What being part of the Chartered Family means to us

Sophie

Being at CWS provides the opportunity to work with smart and fun people. I am part of a hardworking, thriving team, and have the flexibility to work autonomously. One of the best things about working here is that it is not a transactions-based company, but client-based, focused is on building long-term relationships and having clients trust us.

Tessa

I believe in a business where it’s not about selling a product, but about ethics, and upholding the values we admire. This is Chartered. Excellence, combined with creating the ultimate client experience, is something in which I take enormous pride.

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.

Janine

This is a great place to be as they are as focused on their employees as they are on their clients, constant innovative ideas to improve both employee & customer experience. It's a friendly, warm and welcoming environment. Constantly feeding positively into my life through training, development, career planning and team building.

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.

Richard

Chartered is a unique company. There is a great culture within the organisation and the well-being of clients is core to the company. There is a great sense of caring and compassion for both clients and fellow employees.

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.

Tanya

Every day I am challenged in the most positive way. I can feel my soul and career not only growing but thriving with Chartered’s values and culture. I am surrounded every day by great people that inspire, challenge and make me want to achieve more.

Holly

Chartered has given me so many opportunities, and also has allowed me to grow as a person. I am lucky enough to work in a team and company that encourages this. Every day is just as exciting as the next. I am fortunate enough to say, I love coming to work.

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.

Patrick

I am so glad to be working at Chartered because I am able to give my clients the best retirement and life planning experiences on a perpetual basis with all the care and attention they deserve.

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.

John

I love the Independent, Specialist and Team Sharing approach, focussing on providing the Ultimate Client Experience.

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.

Kim

Chartered challenges me to extend myself to achieve excellence because that is the company’s culture.

Simphiwe

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

Craig

I am passionate about making a difference in people’s lives. At Chartered, we do this every day by offering advice and service that no other company can match. Waking up every day knowing that I am helping my clients reach their financial goals means that I do not merely go to work, but rather wake up to follow my passion.

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?

Devlin

I believe in the honest care we have for our client’s best interest.

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!

Mbonisi

I enjoy working at Chartered because I am surrounded by positive individuals who continuously inspire me to be better at what l do. The Chartered values and philosophy instilled in me during my time at Chartered have helped me grow both in a professional and personal capacity.

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.

Yvette

I love working at Chartered because I believe that when you offer a service, it should be done to the best of your ability and with a smile; and Chartered does this and more. Moreover, everyone here wants and helps me to be the best that I can be every day, which makes coming to work a fulfilling experience.

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.

Lisa

Chartered has that independence and uniqueness, where we stay clear of the industry norms of ‘sales’ and ‘commission’. We try show our clients that it’s not all about money, hence the incorporation of a financial as well as life planning process. I love the family feel, teambuilding exercises and encouragement of personal growth and balance. We are small enough to care, but big enough to matter.

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.

Sybille

The reason why I love working with Chartered is the energy and camaraderie of every staff member, and the commitment to genuinely want to make a difference!

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.

Carol

The ‘the sky is not the limit’ – my kind of mentality …

Connect with Chartered

Telephone: +27 11 502 2800
Fax: +27 11 502 2812

Email: info@charteredwealth.co.za

Chartered Wealth Solutions is an authorised financial services provider

Chartered House, 2 North Road, Dunkeld West, Johannesburg

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