Our passion is all about helping people to Retire Successfully. We see retirement as a new beginning, not as the beginning of an end. We believe that an important element in creating a successful retirement is to get the most meaning from your money.

Planning is the critical first step for the secure future you envision. At Chartered Wealth Solutions, we are pioneers and thought leaders in the retirement sector and are proud to be one of the largest independent and privately owned Financial Planning practices in South Africa.

We help our clients realise that it’s not about what you’re retiring from, but what you’re retiring to. We define Retiremeant^TM as having the freedom to achieve your yet unfulfilled dreams and goals, on your terms and in your own time. We specialise in helping you create a Retiremeant^TM where money and meaning meet. For this reason, we put together your Retiremeant^TM Plan using our unique holistic planning process.”