Chartered Wealth
Investments in Johannesburg

Chartered Wealth Solutions is an authorised financial services provider.
There are a few similarities that exist between 'The Flying Cloud' and Chartered Wealth Solutions' when it comes to investing.
We have nurtured a culture of excellence at Chartered Wealth Solutions that inspires each person to deliver a service unmatched in our industry.
We at Chartered Wealth Solutions have dedicated ourselves to supporting people during the momentous event of retiring.
Our mission is to inspire our clients to live well balanced lives, promoting personal and financial longevity, through dynamic retirement life planning.

Our clients are at the heart of all we do and guide our decision-making process every step of the way. Chartered Wealth Solutions is the largest independent financial planning company in South Africa. Part of our strategy in helping you retire successfully is to guide you through a process of discovery so that you can map out the life you want to live in retirement. We want to inspire our clients to live well balanced lives, promoting personal and financial longevity through dynamic retirement life planning. We have nurtured a culture of excellence at Chartered Wealth Solutions that encourages each person to deliver a service unmatched in our industry. Our ethos of quality lies at the heart of our 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 booklet below is a quick, easy guide to Chartered Wealth Solutions’ approach to retiring successfully. Once we understand the lifestyle you are trying to live, we can then determine what return, above inflation, your retirement assets need to achieve to provide this lifestyle. We use the services of an independent investment consultant to construct a portfolio specifically to target your required return, and constantly to monitor the portfolio to ensure that, at all times, it targets your required return. At all times we ensure that your retirement life plan is structured in such a way to allow you to draw your income as tax efficiently as possible. When constructing your financial plan, we assess the risks to which you are exposed\. The risk of one of the spouses dying, and what the implication will be to the other spouse. Through our retirement planning model, we can determine how long you can expect your retirement assets to last. We always aim to ensure that your retirement graph is stronger than necessary and lasts beyond your life expectancy, to cover any unexpected and unplanned for occurrences that may happen in the future. As part of the financial planning process, we aim to assist you to structure your estate to avoid incurring unnecessary costs, and to distribute it to your heirs and legatees in terms of your wishes. We are passionate in ensuring that our clients’ Wills are current and reflect their wishes should something happen to them unexpectedly. Kerryn Franck of Chartered Legacy and Trust assists with drawing up your Will, should this be required.