Sharing money sense … the Chartered way

//Sharing money sense … the Chartered way

Sharing money sense … the Chartered way

John C SeptemberEach year, the Financial Planning Institute of South Africa (FPI) runs a Financial Planning Week, the aim of which is to increase the level of financial literacy in the country. In the words of the Institute itself, the event is “an exciting consumer initiative to make a real difference in the lives of normal South Africans and to raise awareness about CFP® professionals and professional financial planning”.

Companies, like Chartered Wealth Solutions, are invited to offer free financial planning consultations and workshops to consumers for the week.  This year, the Week ran from 25 to 29 August, and I was delighted that Chartered, having volunteered to be part of the initiative, was selected to run a financial literacy clinic for the staff of the Financial Services Board (FSB).

So it was that I, accompanied by planners, Donovan Adams, Jason Appel and Pedro Gomes, made our way to the FSB offices in Menlo Park in Pretoria in August to present our workshop. With the theme for 2014 being: “Get more out of life with a financial plan”, Chartered was well suited to perform the task. We also conducted complementary one-on-one consultations offering broad financial planning advice to the FSB staff members, which was most beneficial and much appreciated.

Part of the ethos of Chartered is to give back, and we happily contribute to a better savings and investment culture in South Africa.

Some of the suggested topics from the FPI include: family financial wellness; the retirement rules have changed; parents helping kids help themselves; students: plan for your success.  You may note a trend to educate the younger generation, and that is where Chartered has been focusing some attention of late.  Our Client Advisory panel recently placed emphasis on this and we are keen to contribute to this goal.

In keeping with this, our Chartered Financial Planning business is running an educational initiative for our clients’ adult children in October.  You should have received notification of this, but if you have not, feel free to contact Craig Turton at our offices. May I encourage you to submit the names of family, friends and colleagues in the 25-45 age range to by the end of September to receive an invitation to the workshop. We think that getting appropriate advice earlier gives young people such an advantage in reaching their financial and life goals.

I trust that you, our clients, are enjoying the sweet scents of Spring that herald fresh beginnings.

Warm regards
John Campbell

By |2017-07-11T12:21:22+00:00Sep 26, 2014|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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