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 RetiremeantTM 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 RetiremeantTM where money and meaning meet. For this reason, we put together your RetiremeantTM Plan using our unique holistic planning process.”
All our RetiremeantTM 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 clients’ objectives and create a unique and personalised plan - one that safeguards and grows your life savings, minimises risk, while keeping your life objectives firmly in mind.
We are an owner-managed firm, seeing clients daily, so our independence means that we are not driven by corporate directives, but by our mission to provide objective advice based on sound financial principles, to help our clients to Retire Successfully.
We invite you to start your journey with us by coming in for a conversation about RetiremeantTM.
John, Kim and Barclay
Barclay Hoar - Chairman | Kim Potgieter - Director | John Campbell - CEO
At Chartered Wealth Solutions, our passion is all about helping people to Retire Successfully. We see retirement as a new beginning, not as the beginning of an end. Our focus is on what you are retiring to. We believe that an important element in creating a successful retirement is to get the most meaning from your money. For us, RetiremeantTM means having the freedom to achieve your yet unfulfilled dreams and goals, on your terms and in your own time. Our experience shows that a holistic planning approach is the key that will lead to a happy and meaningful RetiremeantTM.
Our Wealth Creation Specialists are focused on delivering Financial Planning that's holistic: it considers your stage of career; your goals for you and your family; the most appropriate investment vehicles; and also takes into account detailed insurance planning to protect you and your family in worst-case scenarios. They will help you address and fix the issues that give you sleepless nights: How sound is my financial plan? What happens to my family if I'm ill and can't work? They will look at sound investment structures to safeguard and grow your savings and carefully design investment portfolios to get you optimal returns while managing the levels of investment risk acceptable to you.
While you're busy with your career, our Wealth Creation Specialists will help you navigate a complex financial world and create a sound investment strategy for your wealth journey.
Our core focus at Chartered Wealth Solutions is helping our clients to Retire Successfully with our RetiremeantTM process and RetiremeantTM Planning advice. The implementation of your RetiremeantTM Plan is also available through our Services listed below.
The Beacon is compiled twice a year and contains thought-provoking articles written by our Directors and RetiremeantTM Specialists. It also features Chartered client activities and inspiring client stories.
Our monthly Inflight newsletter offers inspiring insights into RetiremeantTM . Our articles are centered around the Wheel of Balance to help our clients live a fulfilling and meaningful life in RetiremeantTM.
Clients receive a weekly RetiremeantTM Tip as an inspiration to live their best lives possible in their RetiremeantTM years.
Our eBooks, written by Director Kim Potgieter, guide our clients to Retire Successfully by making their money work for them in RetiremeantTM.
Kim Potgieter shares a monthly blog that inspires readers to assess and understand their relationship with money. The blog features practical tools to guide a mindshift powerful transitions.
Chartered Wealth Solutions is an authorised financial services provider
(FSP no. 13909)