Profile

At Chartered Wealth Solutions, we believe in a personalised approach to financial planning that puts your needs first. With over 20 years of experience in the financial industry, we are an independent, privately owned company dedicated to helping individuals and families achieve their financial goals with confidence.

Our Approach: Unlike many financial advisory firms, our Financial Planning Specialists are salaried, ensuring they prioritise your interests without the influence of external incentives. This allows us to offer unbiased advice and create personalised financial plans tailored specifically to your unique circumstances and aspirations.

Our Financial Planning Specialists develop comprehensive financial plans that include a Life Plan, Scenario Plan, Investment Plan, and an Estate Plan. 

Our Comprehensive Services: We understand that financial planning encompasses more than just investments. That’s why we offer comprehensive implementation services to complement your personal financial plan:

National Accessibility: With offices strategically located in Johannesburg, Cape Town, Durban, and Gqeberha, our team of Certified Financial Planner® professionals is readily accessible to provide expert guidance and support wherever you are in South Africa.

Our Commitment: At Chartered Wealth Solutions, our Planners are more than financial experts—they are dedicated Specialists equipped with the skills and knowledge to help you achieve financial freedom and live your best life. We handle the complexities so you can focus on what truly matters: your family’s well-being and your future.

Whether you’re planning for retirement, saving for your children’s education, or preparing for life’s unexpected events, Chartered Wealth Solutions is here to provide you with the guidance and support you need to navigate your financial journey with clarity and confidence.