WHAT WE DO

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Chartered Wealth Solutions is pioneering Financial Life Planning in South Africa.

Financial Life Planning delivers that ,something extra, that traditional financial planning doesn't even pretend to provide , a financial plan that is founded upon your dreams and most profound desires.

Because Chartered Wealth Solutions' internationally trained Financial Life Planners are both qualified financial planners and life planners, we can deliver the professional money guidance that life coaches alone can't.

You are probably smart enough to handle your own financial affairs. But you are also wise enough to know that you would rather be doing something else instead.

It might be work, and it might be play. It might involve spending more time with loved ones, experiencing foreign cultures or even saving the world. In fact, it's probably all of these things, rolled into one highly personal package. And it probably doesn't involve income tax planning.

That's why we're here.

Each and every one of our clients is an individual, destined to sail a unique course. Our goal is to navigate you through the complexities of financial planning and to expand your horizons.

We passionately believe that correctly managing your financial affairs will empower you to live the life that you dream of living during retirement.