Skip to main content
Chartered Wealth Solutions
Who we are
What we do
Our Services
Chartered Legacy and Trust
Chartered Tax
WealthStrat
Specialised Workshops
Retiremeant™
Our news
Join our team
Contact us
Home
Who we are
What we do
Our services
Holistic financial planning to get the most meaning from your money.
Read more
Specialised Workshops
We have two workshops designed to help you purposefully plan a rich and meaningful life enabled by your money.
Read more
Chartered Legacy and Trust
Our Legacy & Trust Specialists collaborate with our Financial Planning Specialists to provide clients with a comprehensive Estate Planning Service.
Chartered Tax
Our in-house team of Tax Specialists and accountants work closely with Financial Planning Specialists to ensure that Tax Planning is an integral part of the comprehensive Financial Planning process.
WealthStrat
WealthStrat navigates the extensive investment environment and matches each individual with the right investment mix to implement their personal investment plan.
Retiremeant™
Our news
Our News
Stay informed with our latest news.
Read more
Articles
Read the latest articles of interest written by our Financial Planning Specialists.
The Chartered Show
Watch the latest episode of the Chartered Show
Our Newsletters
Subscribe to our newsletters for inspiring insights.
eBook Downloads
Download our free eBooks.
Join our team
Contact us
The Chartered Show
Season 2 Episode 7
Season’s Greetings from Kim Potgieter