Chartered Specialised Workshops

We help you think deeper about money and how to get the most out of it.

We offer clients and corporate employees several exciting and in-depth workshops, focused on career stage and money. Spend some time with us and we’ll help you rethink what retirement means and how you’re going to get there. We can help you shape your money journey and merge meaning and money into a holistic plan.

Retire Successfully

Your journey to living a meaningful and balanced life in RetiremeantTM

This six-hour workshop is aimed at those approaching retirement, typically from age 50 and above, and is designed around Chartered’s belief that this is a beginning and not an end. The workshop focusses on a new definition of RetiremeantTMhaving the freedom to achieve your yet unfulfilled dreams and goals, on your terms and in your own time. Each workshop includes interactive exercises to get the participants to think about the aspects of their life that influence their goals, dreams and hence their financial futures. The workshop is structured around a personalised workbook for each participant, a support pack take-away that contains vital information including useful tips, such as how to choose a Financial Planner and what a valid Will should contain.

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Intentional Investing

Your journey to merging your money with your life

This six-hour workshop is for people who are still earning and creating their wealth legacy, typically between the ages of 35 and 50. It’s based on Chartered’s philosophy that a holistic plan includes a Life Plan, Financial Plan and an Estate Plan. We believe that focusing only on your finances is short-sighted: your Financial Plan and the plan you have for your life are intertwined. This means that the way you structure your investments depends on what you want to do with your money. The workshop maps out the steps to devising an effective Life Plan, thereby creating a purposeful foundation for your Financial Plan.

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Your Money Journey

Understanding your relationship with money

This four-hour workshop is aimed at helping you understand your money journey and the relationship you have with money. Your money journey is the subconscious tale you tell yourself about who you are and it is reflected in what money means to you and the decisions you take around it. How you choose to think and feel about money will influence your relationship with money. The workshop will take you through a five-step process that will help you make significant positive changes to the role of money in your life and how you feel about money. This process can be one of the most empowering things you do for your life. A clear understanding of your money journey can start a whole new chapter where you are able to change that story, rewrite that chapter and start making money serve you – instead of the other way around.

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Workshops Clients


An insightful presentation that changed the way I think about money and has made me more conscious about the long relationship I need to have with my financial plan.

I have learnt a lot about retirement. The importance of the wheel and learning new skills. To be wiser when investing money. I want to give thanks to Anglo American to give us such great opportunities about our future

Relevant, Interesting & Constructive. A very comprehensive discussion on retirement. Lots to think about and plan. Thoroughly enjoyed the session. Thank you

Really enjoyed the session and would to encourage my wife to have a planning session with yourselves

Johannesburg Office
Tel: +27 11 502 2800
Eastern Cape Office
Tel: +27 41 001 1026
Western Cape Office
Tel: +27 21 001 0048
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Chartered Wealth Solutions is an authorised financial services provider
(FSP no. 13909)

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