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.
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.
Chartered Wealth Solutions is an authorised financial services provider
(FSP no. 13909)
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