Especially for our RetiremeantTM Community

‘Retire Successfully’ isn’t just our tagline; it’s why we get up in the morning. That’s why we created a website dedicated to helping you plan for and take advantage of opportunities, whether you are near, at, or in RetiremeantTM.

The Retire Successfully website is a resource for sharing stories, connecting with other RetiremeantTM clients; it contains articles and good advice for planning, preparing for and living in this next chapter of your lives. It’s not about what you’re retiring from, but rather what you’re retiring to.

Entertaining at Chartered House

Enhancing the RetiremeantTM journey is at the heart of entertaining at Chartered House. Our events and functions are aimed at supporting our extended Chartered Family – our clients – to live their lives in balance. We introduce our clients to others going through the same transition, and we share with and inspire each other through learning, fun and new experiences.

Our functions are structured around the Wheel of Balance which incorporates all the areas that we believe enrich the RetiremeantTM years to a more rewarding chapter. We invite our clients to a variety of events such as financial talks (where we discuss economic affairs and investments), sporting activities such as our bowls and golfing leagues, and a range of workshops focussed on retiring successfully.

We have been inviting clients to “lunch with John and Kim” for over six years now. This is our opportunity to learn and serve our clients better. During these lunches our clients become our Directors and share their insights and ideas on how we could improve our service and support offerings. We certainly take this feedback to heart and have learnt so much over the years about how we can enhance our service to our clients.

Our lifestyle lunches are also structured around the Wheel of Balance. Some of our past speakers include Kate Turkington with her talk on living a brave life in retirement, Dr Motara discussing wellness and health, and Colleen-Joy with her enneagram workshop on understanding your personality type and that of significant other people in your life.

Our yearly quiz night and pantomime events are firm favourites for our clients and staff alike. These are such fun get-togethers enjoyed by our clients, their children and grandchildren.

We firmly believe that our role is not only to help you plan for and prepare for your retirement. We see our role as one of continuous support during your RetiremeantTM years – making this the grandest adventure of your life!

    What our Clients say about Chartered Wealth

    “What I appreciate about Chartered Wealth is their understanding that how you think about money is influenced by your personality and life experiences. Having been a housewife all my life, I was happy to leave the running of our financial affairs to Rodney – I really was and, to an extent, still am ignorant regarding financial matters. It has been good for me to learn more about this area and I have peace of mind in entrusting our hard-earned money to professionals whom we have come to trust in the few years of our association”

    Johanna Martheze

    “A few years ago, we realised that, through hard work and circumstance, we had accumulated a valuable potential that would enable us to contemplate an unexpectedly good retirement, but we needed help to put our finances in order. We also needed help on strategy and structure to start preparing for our retirement. We were most fortunate to be introduced to the people at Chartered Wealth. Our finances have now been well structured in parallel with counselling on a matching life plan”

    A JSE-listed Group CEO

    “From the first meeting, it was obvious that this is a company with people who care about their clients, and also their employees. Chartered has a unique business model that entails the staff making an effort to create a life-time relationship with their clients. In addition, travel talks, comedy shows, lifestyle talks, movie nights and charity events provide a well-balanced and nurturing aspect to our financial well-being. Staff members always join the clients and get to know us better and we, in turn, become more comfortable with our financial advisors”

    Cathy Upton

    “Chartered Wealth assisted us with the transition into retirement. We have had very good returns on our investment and we enjoy the social aspect that Chartered offers. We have also taken advantage of the legal department and updated our wills. We are very happy with Chartered Wealth’s service”

    Marilyn Bayliss-Lane

    “When I have dealings with Chartered, I always get a sense that we are part of a family – they look at you holistically. Seeing my money grow in my monthly statement gives me confidence that my finances are in good hands”

    Rodney Martheze

    Client Videos

    Terry and Audrey O’Donoghue

    Audrey and Terry chose Chartered Wealth Solutions as their RetiremeantTM Planners as they saw value in the unique Life Planning service.

    After very demanding and successful corporate careers, Terry and Audrey are now retired. Terry and Audrey have embraced their life in retirement and spend time appreciating the African bush, and discovering more of Africa and Europe.

    Terry has been able to enjoy his passion of photography, capturing the many memories that their retirement brings, while still consulting. Audrey loves people and carries out her wellness work from their farm.

    Ronelle and Brian Baker

    Ronelle and Brian Baker have been Chartered Wealth Solutions clients since 2002 and have embraced our Life Planning service.

    They are both retired after leading successful careers. Ronelle was a part owner and founder of an IT Company and Brian established his in sales, graphic design and printing.

    Together, they see their retirement as time to live life and achieve their dreams the way they’ve always wanted to.

    Ralph and Cecilia Auret

    Ralph and Cecilia are long-standing clients of Chartered Wealth Solutions. Ralph recently retired after selling his share of the business to his partner.

    Ralph and Cecilia love travelling, and have recently visited Russia and Croatia – just two of the many destinations on their bucket list. They also enjoy spending time at their holiday home in Mossel Bay. Ralph was always concerned that he would not be busy enough in retirement – now he wonders where he found the time to work!

    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)

    Subscribe to our newsletters

    Subscribe to our Newsletters