At Chartered Wealth Solutions, we’ve worked hard to evolve our financial planning services, ensuring we provide you with the very best advice and offer a range of services to support you and your family throughout your financial journey.

Recently, we reflected on our future as a business and asked ourselves important questions: What could Chartered look like 10 years from now? What steps should we take to ensure we remain a future-fit business capable of meeting your needs in an ever-changing world? How do we ensure leadership succession and long-term sustainability for future generations? These reflections have led to some exciting developments:

Chartered Wealth Group

We’ve consolidated all our entities under the Chartered Wealth Group, which now includes Chartered Wealth Solutions, Chartered Legacy and Trust, WealthStrat, Chartered Tax, and our three regional offices. Group operations will be managed at the Group level, ensuring consistency and efficiency across the businesses. Meanwhile, our team of specialists remain embedded within their respective entities, focussed on delivering solutions to meet your unique needs.

Leadership for the Future

Kim Potgieter has been appointed Managing Director of Chartered Wealth Solutions, supported by an exceptional team of new Directors: Stephanie Ferreira, Tiffany Havinga, Jason Appel, and Tom Brukman. They join our current Directors, James Carvalho and myself, in leading the business forward.

Welcoming Victoria Reuvers

We’re delighted to welcome Victoria Reuvers as Managing Director of WealthStrat and a Group Board member. Victoria has worked alongside us for six years as Managing Director of Morningstar Investment Management. Over this time, she has become part of the Chartered family, so when she felt ready for a change, joining us felt like a natural next step.

Looking Ahead

I will transition to CEO of the Chartered Wealth Group, working closely with Barclay Hoar, Kim Potgieter and Victoria Reuvers under our Chairperson Kim Peddie to ensure Chartered thrives and continues to serve you with excellence.

As always, our commitment to you remains at the heart of everything we do. Our mission is to walk alongside you and your family, ensuring your financial plans are secure, effective, and aligned with your dreams and that you are cared for and supported on the journey.

John