Claurita Baard CFP®
Wealth Manager at Seed Investment Consultants (Pty) Ltd- Claim this Profile
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Bio
Sean Farrell
A truly caring professional. Claurita joined the Seed Investments team in May 2019. I have seen first hand how diligent and thorough Claurita is in her preparation and planning for her client engagements. She treats every client with the utmost care and professionalism and I have no hesitation recommending her. Claurita genuinely cares about her clients and colleagues and is a real asset to the Seed team.
LinkedIn User
I have been working with Claurita for many years and she has been excellent in advising clients on their financial needs, especially recently for clients looking to move abroad
Sean Farrell
A truly caring professional. Claurita joined the Seed Investments team in May 2019. I have seen first hand how diligent and thorough Claurita is in her preparation and planning for her client engagements. She treats every client with the utmost care and professionalism and I have no hesitation recommending her. Claurita genuinely cares about her clients and colleagues and is a real asset to the Seed team.
LinkedIn User
I have been working with Claurita for many years and she has been excellent in advising clients on their financial needs, especially recently for clients looking to move abroad
Sean Farrell
A truly caring professional. Claurita joined the Seed Investments team in May 2019. I have seen first hand how diligent and thorough Claurita is in her preparation and planning for her client engagements. She treats every client with the utmost care and professionalism and I have no hesitation recommending her. Claurita genuinely cares about her clients and colleagues and is a real asset to the Seed team.
LinkedIn User
I have been working with Claurita for many years and she has been excellent in advising clients on their financial needs, especially recently for clients looking to move abroad
Sean Farrell
A truly caring professional. Claurita joined the Seed Investments team in May 2019. I have seen first hand how diligent and thorough Claurita is in her preparation and planning for her client engagements. She treats every client with the utmost care and professionalism and I have no hesitation recommending her. Claurita genuinely cares about her clients and colleagues and is a real asset to the Seed team.
LinkedIn User
I have been working with Claurita for many years and she has been excellent in advising clients on their financial needs, especially recently for clients looking to move abroad
Experience
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Seed Investments
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South Africa
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Investment Management
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1 - 100 Employee
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Wealth Manager
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May 2019 - Present
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PSG Wealth Newlands
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South Africa
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Financial Services
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1 - 100 Employee
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Financial Planner
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Jun 2013 - Mar 2019
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PSG Wealth
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South Africa
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Financial Services
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700 & Above Employee
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Financial Planner
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Jan 2011 - May 2013
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Department of Health South Africa
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Hospitals and Health Care
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700 & Above Employee
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Community Service Dietician
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Jan 2010 - Dec 2010
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Education
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2013 - 2014
University of the Free State
Post-graduate Diploma in Financial Planning, Financial Services -
2006 - 2009
Stellenbosch University
Bachelor of Science - BS, Dietetics/Dietitian
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