About us
We look beyond purely the financial considerations to a place where money and meaning meet.
Life gives us gifts of momentous events to treasure – taking our first steps, saying our first words, starting school, graduating, falling in love, getting married, having our children, holding our grandchildren, retiring from our careers …
We at Chartered Wealth Solutions have dedicated ourselves to supporting people during the momentous event of retiring. We are passionate about helping people retire successfully.
Company Mission
Our mission is to inspire our clients to live well balanced lives, promoting personal and financial longevity, through dynamic retirement life planning.
Daily goal
To fulfil our Mission, we have nurtured a culture of excellence at Chartered Wealth Solutions that inspires each person to deliver a service unmatched in our industry. Our culture of excellence empowers us to achieve our daily goal of adding value to our clients’ lives in every way we can. Whether we are structuring the best financial plan for our clients’ individual needs or hosting lifestyle lunches that cover interesting retirement topics, the success of our clients’ retirement is at the heart of everything we do.
The Chartered Wealth Solutions Team
Click here to find out more about the people who make up the Chartered Wealth Solutions team.
Behold the Flying Cloud
Chartered Wealth Solutions have a story to tell.
There are a few similarities that exist between 'The Flying Cloud' and Chartered Wealth Solutions' when it comes to investing, relationships and delivering extraordinary results.
The Flying Cloud was built in the late 19th Century by Donald McKay, who was responsible for constructing some of the world’s most successful clipper ships to have sailed the high seas. During the height of the Californian gold rush, a trip between New York and San Francisco took over 200 days, covering a distance of 16,000 miles. However, in 1851 the Flying Cloud made the same journey in only 89 days and eight hours, a world record that was broken three years later, once again by the Flying Cloud. This unbelievable record remained intact for more than a century, until it was finally broken in 1989.
Read more about the brand story behind Chartered Wealth Solutions.