At Chartered Wealth Solutions, our unique approach to planning and our flexibility for clients who are still earning and creating their wealth, means we can deliver a holistic plan. This will address both detailed Financial Planning (based on their circumstances and life goals) and clear insurance and Estate Planning to protect their families in the case of unforeseeable events.
Our aim is to guide clients into making sound financial decisions during the wealth accumulation phase of their lives. Our approach is a holistic one, combining the specialist knowledge of Wealth Creation Specialists and legal experts to give you integrated solutions that are tailored to your life’s requirements. You can expect personalised attention from a dedicated Planner who will conscientiously manage your portfolio. We look after your financial health and also empower you to maximise your return on life itself. Your Wealth Creation Specialist will work with you to develop a comprehensive plan to roadmap a successful, rewarding, fulfilling journey for you and your family.
Our aim is to help our clients live the best possible life with the financial resources they have available. Your journey with us starts with a Life Planning meeting with the aim to understand your life dreams and goals. During the Life planning process, we spend time getting to know you; to find out what dreams really inspire you. If we don’t know what really makes you tick, then how can we apply your money to your dreams?
With your Life Plan in mind, we then create a personalised Financial Plan that is unique to your life. We look beyond the purely financial considerations and ensure that your Financial Plan supports the dreams you have for your life. We regularly review your plan to ensure it keeps track with your changing needs.
Our Wealth Creation Specialists will assist you to budget correctly, freeing up valuable funds to invest for your future goals. We advise you on how and where to invest your money to get the best returns with the lowest amount of risk.
We separate your assets into three parts: Lifestyle, RetiremeantTM and Surplus. Each of these applies to the different financial planning areas of your life. Once we understand you well and know what your goals are, we will advise you on investing your money according to your specific needs.
Our investment advice covers:
Protecting yourself, your family and your assets against loss caused by unexpected events is an essential part of our process that we are able to advise you one. This includes:
Your Wealth Creation Specialist, together with our Legacy & Trust Specialists, will give you the appropriate advice to ensure that all your affairs are in order. Depending on your needs, we base our advice on the following Estate Planning fundamentals:
If necessary, we include business assurance in our process. We ensure that both you and your business are protected if unforeseen events occur (such as losing a key person or losing a shareholder), and loan accounts need to be settled.
Chartered Wealth Solutions is an authorised financial services provider
(FSP no. 13909)