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

John Campbell

Chief Executive Officer
Barclay Hoar

Barclay Hoar

Chairman
Kim Potgieter

Kim Potgieter

Director and Head of Life Planning
James Carvalho

James Carvalho

Director
Caroline Adams

Caroline Adams

Director

RetiremeantTM Specialists

Christina Forman

Christina Forman

Jason Appel

Jason Appel

Maryanne Leicher

Maryanne Leicher

Pat Blamire

Pat Blamire

Patrick Madden

Patrick Madden

Stephanie Bakhuis

Stephanie Bakhuis

Tessa Lefrere

Tessa Lefrère

Tiffany Venter

Tiffany Venter

Tom Brukman

Tom Brukman

Donovan Adams

Donovan Adams

Director of Chartered Wealth Solutions Eastern Cape
Les Abrahamse

Les Abrahamse

Wealth Creation Specialists

Craig Turton

Craig Turton

Head of the Wealth Creation Team
Paul Greenwood

Paul Greenwood

Wade Hoal

Wade Hoal

Yvette Seepe

Yvette Seepe

Support Team

Carmen De Goede

Adele Du Plessis

Paraplanner
Ashley Archer

Ashley Archer

Articled Planner
Avril Coetzee

Avril Coetzee

Paraplanner
Carmen De Goede

Carmen De Goede

Paraplanner
Holly Petersen

Esther Mabunda

Articled Planner
Gail Oliasz

Gail Oliasz

Paraplanner
Holly Petersen

Holly Petersen

Client Relations
Kim Forbes

Kim Forbes

Life Planner and Writer
Lisa Sumner

Lisa Sumner

Paraplanner
Marc Moir

Marc Moir

Articled Planner
Mona Manzambi

Mona Manzambi

Articled Planner
Neo Rametse

Neo Rametse

Paraplanner
Richard Jordaan

Richard Jordaan

Articled Planner
Samantha Ankoor

Samantha Ankoor

Paraplanner
Wendy Phaka

Wendy Phaka

Paraplanner
Zanele Miya

Zanele Miya

Paraplanner

Legacy & Trust Specialists

Kerryn Franck

Kerryn Franck

Director of Chartered Legacy & Trust
Leonie Jooste

Leonie Jooste

Legal Advisor 
Philene Spargo

Philene Spargo

Legal Advisor

Tax Specialists

Charmaine Prout

Charmaine Prout

Director of Chartered Tax
Lucy Nel

Lucy Nel

Senior Bookkeeper
Tannith Ross

Tannith Ross

Senior Bookkeeper and Junior Tax Consultant
Connect with Chartered

Telephone: +27 11 502 2800
Fax: +27 11 502 2812

Email: info@charteredwealth.co.za

Chartered Wealth Solutions is an authorised financial services provider

Chartered House, 2 North Road, Dunkeld West, Johannesburg