Sunél Veldtman CFA®, CFP®

Chief Executive Officer

Author. Thought leader. Speaker. Strategic Thought Partner. As one of South Africa’s key female voices in finance, Sunél Veldtman advises, speaks and writes about how you can rethink and strategise your wealth and life. She is the founder and CEO of Foundation Family Wealth: financial partners that empower individuals and families to make strategic financial choices and manage their wealth to enable a successful life.

Sunél’s insight and expertise into the financial considerations and challenges for women have grown her understanding of the financial impact change has on all individuals undergoing a transition – from retirement to entrepreneurship, career changes, divorce and executive longevity.

With over thirty 30 years of experience ranging from stock market trading, portfolio management and offshore specialist, her strategic expertise is complemented by her keen understanding of relationships, values and people.

Recognised by the FPI for her expertise on women and finance, Sunél is the author of “Manage Your Money, Live Your Dream”, a manual for women on money. Her insightful weekly blog on the intersection between money and life has a keen following and has entrenched her as a thought leader in the industry.

A CFA Charter Holder and CERTIFIED FINANCIAL PLANNER® professional, Sunél was a founding director at BJM Private Client Services for nearly two decades. A dedicated lavender enthusiast, Sunél loves life with her three children in Cape Town, where she can be seen walking the trails in the surrounding mountains.