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Chantal Joy Roberts
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Trust score49%GrowingProfile snapshotSouth Africa, Vendor, Financial Services & FintechI am Chantal Roberts a Funeral Director (Undertaker), Burial Insurance Broker and Financial Advisor. I have been an Undertaker for the past 20 years and a Financial Advisor for the past 8 years.
I assist clients in protecting their income and their family's future. Due to the fact that I grew up in the heart of Tafelsig Mitchells Plain I have first hand experience as to how families become poorer when a bread winner or mother/housewife of the household pass on or the financial toll it takes when they have a stroke or a heart attack. So my aim is to go back into my community to educate them about what is available to help in times such as this - I know better so I do better.
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Profile completeness: 20 points. Up to 20 points
Verification: 20 points. Verified profiles receive the strongest score
Approved documents: 0 points. 5 points per approved document, up to 15
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Policy compliance: 9 points. Policy acknowledgements, up to 10
LanguagesEnglishCertificationsDiploma in Business Administration and Management, RE5, RE1, Wealth Management CertificateAvailabilityMonday to Friday 9am to 5pmLinkshttps://www.trinityfinancial.co.za/