What being part of the Chartered Family means to us

Tammy

Chartered genuinely cares about the people who use our services and the staff who work hard to achieve great care and want the best experience for both. They are true to their values.

Adele

At Chartered, all employees feel important; each staff member makes you feel so welcome when you join. This is how Chartered makes clients feel: they receive personal attention. Chartered helps their clients with not only the financial side of retirement, but also the life planning side.

Lindie

Chartered is not just my job, it is my HOME! The healthy and happy working environment created at Chartered makes me want to give more than 100%. Chartered changed my life forever. I feel respected, loved, encouraged, motivated and part of a family. The work we do here is extraordinary – you will never find a place like this anywhere else.

Esther

Chartered is absolutely amazing! From the very first day, I felt at home. The company holds the interests of their clients at the very core of what they do and work hard to make sure that clients have a “Wow” experience. Working in an environment that challenges, excites, builds and encourages you to grow on a personal and professional level.

Ingrid

The values of the company resonate with my personal values. The wheel of balance is a concept I really believe in. I am surrounded by people who are passionate about their jobs and making a difference in the lives of others. The interaction with the whole Chartered Family is a good experience which I look forward to daily.

Philene

The Chartered Family philosophy has been amazing to experience. To work in an environment where excellence AND compassion coincide has been so special. I love that we make a positive difference in clients’ lives daily. This all takes place in the context of a company culture that cares about its people. What a blessing to be a part of something so unimaginably wonderful!

Sam

I feel blessed to be a part of the Chartered Family because the Chartered values and ways resonate with me and I believe in what we do. The story of how Chartered started out and how it’s evolved into this successful and prominent financial planning business in South Africa is one I love to hear and ponder about. I hope that as time goes by, the core of Chartered remains and continues to improve and develop.

Kerryn

Each day brings something new: a new challenge, someone new to meet with their own unique circumstances, which in turn means I am constantly learning and evolving.

Wade

If you love what you do, you’ll never work a day in your life. Chartered has given me a sense of purpose and it’s such a pleasure coming into the office every day. It’s really amazing to see how Chartered adds value to people’s lives and I’m very lucky to be part of a team that is taking financial planning to the next level.

Tom

Chartered allows me to grow in the perfect path by creating a challenging and mentoring environment which is enabling me to reach my full potential.

Andrew

Employees are the most important asset of any organisation and there is no better example of this than at Chartered. The success of the company is built on the professional and ethical standards displayed by the team and everyone is encouraged to be unique, develop themselves and have fun doing it. It is a special experience.

Avril

Chartered assists people to prepare for the road ahead.

Matthew

Chartered Wealth is no stranger to investing time, wealth and thought into each person. Not only do they see the people they want us to be, but the people we actually are.

Siphiwe

I am a challenge- and passion-driven kind of a person, so I work for Chartered to help people with their financial challenges.

Charmaine

When you are inspired by some great purpose, some extraordinary project, all your thoughts break their bounds. Your mind transcends limitations, your consciousness expands in every direction and you find yourself in a new, great and wonderful world. Chartered Tax has been my great purpose.

Bridget

I love working at Chartered because of the warm-hearted people I work with – they are always eager to help and allow me to be myself. I love the relaxed environment which makes it easy for me to do my work as best as I can.

Lucy

I really am extremely happy at Chartered and feel great to be part of such a wonderful family. I have always worked with my family in our business so it is not difficult for me to join forces with another outstanding family. I feel honoured to be part of the family and do my utmost to be a role model.

Barclay

Seeing the real value we add to peoples’ lives, every single day, through the inspired teamwork and shared values of the whole Chartered family is why I love working at Chartered.

Katleho

I like working for Chartered because success in the company is measured by the value the company brings to the lives of the clients, and to the lives of its employees. The company culture of prioritising the needs of others is a trait I would like to see permeate more facets of my own life.

Caroline

It’s the best place to work, we are unique, no one does financial planning like we do, it’s like a family, I am proud of what we do.

John

I had a dream to give clients the ultimate financial planning experience and am humbled by an incredible team who together have inspired me and made this dream a reality.

Samantha

enjoy working at Chartered as I work with positive and happy people who care about each other and make work fun; coming to work is exciting. The team work and dedication I see within the company is amazing and motivates me to deliver exceptional service to our clients.

Antoinette

I work at Chartered because I can add value and contribute in a tangible way to the lives of others.

Kim

I love being part of an innovative company whose goals are to give clients a wow experience and make sure it is the ultimate place for staff to work at. Going to sleep at night knowing you have truly helped clients to retire successfully is very rewarding.

John

I love working at Chartered because they do things differently and encourage personal development and growth.

Raschin

In all my previous jobs, I dragged myself out of bed each morning … now I arise with a sense of purpose, pride and passion.

Lucy

Family, compassion and care is what I love most about Chartered. The passion for each individual client is so inspiring that it spills over into my very own family life. The opportunities here are countless. The commitment to helping, respecting and reaching out to others is a humbling every day experience.

Pat

I love the amazing people that have become my family. It’s a place which not only allows a healthy and positive work environment but also where I am continually encouraged to be myself.

Simphiwe

I love working for Chartered because my personal growth matters to the company … they encourage sharing client relationship improvement ideas through open dialogues.

Christina

I love working for Chartered Wealth; firstly, they are a leader in financial lifestyle planning which makes me extremely proud, and secondly, every time I walk out of a meeting, I am happy because my clients tell me how much they appreciate all we do for them and how much it means to them. What better reward for one’s work can there be?

Diana

I’ve found friends at Chartered, not just colleagues, and my friends showed me that I’m capable of achieving more than I would ever have thought possible.

Lyn

I just love the passion and energy everybody at Chartered exudes. Chartered has taught me not to do what I like, but to like what I do…. I like being part of Chartered.

Donovan

I get the privilege of assisting people to get the best life they can from their money.

Jason

Chartered Wealth is a family and I love the people I work with. Chartered gives me the opportunity to explore my passion for Financial planning!

James

I love working at Chartered Wealth for the simple reason the principles within which the business and the staff operate are honest, pure and ethical and this resonates with me.

Carmen

It’s a beautiful thing when a career and passion come together and that is what I’ve found here at Chartered.

Ashley

I enjoy working at Chartered because everyone that works here is so welcoming, not only to clients but staff also. Working here gives me the opportunity to help make a positive difference in people’s lives.

Trevor

The caring family atmosphere combined with the quest for excellence – it’s not a job … it’s living my dream career.

Wendy

The wonderful environment, the love and caring that we share in our company is amazing.

Patricia

Working for Chartered gives me a new challenge every day.

Tiffany

I want to be part of the team that changes lives for a living.

Neo

It feels good to be in a company that strives to be head and shoulders above its competition driven by passion, purpose with excellent strategies, reputation and shared values. There are always more layers to discover and explore at Chartered.

Paramesh

The Company sees each individual as future leaders and steers us in the right direction to reach that goal.

Maryanne

Amazing people, forward thinkers. Chartered is unlike any company I have worked for. The opportunity to come to work every day and be mentored by skilled, experienced and passionate professionals in the industry is a rare find!

Paul

Here at Chartered we think and do things differently to what others do. Chartered prides itself on excellence and bringing out the best in their clients. Chartered prides themselves on building long-life relationships.

Gail

Working for Chartered has given meaning to life again and working towards a cause.

Francisca

Working for Chartered has proven that caring for clients and inspiring trust through excellence, makes the ultimate difference. It’s a real privilege to be part of such a great team.

Melezwa

Chartered adds value to my personal goals and the team that I work in is very enjoyable and productive.

Stephanie

The best possible process of holistic financial planning caring for clients in ways I have never seen before, being part of a great family and the amazing culture and support within the company.

Zanele

I am excited to be a part of the Chartered family because of opportunities they offer me to grow and the way in which I am being challenged to think and live differently. I feel honoured to work for a company that is so passionate in what they do.

Leonie

I love working at Chartered because the people are supportive, energetic and create a positive working environment. They provide me with opportunities to grow as a person & in my profession as theres a wealth of knowledge & experience to learn from its people. We actively engage with each other to maintain a friendly & fun workplace where the client’s needs are addressed more as a family matter than a business.

Marc

Chartered is a place where people’s ideas, morals and cultures combined to form a family culture. We provide our clients with an unique experience. The backbone of the company is building long lasting relationships with clients as well as with employees. Learning and engaging with one another is part of the routine. It is a warm, enthusiastic environment to work in and I am excited to see my growth within Chartered in the years to come.

Mona

I chose this profession because I wanted to make a difference in people’s lives with regards to their relationship with money. Chartered is the epitome of a company that does exactly this : it focuses on revolving clients’ money around their life plans- adding real value and doing it excellently. This resonates with what I stand for.

Rose

I love working at Chartered as I believe in excellence when it comes to Client Service, and this is certainly achieved by our dedicated Team and I am proud to be part of this family.

Greg

Chartered enriches the lives of all, our clients and the employees that make up the organisation. All working towards a common goal, to provide a dignified and meaningful retirement outcome. It is great to be part of such a team.

Chris

It has been a lifelong yearning to be part of something great and Chartered fulfils that compatibly. There is no substitute for working with/for a common purpose. Adding value to people’s lives through our skill, contagious energy and passion. I am an extension of the values of Chartered and Chartered an extension of mine.

Alley

Being part of the Chartered Family provides the opportunity for me to learn and grow in a fun, supportive and loving company. The effort they put in to make each one of the employees feel special, is what makes our company unique. Chartered cares for our clients, staff and family. Chartered is not just a working place with staff, it’s more than that, together we are a family. We support, care and listen to each other. Its Chartered at best!

Lisa

At Chartered we care about our clients and are made to feel a part of a big family. There is a contagious energy at Chartered that rubs off on you when you join the Company. A tangible passion for what we do, is experienced daily. Chartered is a professional and caring business that is unique and special.

Matthew

There are few organizations that truly value their staff and promote their development. Chartered is one of those companies. The company has given me the scope and opportunity for growth. Each day has brought on a new challenge and with it comes support and opportunity to learn.

Mihlali

Working at Chartered makes me feel like I have a second family. Its’s a very warm environment that make both employees and clients feel welcome. Chartered’s special touch lies in the small details of your relationship with them, and that’s what makes Chartered different. The employees are passionate about what they do, and it drives them to give clients the best service.

Tannith

Chartered is the true essence of a family. Each and everyone feel important and are given a sense of purpose. Chartered has changed my life and given me the opportunity to grow not just my career but also in my personal development. It has given me the ability to have more confidence in myself. Chartered is not just helping clients in their financial position but genuinely caring for every aspect of their life.

Hayley

Finding a career at Chartered has allowed me to follow my interest in financial planning without compromising my values and integrity. Chartered is a leader in instilling professionalism and sound values into the financial planning industry, leading by example. The work environment allows me to show up at work, the same person I am at home. I feel privileged to be part of an organisation that practises excellence with its clients, the industry and its people.

Sisonke

I chose Chartered as it is very big at supporting and motivating employees to always improve and develop themselves. This trickles down to clients being well received by professionals who are always at their best. The life planning incorporated into financial planning is a brilliant stance the company has taken as it proves that for chartered it is more than just a financial transaction as it aims at giving clients a meaningful retirement.

Gratitude

I chose financial planning as a career because I wanted to empower people through financial education and behavioural coaching so they can live their best lives. I never thought I’d find an organisation whose core values are just that! Chartered embodies true and innovative financial planning where the client takes lead, I have been wowed by the Chartered Way since day one.

Kate

Working for a forward-thinking company, Chartered has given me the opportunity to not only grow in my career, but to also deliver an important message – that we are the leading Retiremeant^TM Specialists in the industry.

Savannah

I love working for a company that really wants to make a difference in clients’ lives.

Janine

The values at Chartered is truly the company’s DNA. I can clearly see how my goals align with the purpose of the company; it has given me one of the best professional workplace environments to work to my full potential. Chartered allows clients to feel listened to from the beginning. I am proud to say I work for Chartered and am honoured to be part of the family.

Lyndsay

I am so grateful to be working for a company that sees, and values, their clients and staff as a whole. Our lives are made up of so many dimensions, and Chartered considers all these dimensions. The concept of the Chartered Family and the Chartered Values are felt in all aspects of the business. It’s such a dynamic company to work for.

Anelisa

Chartered is focused putting its clients first and does that by not just helping clients with their money but giving meaning to their money . This ties in with my purpose as I believe that is what true financial planning is about.

Belinda

Chartered has reformed the stigma surrounding the Financial Planning Industry. The holistic, client- centric, detailed offering is what makes Chartered stand out and something very special to be a part of. It is a great place to be trained at and to develop my continuous professional development. It is enriching to see the impact of making money a source of empowerment and not a source of fear.

Chris

Chartered emphasises and encourages the difference in strengths that each employee offers to the business. This mindset allows each individual to grow and reach their full potential. Chartered also provides the clients with a completely unique experience that puts them at the forefront of what we do every day. The values of Chartered are fully present the minute you step into the office building, for both the employees as well as the clients.

Comfort

Joining Chartered felt like I was extending myself into being a part of something greater than myself. Something that is positively impacting and changing lives through holistic financial planning. The drive chartered shares with it’s employees to manifest such an impact is one that resonates with me deeply.

Johannesburg Office
Tel: +27 11 502 2800

Eastern Cape Office
Tel: +27 41 001 1026

Western Cape Office
Tel: +27 21 001 0048

Email
info@charteredwealth.co.za

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What being part of the Chartered Family means to us

Tammy

Adele

Lindie

Esther

Ingrid

Philene

Sam

Kerryn

Wade

Tom

Andrew

Avril

Matthew

Siphiwe

Charmaine

Bridget

Lucy

Barclay

Katleho

Caroline

John

Samantha

Antoinette

Kim

John

Raschin

Lucy

Pat

Simphiwe

Christina

Diana

Lyn

Donovan

Jason

James

Carmen

Ashley

Trevor

Wendy

Patricia

Tiffany

Neo

Paramesh

Maryanne

Paul

Gail

Francisca

Melezwa

Stephanie

Zanele

Leonie

Marc

Mona

Rose

Greg

Chris

Alley

Lisa

Matthew

Mihlali

Tannith

Hayley

Sisonke

Gratitude

Kate

Savannah

Janine

Lyndsay

Anelisa

Belinda

Chris

Comfort

Connect with Chartered

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