Chartered Wealth Solutions

I have been dealing with Chartered Wealth Solutions since 2012, so for the past eleven years. They mainly handled my financial and retirement planning prior to me retiring in 2019, and they continue to handle my financial planning now that I am retired.Although some people can possibly do this themselves, it has been great dealing with Chartered, as they do this stuff all the time and have people and systems in place to analyse and keep track of everything and to assist with investments and ensuring that one does not live beyond one's means.Chartered also assisted with the drawing up of my will, which is reviewed annually and updated when circumstances require. They have the oriiginal will and my family knows to contact them if something happened to me.The people at Chartered are professional and friendly and we feel like an extended family.

I joined Chartered Wealth about 5 years ago and have been very please with the performance of my financial portfolio. They not only run my investments but have given me very professional advise on my retirement and estate planning, including the Tax implications. I would highly recommend Chartered for a completely holistic approach to your financial life.

1. What was the reason for choosing our company, and how did we meet your expectations?It was recommended and well-motivated by a bowling collogue, who subsequently became my advisor and the overriding factor was the succession planning, as opposed to an individual broker, who might fall by the wayside2. How satisfied are you with the quality of our services?Pat Blamire, Senior Advisor, is very professional and on top of her game and her expertise and manner as a planner is exceptional.3. Did we handle any issues or concerns in a timely and professional manner?Yes my planner and Avril, the relationship Manager, are very efficient and professional at all times.4. Would you recommend our company to a friend or colleague, and why?For professional Financial matters undoubtably5. Is there anything else you would like to share about your experience with us?

Beast thing we could have done !!!!!!!!!!!Recent experience of someone passing on without a Will was a BIG eye opener with problems it resulted in. Thank goodness for the Legacy Folder an absolute blessing ! It is not always the big things in life but the small ones as well. Many of our friends followed us to join Chartered Wealth and just as happy. It all started off with a cancellation of a table at a Wine Tasting event and I was asked to please fill the table free of charge. This is where Johan van Zyl (bless his soul)who was with me sorted it out very quickly and invited the Chartered Wealth team (much smaller then). Apparently from feed back the CW group stayed on till early hours and also purchased a lot of wine. What a nice start to the beginning of a most successful friendship.Upon retirement Johan had paved the way to Chartered Wealth for me , repeating myself The best thing I could ever have done".Since then CW have "chartered" my life for me

We were introduced to Chartered Wealth Solutions many years ago by a then quite young Barclay Hoare who was our Insurance Broker at the time.We have never regretted putting our future in the hands of Chartered Wealth Solutions. They have always been very friendly, courteous, and professional in our association with them. Any issues, queries, requests have always been dealt with in their usual efficient and friendly and professional manner.We would have no hesitation in recommending them to anyone looking to have their investments in the hands of competent professionals.And at a personal level they never forget mine and my wife's birthday.Ken and Gail Charles

I have trusted my finances and retirement planning to Chartered since they started, and now also appreciate the professional tax, medical and legacy solutions. The Chartered family are available, attentive, affable and offer all round exceptional service.

Chartered Wealth impressed me with their wholistic approach. They firstly do a proper analysis of your assets and situation, then find out what you want and help you decide where you are heading, financially and mentally after retirement, then help you in planning ahead, suggesting ways to manage your money, how and where to invest and then do yearly meetings to keep you updated on you portfolio and get your feedback to keep them updated with your situation.Their personal contact strategy works well and their talks and co-retiree info seminars forces you to meet other people in similar situations.At Chartered you are not just a statistic, you are one of the family.I will refer anyone who needs retirement advice and are uncertain about the future and how to tackle later years, to Chartered.

It was a superb decision to entrust our finances to Chartered Wealth Solutions, from our first meetings where we discussed retirement to advice on investments to discussion of budgets. We have an exceptional financial advisor who, with her team, provides professional, knowledgeable, enthusiastic, well-founded, efficient and friendly advice all the time.

My experience with Don Adams & The Chartered Wealth Team in PE has been wonderful. Very professional, helpful, friendly and scenarios fully clarified. I came away feeling that my best interests had been taken care of and financial plans optimized to the full. I have every confidence in their advice and highly recommend them should one be considering a retirement plan.

Very satisfied with Chartered Wealth. Their professionalism and quick turnaround and response times to financial and admin matters. A very successful and extremely well qualified personnel. The company provides comprehensive financial and wealth preservation advice, arranges excellent guest speakers and also provides varied and wide ranging and interesting social events. Very comfortable that our affairs are in safe hands and I would certainly recommend the company to family, friends and colleagues.