Chartered Wealth Solutions

🚨 We’re Hiring! 🚨 Exciting news! We're looking for a Client Relationship Manager to join our team in Cape Town! If you're passionate about building strong client connections and thrive in a collaborative environment, this opportunity is for you.

As the year winds down, we want to take a moment to wish you a joyful and fulfilling holiday season. To celebrate the season, we are delighted to share our special gift with you: A Balanced Holiday Season-Recipes Inspired by the Wheel of Balance™. This curated collection of recipes is inspired by the eight key areas of the Wheel of Balance™—Health, Work, Play, Relationships, Money, Purpose, Give Back, and Learn—offering dishes that bring joy, nourishment, and meaning to your holiday celebrations. Download the recipe book here: https://lnkd.in/dskznPJT We look forward to connecting with you again in 2025! #CharteredWealthSolutions #PlanningWithPurpose #FestiveSeason #RecipeBook #WheelOfBalance

We are proud to be an ongoing partner of Women In Finance Network, and look forward to another successful year in 2025! #WomenInFinanceNetwork #CharteredWealthSolutions #Networking #Partnership

In this episode, Kim Potgieter is in conversation with Financial Planning Specialists James Carvalho and Maryanne Leicher. James discusses Power of Attorney in SA -Managing Mental Incapacity and Legal Challenges, and Maryanne highlights the importance of Estate Planning –Where there’s a will. As Kim mentioned, to celebrate the festive season, we are delighted to share our special gift with you: A Balanced Holiday Season-Recipes Inspired by the Wheel of Balance™. This curated collection of recipes is inspired by the eight key areas of the Wheel of Balance™—Health, Work, Play, Relationships, Money, Purpose, Give Back, and Learn—offering dishes that bring joy, nourishment, and meaning to your holiday celebrations. Download the recipe book here and enjoy: https://lnkd.in/d4z4kC5u We look forward to sharing more insightful topics with you in 2025! #TheCharteredShow #CharteredWealthSolutions #FinancialPlanning #LifePlanning #PowerOfAttorney #EstatePlanning

In this episode, Kim Potgieter is in conversation with Financial Planning Specialists Jason Appel and Tiffany Havinga. Jason discusses whether owning your dream car is truly worth the financial strain it may place on your future, and Tiffany offers insights into achieving financial security as a member of the 'Sandwich Generation'—balancing the needs of both your children and aging parents. #TheCharteredShow #CharteredWealthSolutions #FinancialPlanning #LifePlanning #FinancialSecurity #SandwichGeneration

An insightful Citywire SA Adviser feature of our very own Stephanie Ferreira CFA, CFP®, who shares her financial planning journey - bridging the gap between investments and financial planning. #CharteredWealthSolutions #Citywire #Adviser #FinancialPlanning #Investments

Retrenchment can be one of life’s most stressful experiences, but companies across the country are resorting to it to survive tough economic times. With the right preparation and knowledge, you can take control of your finances and make the transition smoother. A sound plan is essential, even if it involves some short-term sacrifices—the outcome is empowerment through preparedness. Financial Planning Specialist, Jason Appel CFP®, provides guidelines to help you understand key areas like your severance package, retirement funds, UIF claims, medical aid considerations, leave pay, and financial planning so you can make informed decisions during this time. Read the full article: https://lnkd.in/dn4wkZ9c #CharteredWealthSolutions #FinancialPlanning #LifePlanning #Retrenchment #MoneyConversations

Our very own Stephanie Ferreira CFA, CFP® represented Chartered at the Morningstar Investment Conference, participating in a panel discussion that offered valuable insights on pressing issues for advisers. A natural on stage, Stephanie’s appearance is just the beginning of her commitment to giving back to our industry. #CharteredWealthSolutions #MorningstarInvestmentConference #FinancialPlanning #Advisers

Happy Women’s Day! This Women’s Day, let’s celebrate the strength, resilience, and unique journey of every woman. As a financial planner, I’ve seen firsthand how confident and capable women are when it comes to managing their money - women have such a unique gift to harness their power, wisdom, and intuition to make smart financial choices. Yes, women see money differently, and in my experience, have an innate perspective to align their money with their life plans as an enabler of choice. And that’s why it’s so important put our lives at the centre of our planning and finding investment strategies that support and enable the dreams and goals we have for our lives. As a special gift for Women’s Day, download Kim Potgieter CFP®'s new complimentary eBook, Midlife Recalibration – From Challenges to Opportunities: 10 Midlife Myths & the Truths behind them, to inspire and guide you on your life journey > https://lnkd.in/dbjNPEJb Why this eBook is for you: • Be inspired to embrace change with curiosity and confidence. • Be encouraged to take control of your financial future - because no one understands your life goals and dreams better than you do. • Gain insights and guidance to align your life and money, putting your life at the centre of your financial planning. • Learn how to find renewed purpose and meaning in midlife and beyond. Your story is far from over. You have all the experience and wisdom you need to implement meaningful change. Embrace this journey and plan for the future you want. Happy Women's Day! #CharteredWealthSolutions #WomensMonth #WomensDay #MidlifeRecalibration #ebook

If you support your parents, adult children, and even grandchildren, you’re part of the Sandwich Generation. Balancing these responsibilities while planning for your secure future can seem nearly impossible, and managing savings, bond repayments, credit card debt, school fees, and frail care can be financially and emotionally demanding. Financial Planning Specialist, Tiffany Havinga CFP®, provides tips on managing the financial balance when it comes to your children, elderly parents and YOU! #CharteredWealthSolutions #FinancialPlanning #LifePlanning #FinancialSecurity #SandwichGeneration