Reporting From the Helm

//Reporting From the Helm

Reporting From the Helm

We continue to have exciting times at Chartered, and are always looking forward with a sense of anticipation.

Mike Turner Photography-0309Money + Meaning = Magic

The launch of Kim’s book Retiremeant at the beginning of 2015 was certainly well timed and largely set the landscape for the year ahead. Chartered has never launched marketing campaigns designed to aggressively grow the business. We have always taken the approach that taking good care of our clients engenders a sense of loyalty and trust, and much of Chartered’s success has been as a result of our clients referring friends and colleagues to us.

With the launch of Kim’s book, we all of a sudden entered the public domain and Kim was invited by all forms of media to share her story, from television to magazines to presentations on corporate and academic platforms. Kim has worked tirelessly travelling the country a few times over, but, as passionate as ever, she has enjoyed sharing her message about retirement.

One of our goals as a business is to be recognised as the leading retirement planning business and Kim’s book has certainly firmed our footprint in this space.

People power at Chartered

We continue to attract top calibre people to our business, ultimately for the benefit of all our clients. This year, Kristen Lalieu and Maryanne Leicher, both chartered accountants, joined the planning team. In addition, three of our team recently qualified with advanced CFPs, bringing our company total for this specialised qualification to a creditable eight.

The opening of our Eastern Cape office led Don Adams to move to Port Elizabeth to run that office; he has enjoyed much success there with Paul Greenwood lending administrative assistance. This development benefits our clients as many head for the coast once having retired from a Johannesburg post.

Other businesses in the group

Our extremely busy Chartered Legacy team received a much needed boost when Marelize Gloy, our second lawyer in the business, came on board to assist with Wills. Louise van Niekerk, with 18 years’ experience working in estate administration at two of our largest banks, brings a wealth of practical experience in winding up estates.

Chartered Financial Planning, our business looking after clients in their income-bearing years, continues to make inroads into this sector, although it remains a national challenge to convince this younger generation to save for an intangible and seemingly distant future.

Chartered Employee benefits has worked hard to prepare for the new retirement reform regulation, expected to be implemented in March 2016. The healthcare team is working around the clock to update clients on the changes to their medical schemes for 2016.

We will be hosting a forum for our retired clients who want to understand the changes and the impact on them for 2016.

Barclay, John, Kim


By | 2017-07-11T12:21:06+00:00 Dec 21, 2015|Reporting from the Helm|0 Comments

About the Author:

John is currently Chief Executive Officer at Chartered Wealth Solutions, where his main responsibilities are overseeing the day-to-day running of the business, financial planning and strategy implementation.

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