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Our Values

At Chartered Wealth Solutions our values are the guiding principles that shape our culture, behaviour and decision-making.

Inspire trust through excellence

Anything worth doing is worth doing exceptionally. Striving to give clients the ultimate client experience encourages us to ask continually how best we can add value to each other. Average is not what we strive for but rather to ‘WOW’ each other. Trust is never cultivated by insincere relationships and mediocre commitment. Genuinely supporting and encouraging each other, committing our time and talents, and maintaining a positive attitude to our work develops trust and relationships of substance.

Challenge to think and live differently

We encourage you to create exceptional lives. At Chartered, we believe that through personal and professional growth and learning, we become thought leaders. To be true to this philosophy, we encourage thinking beyond the conventional: we challenge ourselves to embrace new ideas and opportunities to serve each other and our clients to the best of our ability.

Anchored in humility

Lack of vanity or self-importance, remaining modest whilst striving for excellence. We recognise that we are part of a team, part of an industry, part of a community and part of a Family. We accept constructive feedback and praise with modesty and acknowledge that success is a result of team effort. Humility is our true North, our internal compass that guides us successfully through life. It helps keep us on track because it is based on what is most important to us, our values: cherishing people and your relationship with them.

Building lifelong relationships through caring

We are not just colleagues – we are a family. Our company culture is based on building enriching relationships with both our clients and colleagues. In fact, we see ourselves as part of the Chartered Family. Central to this is ensuring interactions between the Chartered Family are based on authentic relationships, recognising that we are all individuals with unique skills and requirements. We like it when you help a colleague become the best he/she can be.

Contagious energy driven by passion

We appreciate enthusiasm, tenacity and resolve. We, the Chartered crew, are motivated by an eagerness that knits us together as a team with a common goal. We are sustained by our deep-seated belief that what we do makes a difference – to our clients, to our colleagues, to the company, and, ultimately to the industry and the national community. Everyone in the company is approachable, acknowledging that no-one can achieve our objectives without the rest of the team. Our dedication generates a climate of excellence, setting high standards for each member of the team.

Our Values

At Chartered Wealth Solutions our values are the guiding principles that shape our culture, behaviour and decision-making.

Inspire trust through excellence

Anything worth doing is worth doing exceptionally. Striving to give clients the ultimate client experience encourages us to ask continually how best we can add value to each other. Average is not what we strive for but rather to ‘WOW’ each other. Trust is never cultivated by insincere relationships and mediocre commitment. Genuinely supporting and encouraging each other, committing our time and talents, and maintaining a positive attitude to our work develops trust and relationships of substance.

Challenge to think and live differently

We encourage you to create exceptional lives. At Chartered, we believe that through personal and professional growth and learning, we become thought leaders. To be true to this philosophy, we encourage thinking beyond the conventional: we challenge ourselves to embrace new ideas and opportunities to serve each other and our clients to the best of our ability.

Anchored in humility

Lack of vanity or self-importance, remaining modest whilst striving for excellence. We recognise that we are part of a team, part of an industry, part of a community and part of a Family. We accept constructive feedback and praise with modesty and acknowledge that success is a result of team effort. Humility is our true North, our internal compass that guides us successfully through life. It helps keep us on track because it is based on what is most important to us, our values: cherishing people and your relationship with them.

Building lifelong relationships through caring

We are not just colleagues – we are a family. Our company culture is based on building enriching relationships with both our clients and colleagues. In fact, we see ourselves as part of the Chartered Family. Central to this is ensuring interactions between the Chartered Family are based on authentic relationships, recognising that we are all individuals with unique skills and requirements. We like it when you help a colleague become the best he/she can be.

Contagious energy driven by passion

We appreciate enthusiasm, tenacity and resolve. We, the Chartered crew, are motivated by an eagerness that knits us together as a team with a common goal. We are sustained by our deep-seated belief that what we do makes a difference – to our clients, to our colleagues, to the company, and, ultimately to the industry and the national community. Everyone in the company is approachable, acknowledging that no-one can achieve our objectives without the rest of the team. Our dedication generates a climate of excellence, setting high standards for each member of the team.

Life at Chartered


As employers and employees, we all share a commitment to our “Chartered DNA” – the essence of who we are, what we do, and what makes us unique. A core element of our DNA is our distinct company culture which embodies our values, beliefs, attitudes, and behaviours. We believe that when an employee’s needs and values are consistent with the workplace culture, our workplace becomes a place of purpose and contentment.

We grow our team through:

  • Professional life coaching and coaching training
  • Dare to Lead, Brené Brown’s breakthrough leadership programme
  • Access to skills development, such as tertiary qualifications, certifications and courses
  • Personality tools such as Strength Finder, Enneagram and TEAMs
  • Mentorship
  • Reward and recognition programme
  • Diversity, Equity, Inclusion and Belonging workshops
  • Team-builder activities
  • Monthly company Business Breakfasts
  • Company Culture workshops
  • Give-back initiatives

Available vacancies


Junior Financial Planner

Location
Kwa-Zulu Natal
Full time, on-site

Articled Planner

Location
Johannesburg
Full time, on-site

    Why Chartered


    Tammy
    Chartered genuinely cares about the people who use our services and the staff who work hard to achieve great care and want the best experience for both. They are true to their values.
    Adele
    At Chartered, all employees feel important; each staff member makes you feel so welcome when you join. This is how Chartered makes clients feel: they receive personal attention. Chartered helps their clients with not only the financial side of retirement, but also the life planning side.
    Philene
    The Chartered Family philosophy has been amazing to experience. To work in an environment where excellence AND compassion coincide has been so special. I love that we make a positive difference in clients’ lives daily. This all takes place in the context of a company culture that cares about its people. What a blessing to be a part of something so unimaginably wonderful!
    Kerryn
    Each day brings something new: a new challenge, someone new to meet with their own unique circumstances, which in turn means I am constantly learning and evolving.
    Tom
    Chartered allows me to grow in the perfect path by creating a challenging and mentoring environment which is enabling me to reach my full potential.
    Avril
    Chartered assists people to prepare for the road ahead.
    Matthew
    Chartered Wealth is no stranger to investing time, wealth and thought into each person. Not only do they see the people they want us to be, but the people we actually are.
    Charmaine
    When you are inspired by some great purpose, some extraordinary project, all your thoughts break their bounds. Your mind transcends limitations, your consciousness expands in every direction and you find yourself in a new, great and wonderful world. Chartered Tax has been my great purpose.
    Bridget
    I love working at Chartered because of the warm-hearted people I work with – they are always eager to help and allow me to be myself. I love the relaxed environment which makes it easy for me to do my work as best as I can.
    Sean
    Financial Planning, if done correctly, can improve a person’s life for themselves and their loved ones. It’s a privilege working for a company that gives its clients holistic planning and advice to ensure they can live the life they deserve.
    Ray
    Chartered has given me the opportunity to begin fulfilling a lifelong career dream of being someone who can truly assist others with their financial affairs through holistic financial planning. The family and culture at Chartered are a rare spectacle and the company genuinely has everyone’s best intentions in mind. I truly believe this is a strong component of what makes Chartered the success that it is.
    Sinethemba
    The Chartered Family is an impactful community that offers a WOW experience not only to its clients but to employees as well. I cannot think of a better environment to build my career. Chartered provides great support, encourages learning, and gives opportunities for development and empowerment.
    Matthew
    Working for Chartered has shown me just how important it is to form a bond with your client and truly understand their needs on a personal level. I am truly privileged to learn how to be the best financial planner I can be in such a nurturing environment.
    John
    I had a dream to give clients the ultimate financial planning experience and am humbled by an incredible team who together have inspired me and made this dream a reality.
    Barclay
    Seeing the real value we add to peoples’ lives, every single day, through the inspired teamwork and shared values of the whole Chartered family is why I love working at Chartered.
    Kim
    I love being part of an innovative company whose goals are to give clients a wow experience and make sure it is the ultimate place for staff to work at. Going to sleep at night knowing you have truly helped clients to retire successfully is very rewarding.
    James
    I love working at Chartered Wealth for the simple reason the principles within which the business and the staff operate are honest, pure and ethical and this resonates with me.
    Caroline
    It’s the best place to work, we are unique, no one does financial planning like we do, it’s like a family, I am proud of what we do.
    Katleho
    I like working for Chartered because success in the company is measured by the value the company brings to the lives of the clients, and to the lives of its employees. The company culture of prioritising the needs of others is a trait I would like to see permeate more facets of my own life.
    Pat
    I love the amazing people that have become my family. It’s a place which not only allows a healthy and positive work environment but also where I am continually encouraged to be myself.
    Donovan
    I get the privilege of assisting people to get the best life they can from their money.
    Jason
    Chartered Wealth is a family and I love the people I work with. Chartered gives me the opportunity to explore my passion for Financial planning!
    Sue
    At Chartered Wealth, I am positively challenged by those around me every day, while also having a work environment that priorities the well-being of their staff as well as the success of their client desires.
    William
    It has been a privilege to work for Chartered as they encourage me to learn and experience as much as I can to grow as both a professional and individual. I love being able to work for a company knowing that both the clients and employees experience is valued above all else.
    Liza
    Chartered has created an environment for me to be challenged and to grow personally and professionally. Since day one I have felt that I can contribute to the team and that my strengths are valued. I feel that I have a purpose and wake up excited to go to work every day.
    Bryony
    After taking a career change it is amazing to join a company that encourage learning. Where all the staff work as a team and everyone is willing to help you grow.
    Carmen
    It’s a beautiful thing when a career and passion come together and that is what I’ve found here at Chartered.
    Ashley
    I enjoy working at Chartered because everyone that works here is so welcoming, not only to clients but staff also. Working here gives me the opportunity to help make a positive difference in people’s lives.
    Wendy
    The wonderful environment, the love and caring that we share in our company is amazing.
    Patricia
    Working for Chartered gives me a new challenge every day.
    Tiffany
    I want to be part of the team that changes lives for a living.
    Maryanne
    Amazing people, forward thinkers. Chartered is unlike any company I have worked for. The opportunity to come to work every day and be mentored by skilled, experienced and passionate professionals in the industry is a rare find!
    Paul
    Here at Chartered we think and do things differently to what others do. Chartered prides itself on excellence and bringing out the best in their clients. Chartered prides themselves on building long-life relationships.
    Gail
    Working for Chartered has given meaning to life again and working towards a cause.
    Francisca
    Working for Chartered has proven that caring for clients and inspiring trust through excellence, makes the ultimate difference. It’s a real privilege to be part of such a great team.
    Stephanie
    The best possible process of holistic financial planning caring for clients in ways I have never seen before, being part of a great family and the amazing culture and support within the company.
    Zanele
    I am excited to be a part of the Chartered family because of opportunities they offer me to grow and the way in which I am being challenged to think and live differently. I feel honoured to work for a company that is so passionate in what they do.
    Colleen
    I love working at Chartered because of the way in which we interact with our clients, making them feel like they are truly special and part of our family. We strive for excellence when it comes to Client Service. Chartered truly sees the value in all their employees and encourages them all to learn and grow in their careers.
    Straun
    I came across Chartered a few years before joining and already at that point I was able to figure out that the ‘Chartered Way’ was the environment I wanted to be in. Above anything else, I appreciate the care we give our clients.
    Greg
    Chartered enriches the lives of all, our clients and the employees that make up the organisation. All working towards a common goal, to provide a dignified and meaningful retirement outcome. It is great to be part of such a team.
    Alley
    Being part of the Chartered Family provides the opportunity for me to learn and grow in a fun, supportive and loving company. The effort they put in to make each one of the employees feel special, is what makes our company unique. Chartered cares for our clients, staff and family. Chartered is not just a working place with staff, it’s more than that, together we are a family. We support, care and listen to each other. Its Chartered at best!
    Lisa
    At Chartered we care about our clients and are made to feel a part of a big family. There is a contagious energy at Chartered that rubs off on you when you join the Company. A tangible passion for what we do, is experienced daily. Chartered is a professional and caring business that is unique and special.
    Tannith
    Chartered is the true essence of a family. Each and everyone feel important and are given a sense of purpose. Chartered has changed my life and given me the opportunity to grow not just my career but also in my personal development. It has given me the ability to have more confidence in myself. Chartered is not just helping clients in their financial position but genuinely caring for every aspect of their life.
    Kate
    Working for a forward-thinking company, Chartered has given me the opportunity to not only grow in my career, but to also deliver an important message – that we are the leading RetiremeantTM Specialists in the industry.
    Savannah
    I love working for a company that really wants to make a difference in clients’ lives.
    Belinda
    Chartered has reformed the stigma surrounding the Financial Planning Industry. The holistic, client- centric, detailed offering is what makes Chartered stand out and something very special to be a part of. It is a great place to be trained at and to develop my continuous professional development. It is enriching to see the impact of making money a source of empowerment and not a source of fear.
    Joanie
    Chartered made me feel at home from the moment I joined. Everyone is very friendly and always willing to help where needed. The company truly values its staff and does a lot to help them grow, personally and professionally, and develop so that everyone can reach their full potential.
    Chelsea
    Our culture at Chartered is unique which makes working here such a pleasure. This is my home away from home. I know that my growth and development is important and means something to Chartered, the training and continuous workshops are evident of this.
    Jordan
    Chartered Wealth is a company that is simply unmatched. We do Financial Planning in a way that has revolutionised the industry by putting the client first. Chartered has only escalated my passion for Financial Planning.
    Heino
    Financial planning helps you understand your goals and how they impact your life and finances. I believe that Charted Wealth not only assists their clients but also their staff in understanding this.
    Craig
    Chartered Wealth is a high-energy, healthy work environment that focuses on delivering a superior financial planning service to our clients. My clients feel the positive Chartered Family energy. It is a great workplace and an inviting environment to meet clients.
    Karen
    Chartered is such a friendly and supportive environment, and I value working for a company that is so committed to both its staff and clients.
    Gill
    Chartered is not a workplace, it is a home. Working here has changed my life. I feel motivated, encouraged and part of a family.
    Dina
    Chartered creates experiences and relationships suited to the individual, be it clients or employees, by embracing individuality and celebrating differences while still aligning to their core values. I am proud to be part of such an incredible team.
    Nicholas
    Being able to provide the best possible financial plan to a client and allow them to not only retire with dignity, but flourish in the next stage of their life is something I am incredibly passionate about, and Chartered does that better than any other company.
    Lesego
    My first week at Chartered I wondered how is it that everyone here is so friendly and willing to help. It certainly felt and still feels like a home away from home and that is why the name Chartered Family is so fitting. Chartered is a company that allows for growth and individuality. It also fulfils the objective of Financial Planning and the strong emphasis on the development of employees shows in how employees carry out the client WOW experience.
    Kim
    Chartered gives me the opportunity to build relationships, gain experience, and be part of process of helping people find meaning in their life and money.
    Shahzaadee
    Working with colleagues and clients who make me feel appreciated and acknowledged gives me a sense of belonging.
    Courtney
    At Chartered YOU matter. Every person that walks through the door, whether clients or staff, are recognised and valued. I feel honoured to be part of a company that not only strives for excellence in financial planning but acknowledges each unique client and puts them at the forefront.
    Glen
    It is becoming harder and harder to differentiate in the Financial Services industry. What Chartered Wealth and their associate businesses do is exactly that, via advice led solutions that concentrate on returns on life, as well as returns on assets.
    Thembeka
    I am a growth driven person and not only does Chartered provides a great professional development environment but there is also support on personal growth.
    Maxine
    A holistic and cutting-edge approach to financial planning, the expertise of the highly qualified financial planners, a shared commitment to providing the ultimate client experience, and a distinctive company culture, all contribute to Chartered Wealth’s proven record of success.
    Layne
    The atmosphere at Chartered is different to any other that I have worked in. I look forward to coming to work every day and working with a team that is passionate about making the client experience the best possible while working with a strong sense of belonging to the Chartered family.
    Stephan

    I am honoured to be a part of the Chartered Wealth Team. The company cultivates a culture of personal and professional growth. Working here has been an incredible journey, and I couldn’t envision myself anywhere else.