At Chartered Wealth Solutions our team is also our Family. We are one of the largest independent and privately owned Financial Planning practices in South Africa. Our independence means that our clients receive objective advice. As an owner-managed company, we see clients daily, and our focus is always on the long-term interests of our clients and how we can support them. Our team of CERTIFIED FINANCIAL PLANNER®) (CFP®) professionals, Lawyers, Fiduciary and Tax Specialists, and Accountants, work together to give you, our clients, sound, unbiased financial planning advice that will help you Retire Successfully.

All our Planning Specialists are CERTIFIED FINANCIAL PLANNER® professionals who earn a salary with us. Because their income is not commission based, our Planning Specialists are able to truly focus on their client’s objectives and create a unique and personalised plan. Our teams in our additional in-house services at Invest, Legacy & Trust, and Tax include Lawyers, Fiduciary Specialists, Tax Specialists, Accountants and CFP® professionals. We believe that only with experienced, well-trained, and properly certified professionals can we create the kind of service and results that make us proud to be part of the Chartered Family.

Directors

John Campbell

John Campbell

Chief Executive Officer

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Barclay Hoar

Barclay Hoar

Chairman

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Kim Potgieter

Kim Potgieter

Director and Head of Life Planning

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James Carvalho

James Carvalho

Director

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Caroline Adams

Caroline Adams

Director

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RetiremeantTM Specialists

Christina Forman

Christina Forman

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Jason Appel

Jason Appel

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John Jervis

John Jervis

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Maryanne Leicher

Maryanne Leicher

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Pat Blamire

Pat Blamire

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Patrick Madden

Patrick Madden

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Stephanie Bakhuis

Stephanie Bakhuis

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Sybille Essmann

Sybille Essmann

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Tessa Lefrere

Tessa Lefrère

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Tiffany Venter

Tiffany Venter

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Tom Brukman

Tom Brukman

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Donovan Adams

Donovan Adams

Director of Chartered Wealth Solutions Eastern Cape

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Les Abrahamse

Les Abrahamse

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Wealth Creation Specialists

Craig Turton

Craig Turton

Head of the Wealth Creation Team

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Lisa McNaught

Lisa McNaught

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Wade Hoal

Wade Hoal

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Paul Greenwood

Paul Greenwood

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Support Team

Carmen De Goede

Adele Du Plessis

Paraplanner

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Ashley Archer

Ashley Archer

Articled Planner

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Avril Coetzee

Avril Coetzee

Paraplanner

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Carmen De Goede

Carmen De Goede

Paraplanner

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Holly Petersen

Esther Mabunda

Articled Planner

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Gail Oliasz

Gail Oliasz

Paraplanner

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Holly Petersen

Holly Petersen

Client Relations

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Kim Forbes

Kim Forbes

Life Planner and Writer

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Mbonisi Tshabalala

Mbonisi Tshabalala

Articled Planner

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Neo Rametse

Neo Rametse

Paraplanner

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Richard Jordaan

Richard Jordaan

Articled Planner

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Samantha Ankoor

Samantha Ankoor

Paraplanner

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Wendy Phaka

Wendy Phaka

Paraplanner

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Zanele Miya

Zanele Miya

Paraplanner

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Legacy & Trust Specialists

Kerryn Franck

Kerryn Franck

Director of Chartered Legacy & Trust

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Leonie Botha

Leonie Botha

Legal Advisor 

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Philene Spargo

Philene Spargo

Legal Advisor

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Tax Specialists

Charmaine Prout

Charmaine Prout

Director of Chartered Tax

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Lucy Nel

Lucy Nel

Senior Bookkeeper

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Tannith Ross

Tannith Ross

Senior Bookkeeper and Junior Tax Consultant

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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