About Us

Company Overview

Yegalan Chetty started the practice in 2002, after serving Sanlam for 13 years as a Senior Financial Planner and Assistant Branch Manager. He combines a detailed knowledge of personal group and organisational technologies with a broad background in business, entrepreneurship and education. With extensive knowledge of the challenges of management, the introduction of technologies and the dynamics of the Financial Services industry. His ideas for creating wealth draw on a set of well-tested theory and research obtained while in the Corporate Sector. The expertise is centred on the mobilisation of investments and tax-related advice in the interests of the Client.

Company History

1990

Service with Sanlam for 13 Years

Served as Senior Advisor with Sanlam Ormonde and served as Assistant Branch Manager

2002

Started Y Chetty Financial Consultants cc

Started offering Insurance and Investment advise as an Independent Financial Planner

2010

Start of Short Term Personal and Commercial Insurance

Expanded Advice and Intermediary Services to include Short Term Personal and Commercial insurance to ever-growing Graduate Professional and Business Clients

6 Steps to Financial Planning

Step 1 – Establish and Define a Professional Relationship

Step 2 – Gather Data and Set Goals

Step 3 – Analyse and Evaluate your Financial Status

Step 4 – Develop and Present Financial Planning Recommendations or Alternatives

Step 5 – Implement the Financial Planning Recommendations

Step 6 – Monitor the Progress of your Financial Plan