Chartered Values

chartered-values

Anchored in humility

Lack of vanity or self-importance, remaining modest whilst striving for excellence. We recognise that we are part of a team, part of an industry, part of a community and part of a Family. We accept constructive feedback and praise with modesty and acknowledge that success is a result of team effort. Humility is our true North, our internal compass that guides us successfully through life. It helps keep us on track because it is based on what is most important to us, our values: cherishing people and your relationship with them.

Challenge to think and live differently

We encourage you to create exceptional lives. At Chartered, we believe that through personal and professional growth and learning, we become thought leaders. To be true to this philosophy, we encourage thinking beyond the conventional: we challenge ourselves to embrace new ideas and opportunities to serve each other and our clients to the best of our ability.

Building lifelong relationships through caring

We are not just colleagues – we are a family. Our company culture is based on building enriching relationships with both our clients and colleagues. In fact, we see ourselves as part of the Chartered Family. Central to this is ensuring interactions between the Chartered Family are based on authentic relationships, recognising that we are all individuals with unique skills and requirements. We like it when you help a colleague become the best he/she can be.

Inspire trust through excellence

Anything worth doing is worth doing exceptionally. Striving to give clients the ultimate client experience encourages us to ask continually how best we can add value to each other. Average is not what we strive for but rather to ‘WOW’ each other. Trust is never cultivated by insincere relationships and mediocre commitment. Genuinely supporting and encouraging each other, committing our time and talents, and maintaining a positive attitude to our work develops trust and relationships of substance.

Contagious energy driven by passion

We appreciate enthusiasm, tenacity and resolve. We, the Chartered crew, are motivated by an eagerness that knits us together as a team with a common goal. We are sustained by our deep-seated belief that what we do makes a difference – to our clients, to our colleagues, to the company, and, ultimately to the industry and the national community. Everyone in the company is approachable, acknowledging that no-one can achieve our objectives without the rest of the team. Our dedication generates a climate of excellence, setting high standards for each member of the team.

  • Anchored in humility

    Lack of vanity or self-importance, remaining modest whilst striving for excellence. We recognise that we are part of a team, part of an industry, part of a community and part of a Family. We accept constructive feedback and praise with modesty and acknowledge that success is a result of team effort. Humility is our true North, our internal compass that guides us successfully through life. It helps keep us on track because it is based on what is most important to us, our values: cherishing people and your relationship with them.

  • Challenge to think and live differently

    We encourage you to create exceptional lives. At Chartered, we believe that through personal and professional growth and learning, we become thought leaders. To be true to this philosophy, we encourage thinking beyond the conventional: we challenge ourselves to embrace new ideas and opportunities to serve each other and our clients to the best of our ability.

  • Building lifelong relationships through caring

    We are not just colleagues – we are a family. Our company culture is based on building enriching relationships with both our clients and colleagues. In fact, we see ourselves as part of the Chartered Family. Central to this is ensuring interactions between the Chartered Family are based on authentic relationships, recognising that we are all individuals with unique skills and requirements. We like it when you help a colleague become the best he/she can be.
  • Inspire trust through excellence

    Anything worth doing is worth doing exceptionally. Striving to give clients the ultimate client experience encourages us to ask continually how best we can add value to each other. Average is not what we strive for but rather to ‘WOW’ each other. Trust is never cultivated by insincere relationships and mediocre commitment. Genuinely supporting and encouraging each other, committing our time and talents, and maintaining a positive attitude to our work develops trust and relationships of substance.

  • Contagious energy driven by passion

    We appreciate enthusiasm, tenacity and resolve. We, the Chartered crew, are motivated by an eagerness that knits us together as a team with a common goal. We are sustained by our deep-seated belief that what we do makes a difference – to our clients, to our colleagues, to the company, and, ultimately to the industry and the national community. Everyone in the company is approachable, acknowledging that no-one can achieve our objectives without the rest of the team. Our dedication generates a climate of excellence, setting high standards for each member of the team.

Teams at Chartered


We invite you to take a look at our expert and dynamic teams at Chartered Wealth Solutions: each plays a vital role in the success of the Chartered brand and operations. Read about each team and gain a better understanding of who we are.


Life at Chartered


Chartered’s company culture embodies a unique set of values, beliefs, attitudes and behaviours shared by all staff. We would love to share this with you and encourage you to consider what makes us distinct as a company. When an employee’s needs and values are consistent with the workplace culture, a workplace becomes a place of purpose and contentment.

    Why Chartered?


    Ingrid

    Ingrid

    The values of the company resonate with my personal values. The wheel of balance is a concept I really believe in. I am surrounded by people who are passionate about their jobs and making a difference in the lives of others. The interaction with the whole Chartered Family is a good experience which I look forward to daily.
    Belmira

    Belmira

    Coming to the office doesn’t feel like ‘I’m going to work’; it’s an environment in which learning is passionately inculcated by my colleagues. The privilege of working along-side people with vast amounts of knowledge and expertise is an honour.
    Philene

    Philene

    The Chartered Family philosophy has been amazing to experience. To work in an environment where excellence AND compassion coincide has been so special. I love that we make a positive difference in clients’ lives daily. This all takes place in the context of a company culture that cares about its people. What a blessing to be a part of something so unimaginably wonderful!
    Sam

    Sam

    I feel blessed to be a part of the Chartered Family because the Chartered values and ways resonate with me and I believe in what we do. The story of how Chartered started out and how it’s evolved into this successful and prominent financial planning business in South Africa is one I love to hear and ponder about. I hope that as time goes by, the core of Chartered remains and continues to improve and develop.
    Kerryn

    Kerryn

    Each day brings something new: a new challenge, someone new to meet with their own unique circumstances, which in turn means I am constantly learning and evolving.

    Join our Team


      Connect with Chartered

      Telephone: +27 11 502 2800
      Fax: +27 11 502 2812

      Email: info@charteredwealth.co.za

      Chartered Wealth Solutions is an authorised financial services provider

      Chartered House, 2 North Road, Dunkeld West, Johannesburg