Chartered Wealth Solutions

Chartered Wealth Solutions’ passion is to help people Retire Successfully. Retirement is seen as a new beginning, not as the beginning of an end. Getting the most meaning from your money is an important element in creating a successful retirement.

Planning is the critical first step for the secure future you envision. Chartered Wealth Solutions specialise in the retirement sector and is one of the largest independent and privately owned Financial Planning practices in South Africa.

They help their clients realise that it’s not about what they’re retiring from, but what they’re retiring to. Retiremeant™ is defined as having the freedom to achieve your yet unfulfilled dreams and goals, on your terms and in your own time.

All the Retiremeant™ Specialists are CERTIFIED FINANCIAL PLANNER® professionals who earn a salary. Because their income is not commission based, the Planning Specialists are able to truly focus on their clients’ objectives and create a unique and personalised plan – one that safeguards and grows their life savings, minimises risk, while keeping their life objectives firmly in mind.

Chartered Wealth Solutions is an owner-managed firm, seeing clients daily. Their independence means that they are not driven by corporate directives, but by their mission to provide objective advice based on sound financial principles, to help their clients to Retire Successfully.