What makes us unique

Our Holistic Process

We approach Retiremeant^TM planning as a holistic process. Your personalised Plan is uniquely tailored to enable you to live your best life possible. A Retiremeant^TM Plan comprises three important parts: a Life Plan, a Financial Plan and an Estate Plan, to support the ideal picture of your life. We plan for your life first, and with our Financial Plan and Investment strategy, we ensure that your money is invested to last throughout your Retiremeant™ years.

How we Work

Additional In-House Services

The holistic planning process extends across our specialised services. Our experience shows that we can create even better results when our Specialists in key services, that is Invest, Legacy & Trust, and Tax, work together with your Retiremeant^TM Specialist to implement your Plan.

What We Do

Independently Owned and Managed

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 in Retiring Successfully.

Who We Are

Dedicated Planning Specialists

All our Retiremeant^TM Specialists are CERTIFIED FINANCIAL PLANNER® professionals who earn a salary with us and are not driven by commission. You will have two Planning Specialists present in every meeting with you, ensuring that your portfolio is never left unattended or moved to someone who does not know you intimately. We offer Planning Specialists experienced in Retiremeant^TM Planning as well as in Wealth Creation.

Our Team

Unique and Ongoing Support Resources

We developed our Retire Successfully website to inspire people who are near, at, or in Retiremeant^TM. Passionate South African professionals – Retirementors – handpicked as experts in their field, contribute with articles focusing on health, purpose, relationships, money, work, learning, play, and giving back. We also provide our clients with regular communications – weekly Market Updates, Quarterly Statements, weekly Retiremeant^TM Tips, a Monthly Newsletter, invitations to many events and a yearly review meeting.

Community

Retiremeant™

Award Winning Practice and Planners

Our philosophy and commitment to excellence has garnered us the top awards in our field including winner of the SA Best Practice of the Year Award, which recognises the most professionally run practice, and two FPI Financial Planner of the Year winners, the highest accolade a CERTIFIED FINANCIAL PLANNER® professional can obtain.

Our Team

Not Commission-Based

We do not earn commission but charge a rand-based fee for a Retiremeant^TM Plan and an annual Retiremeant^TM planning fee, based on the assets that we look after.

FPI Approved Professional Practice^TM

The FPI created the FPI Approved Professional Practice™ status to enable consumers to identify professional planning practices that offer financial services of the highest standard. It also implies that our CERTIFIED FINANCIAL PLANNER® professionals meet certain education, examination, experience and ethics requirements.

As an FPI Approved Professional Practice^TM, Chartered Wealth Solutions adheres to the FPI’s Code of Ethics and Responsibility and our policies and procedures are consistent with this. Furthermore, we will undergo three-yearly reviews to confirm adherence to the licensing criteria. We also commit to inform the FPI immediately should any changes in the business occur that might influence the approval criteria.

As an FPI Approved Professional Practice®, Chartered Wealth Solutions undertakes to mentor its young professionals. The aim is for these new Planners to be able to demonstrate in their knowledge, skills and abilities that they understand and embrace the principles laid out in the FPI Code of Ethics and Professional Responsibility. In addition, Chartered Wealth’s mentorship programme is also designed to engender a passion for the industry and for putting clients first in the new generation of financial planners.