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.

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 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.

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.