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.