Wesley Maguire

Wealth Planner at Portfolium Wealth

Port Elizabeth, Eastern Cape, South Africa

About

I am an ambitious, hard working and enthusiastic person, who loves meeting and interacting with different people which has lead to me to a career in financial planning. I enjoy being able to engage with people on a daily basis and most importantly assist them to reach their financial goals. Right now in my career, my goal is to learn as much as possible about all aspects of financial planning and entrepreneurship in order for me to reach my long term goals.

Experience

  • Wealth Planner at Portfolium Wealth
    Jan 2021 - Present · 5 yrs 7 mos

  • Wealth Manager at Efficient Wealth (Pty) Ltd
    Oct 2014 - Dec 2020 · 6 yrs 3 mos

    Wealth Management Investment Planning Retirement Planning Asset Management Estate Planning Risk Planning

  • Representative Under Supervision at Comprehensive Wealth Management
    Jan 2014 - Oct 2014 · 10 mos

    Investment Planning Retirement Planning Asset Management Risk Management Financial Management Estate Planning