At Chartered Wealth Solutions our team is also our Family. We are one of the largest independent and privately owned Financial Planning practices in South Africa. Our independence means that our clients receive objective advice. As an owner-managed company, we see clients daily, and our focus is always on the long-term interests of our clients and how we can support them. Our team of CERTIFIED FINANCIAL PLANNER®) (CFP®) professionals, Lawyers, Fiduciary and Tax Specialists, and Accountants, work together to give you, our clients, sound, unbiased financial planning advice that will help you Retire Successfully.

All our Planning 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 client’s objectives and create a unique and personalised plan. Our teams in our additional in-house services at Invest, Legacy & Trust, and Tax include Lawyers, Fiduciary Specialists, Tax Specialists, Accountants and CFP® professionals. We believe that only with experienced, well-trained, and properly certified professionals can we create the kind of service and results that make us proud to be part of the Chartered Family.

Directors

John-Campbell_web
John Campbell
Chief Executive Officer
Barclay_web_pp
Barclay Hoar
Chairman
�Kim-Potgieter_web
Kim Potgieter
Director and Head of Life Planning
James-Carvalho_web_pp
James Carvalho
Director
Caroline-Adams_web_pp
Caroline Adams
Director

RetiremeantTM Specialists

Christina Forman
Jason Appel
Maryanne Leicher
Pat Blamire
Stephanie Bakhuis
Tiffany Havinga
Tom Brukman
Director of Chartered Wealth Solutions Western Cape
Donovan Adams
Director of Chartered Wealth Solutions Eastern Cape
Les Abrahamse

Wealth Creation Specialists

Wade-Hoal_web_pp

Wade Hoal

Head of Wealth Creation
Paul-Greenwood_web_pp

Paul Greenwood

Wealth Creation Specialist & Associate Planner

Support Team

Adele-duPlessis_web_pp
Adele du Plessis
Client Relationship Manager
Anelisa-Mti_web_pp
Anelisa Mti
Associate Planner
Ashley-Archer_web_pp
Ashley Archer
Associate Planner
Avril-Coetzee_web_pp
Avril Coetzee
Client Relationship Manager
Belinda-Anderson_web_pp
Belinda Anderson
Articled Planner
Bridget-Magubane_web_pp
Bridget Magubane
Client Relationship Manager
Carmen-De-Goede_web_pp
Carmen De Goede
Client Relationship Manager
Chelsea Bleekers
Client Relationship Manager
Chris-Mackie_web_pp
Chris Mackie
Articled Planner
Esther-Mabunda_web_pp
Esther Mabunda
Associate Planner
Gail-Oliasz_web_pp
Gail Oliasz
Client Relationship Manager
Gratitude-Mahlangu_web_pp
Gratitude Mahlangu
Articled Planner
Marc-Moir_web_pp
Marc Moir
Associate Planner
Mona-Manzambi_web_pp
Mona Manzambi
Associate Planner
Neo-Rametse_web_pp
Neo Ramatse
Client Relationship Manager
Samantha-Ankoor_pp
Samantha Ankoor
Client Relationship Manager
Savannah-Reich_web_pp
Savannah Reich
Articled Planner
Shahzaadee Sidat
Client Experience Co-ordinator
Tammy-Reddy_web_pp
Tammy Reddy
Client Relationship Manager
Wendy-Phaka_web_pp
Wendy Phaka
Client Relationship Manager
Zanele-Miya_pp
Zanele Miya
Client Relationship Manager

Legacy & Trust Specialists

Kerryn-Franck_web_pp
Kerryn Franck
Director of Chartered Legacy & Trust
Leonie_web_pp
Leonie Jooste, FPSA®
Legal Advisor
Philene_web_pp
Philene Spargo, FPSA®
Senior Legal Advisor

Tax Specialists

Charmaine-Prout_pp
Charmaine Prout
Director of Chartered Tax
Tannith-Ross_web_pp
Tannith Ross
Senior Bookkeeper and Junior Tax Consultant

WealthStrat

Robbie-Goldsworthy_web_pp
Robbie Goldsworthy
Portfolio Manager
Glen-Baker_web_pp
Glen Baker
Portfolio Manager
Johannesburg Office
Tel: +27 11 502 2800
Eastern Cape Office
Tel: +27 41 001 1026
Western Cape Office
Tel: +27 21 001 0048
Connect with Chartered
chartered-logo-full

Chartered Wealth Solutions is an authorised financial services provider
(FSP no. 13909)

Newsletter Subscriptions

Subscribe to Chartered Wealth Solutions Communications

By clicking Subscribe, you consent to the processing of your personal information by Chartered Wealth Solutions in accordance with our Privacy Policy and acknowledge that this may include receiving newsletters and invites. You are aware that you may unsubscribe at any point.

© Chartered Wealth 2018 | All rights Reserved

0:00
0:00