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
Barclay Hoar
Barclay Hoar
Chairman
Kim Potgieter
Kim Potgieter
Director and Head of Life Planning
James Carvalho
James Carvalho
Director
Caroline Adams
Caroline Adams
Director

RetiremeantTM Specialists

Christina Forman
Christina Forman
Jason Appel
Jason Appel
Maryanne Leicher
Maryanne Leicher
Pat Blamire
Pat Blamire
Patrick Madden
Patrick Madden
Stephanie Bakhuis
Stephanie Bakhuis
Tiffany Havinga
Tiffany Havinga
Tom Brukman
Tom Brukman
Director of Chartered Wealth Solutions Western Cape
Donovan Adams
Donovan Adams
Director of Chartered Wealth Solutions Eastern Cape
Les Abrahamse
Les Abrahamse

Wealth Creation Specialists

Wade Hoal

Wade Hoal

Head of Wealth Creation
Paul Greenwood

Paul Greenwood

Wealth Creation Specialist & Associate Planner

Support Team

Carmen De Goede
Adele du Plessis
Client Relationship Manager
Ashley Archer
Ashley Archer
Associate Planner
Avril Coetzee
Avril Coetzee
Client Relationship Manager
Carmen De Goede
Carmen De Goede
Client Relationship Manager
Holly Petersen
Esther Mabunda
Articled Planner
Gail Oliasz
Gail Oliasz
Client Relationship Manager
Gratitude Mahlangu
Gratitude Mahlangu
Articled Planner
Hayley Giuricich
Hayley Giuricich
Associate Planner
Holly Petersen
Holly Petersen
Client Experience Manager
Marc Moir
Marc Moir
Articled Planner
Mona Manzambi
Mona Manzambi
Articled Planner
Neo Rametse
Neo Rametse
Client Relationship Manager
Richard Jordaan
Richard Jordaan
Articled Planner
Samantha Ankoor
Samantha Ankoor
Client Relationship Manager
Savannah Reich
Savannah Reich
Articled Planner
Sisonke Dani
Sisonke Dani
Articled Planner
Sophie Sunguza
Sophie Sunguza
Client Relationship Manager
Tammy Reddy
Tammy Reddy
Client Relationship Manager
Wendy Phaka
Wendy Phaka
Client Relationship Manager
Zanele Miya
Zanele Miya
Client Relationship Manager

Legacy & Trust Specialists

Kerryn Franck
Kerryn Franck
Director of Chartered Legacy & Trust
Leonie Jooste
Leonie Jooste, FPSA®
Legal Advisor
Philene Spargo
Philene Spargo, FPSA®
Senior Legal Advisor

Tax Specialists

Charmaine Prout
Charmaine Prout
Director of Chartered Tax
Lucy Nel
Lucy Nel
Senior Bookkeeper
Tannith Ross
Tannith Ross
Senior Bookkeeper and Junior Tax Consultant
Johannesburg Office
Tel: +27 11 502 2800
Eastern Cape Office
Tel: +27 41 001 1026
Western Cape Office
Tel: +27 21 001 0048
Connect with Chartered

Chartered Wealth Solutions is an authorised financial services provider
(FSP no. 13909)

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