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.
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.
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.
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.
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.
Chartered made me feel at home from the moment I joined. Everyone is very friendly and always willing to help where needed. The company truly values its staff and does a lot to help them grow, personally and professionally, and develop so that everyone can reach their full potential.
Our culture at Chartered is unique which makes working here such a pleasure. This is my home away from home. I know that my growth and development is important and means something to Chartered, the training and continuous workshops are evident of this.
Chartered Wealth is a company that is simply unmatched. We do Financial Planning in a way that has revolutionised the industry by putting the client first. Chartered has only escalated my passion for Financial Planning.
Chartered Wealth Solutions is an authorised financial services provider
(FSP no. 13909)
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