The journey begins here
ABOUT US
Charting your way to financial wellbeing.
STELLA ALDRED
CERTIFIED FINANCIAL PLANNER®
As an independent Wealth Manager/Coach and financial planner, I base my interaction with you, my client on the cornerstone of integrity, honesty, care and knowledge. Your interests are served by my 28 years of experience in the industry, enhanced by a uniquely specialised skills-set that is based on sound planning qualifications and expertise, together with partnering with the right people/organisations.
I firmly believe that I am defined by my passion for what I do! My success is evidenced and recognised by the plans that have been successfully implemented for my clients. For each, a lifetime commitment, a promise that through proper planning, failure would never be an option.
The advice given is never product based, but always solutions based. The solution provides an integrated view of all divergent aspects of your financial planning and investment goals/expectations. I pride myself on the skill to pull all the aspects of your financial planning and investment management together and to provide you with a comprehensive financial plan – your roadmap to financial freedom!
Testimonials
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“Stella always provides professional financial advice that is understandable and easy to apply. Long term financial decisions are generally difficult to understand but Stella simplifies the process and creates confidence in decisions taken”
Deon Posthumus
(Director - Levego) -
"Mev. Stella Aldred hanteer sedert 2015 my finansiele aangeleenthede. Sy is betroubaar, goed ingelig en lewer uiters bekwame en voortreflike diens. Sy is absoluut toegewyd en professioneel."
Annette Volschenk
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"Stella is an absolute God-send. She is friendly, professional but with a personal touch, and an expert in her trade. When we first met with Stella, unbeknown to us we were completely under insured and paying far too much. Thanks to Stella, today, we are completely covered and it's costing us less."
Lindsay Minuzzo
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After a 15 year relationship with Stella as my financial advisor, and looking back as I am reaching retirement age on the decisions we made when it comes to retirement planning, Investments and Estate planning, I can clearly see the benefits of making the right decision when it comes to deciding on a financial advisor that knows how to navigate through an environment that is full of Volatility, Uncertainty and Complexity.
Hennie Thessner
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I am very fortunate to have Stella as my financial adviser. Over a period of 18 years, she has consolidated my financial investments, insurance policies and estate management. She has ensured a comfortable retirement for my wife and myself. Stella's service has been conducted in a professional manner. Stella has also made sure my wife is included in all financial planning and decisions.
Lynn and Rob Puttick
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Stella is an excellent, proactive financial expert who has a keen insight with regards to financial matters and estate planning. Stella has been my business and personnel financial planner for more than 10 years, I am eternally grateful for all the wisdom and support she has given over the years. She comes highly recommended to anyone who struggles to understand finances and the implications of the decisions one has to make to ensure you and your family are taken care of.
Gerald Woollatt
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Ek het Stella Aldred 5 jaar voor aftrede ontmoet. My eerste indruk van Stella was dat sy baie professioneel, ingelig en passievol oor haar werk is.
Ek het Stella as 'n baie betroubare Finansiële Adviseur opgesom en sy het my van 'n volledige langtermyn finansiële plan voorsien. Stella sien my en my vrou kwartaalliks, sy is baie stiptelik, goed ingelig oor alle markte, gee baie duidelike terugvoer en bestuur ons finansies op 'n uitstekende en professionele wyse.Magda en Charles Conroy
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