plans that align with their unique financial needs, goals, and aspirations. I believe that financial planning is about more than simply investing money. It is about creating a tax-efficient financial structure that enables clients to maximize available tax benefits, make informed decisions, and build lasting financial security for themselves and their families. Before entering the financial services industry, I spent nine years in the medical field. Seven years ago, I made the decision to pursue my passion for finance, problem-solving, and helping people achieve better outcomes in their lives. My experience in healthcare, combined with my analytical approach to financial planning, provides a unique perspective when advising clients on risk management, protection planning, and managing expectations during life's uncertainties. My Motto Doing today's work today, so that tomorrow brings new opportunities.
My interests
- Spending time outdoors
- Hiking
- Camping
- Soccer
- Exploring nature
My qualifications & recent awards
Qualifications
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National Certificate in Wealth Management
Awards
PRODUCTS AND SERVICES
What we offer
Severe Illness Cover
Helps cover the unexpected costs of a dread disease, leaving you to focus on your health.
TOOLS & CALCULATORS
Explore resources to help you connect with a financial adviser.
CAMPAIGNS
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