Additional In-House Services
At Chartered Wealth Solutions we’ve created a holistic process to plan for that secure future you envision, and we’ve extended that same principle to our in-house services. Our experience shows that we can create better results when our Specialists in key services, such as Invest, Legacy & Trust, and Tax, work together with your RetiremeantTM Specialist to implement your plan. This enables us to offer you something unique: a well-designed plan for your RetiremeantTM where every aspect has been thoughtfully considered and expertly implemented. With our trusted partners, we can ensure that you will receive excellent service in every aspect of your RetiremeantTM Planning journey. For those just beginning on their journey to financial security, our team of Wealth Creation Specialists will help you on the road to Retire Successfully.
Our Wealth Creation Specialists are focused on delivering Financial Planning that’s holistic: that takes into consideration what stage of career you’re in, what your goals for you and your family are, what the most appropriate investment vehicles are, and detailed insurance planning to protect you and your family in worst-case scenarios.
Every one of our clients have their own unique circumstances and requirements. Because our Legacy and Trust Specialists are part of the Chartered Family, we work hand-in-hand with your Retiremeant™ Specialists which ensures that we have a holistic view of your Retiremeant™ Plan. Our legal expertise coupled with the insights gained from your Life Planning and Financial Planning process, means that we have all the insight available to offer you a unique and truly comprehensive Estate Planning Service.
Tax planning is an integral part of the RetiremeantTM planning process, whether it’s for your Estate, Will or Trust. We have an experienced team of Tax specialists and accountants in-house, and they work closely with your RetiremeantTM Specialists to create a holistic view of your financial picture. This enables them to ensure that you draw your Retiremeant™ income as tax efficiently as possible. We want you to be in the optimum position with regard to taxes. Our experience shows that with a five-year lead time in Tax Planning, your results can be greatly improved. That’s why we place such an emphasis on our holistic planning process.
Chartered Wealth Solutions is an authorised financial services provider
(FSP no. 13909)