Chartered Wealth Solutions
Chartered Wealth Solutions is one of the largest independent financial planning companies in South Africa. Chartered Legacy and Trust and Chartered Financial Planning form part of the Chartered family of brands.
Independence is a core value at Chartered Wealth Solutions – it allows us freedom to provide clients with the most objective advice possible – advice free from limiting affiliations with service providers, asset consultants and commission schemes. Our clients are at the heart of everything we do and guide our decisions every step of the way.
As a Director and Head of Life Planning at Chartered Wealth Solutions, I am able to combine my two passions: studying the relationship people have with their money and advising people on how to get the most life from their money after formulating a Holistic Life Plan or Retirement Plan.
My vision is to change the way people view financial life planning and retirement planning. I strongly believe that any form of financial plan should support and enable the plan you have for you ideal life. Our process always starts with a journey of discovery so that you can map out the life you want to live and only then can we structure a truly meaningful financial plan – one completely unique to your life.