Client testimonials
See what our clients say about us. Click one of the links below to read a client testimonial and watch a client video.
Ronelle and Brian Baker - "We've developed more than a business relationship with the folks at Chartered Wealth Solutions."
Roger and Cheryl Flowers - "I came to Chartered Wealth Solutions and was blown away."
Kathy and Stewart Lithgow - "Chartered Wealth Solutions is our home, where all our retirement needs are catered for."
Terry and Audrey O'Donoghue - "If there is one thing that always shows, its competence."
Ralph and Cecilia Auret - "Over the years I've had excellent service with no feeling or reason to look at another retirement planner."
"I would recommend that you investigate Chartered Wealth Solutions as Retirement Planners." - Ronelle Baker
"We love coming to their functions. They have great coffee and good food!" - Ronelle Baker
Ronelle and Brian Baker have been Chartered Wealth Solutions clients since 2002 and have embraced our ‘Life Planning’ service. To read more about ‘Life Planning’ click here.
They are both retired after leading successful careers. Ronelle was a part owner and founder of an IT Company and Brian established his in sales, graphic design and printing.
Together, they see their retirement as time to live life and achieve their dreams the way they’ve always wanted to.
"I know I wouldn't have gotten this anywhere else." - Roger Flowers
"We are quite comfortable now - we sleep at night." - Cheryl Flowers
"Their financial software is great - I've never seen anything like it." - Roger Flowers
Roger and Cheryl have been married for many years and have two grown up children. Concerned about whether their money would be enough to maintain the lifestyle they have become accustomed to, they selected Chartered Wealth Solutions as their retirement planners after meeting with two other financial planners, Click here to read about ‘How long will my money last?’.
Roger and Cheryl are fully retired enjoying all the opportunities that this newfound freedom brings. Roger has been able to attend to his love of photography and Cheryl her golf and handwriting analysis.
One of their dreams was to explore Namibia in a 4X4, which they have managed to cross off their bucket list. Cheryl still dreams of spending time with the Gorillas in Rwanda. They also want to spend more time together, exploring Europe, and are looking forward to their next life chapter together.
"Being with Chartered Wealth Solutions means that we've been able to fast forward our dreams in retirement." - Kathy Lithgow
Kathy and Stewart are relatively new clients of Chartered Wealth Solutions and have been married for 35 years. They have three children. Stewart is a pilot who has clocked up 22 000 flying hours with many notable achievements like crewing the Lebombo in 2004 to the World’s first 4ship Harvard water skiing team formation on the Klipdrift Dam.
When Stewart retires in three years, they will relocate to Plettenberg Bay where they have a network of friends and will be renovating their home.
Stew will keep his flying passion alive by flying his glider, RV4 and piper, as well as trying scuba diving. Kathy will continue to appreciate her botanical art as well as take up a course through the South African Theological Seminary.
Terry and Audrey O’Donoghue
"The amount of time that went into matching our personalities with the relevant advisor is the most successful ingredient for me." - Terry O'Donoghue
"Most of the advisors I've seen before, didn't satisfy my heart, my soul." - Audrey O'Donoghue
Audrey and Terry chose Chartered Wealth Solutions as their Retirement Planners as they saw value in their unique ‘Life Planning’ service. To read more about ‘Life Planning’ click here.
After very demanding and successful corporate careers, Terry and Audrey are now retired. Terry still consults as he pleases, enjoying the flexibility and fun that it brings. Terry and Audrey have embraced their life in retirement and spend time appreciating the African bush, and discovering more of Africa and Europe.
Terry has been able to enjoy his passion of photography, capturing their many memories that their retirement brings. Audrey loves people and carries out her wellness work from their farm.
Ralph and Cecilia Auret
"I was in a complex investment situation, and Chartered Wealth Solutions gave us peace of mind by proving that we won't outlive our retirement money." - Ralph Auret
"We are able to relax on holiday, with absolutely no money worries." - Cecilia Auret
Ralph and Cecilia are longstanding clients of Chartered Wealth Solutions. Ralph has recently retired after selling his share of the business to his partner.
Ralph and Cecilia love travelling, and have recently visited Russia and Croatia. These are just two of the many destinations on their bucket list.
They also enjoy spending time at their holiday home in Mossel Bay. Ralph was always concerned that he would not be busy enough in retirement – now he wonders where he found the time to work!