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Chartered Wealth Solutions

Email address and contacts

Quick try with Kim Potgieter Cfp from charteredwealth.co.za

Chartered Wealth Solutions company description

Chartered Wealth Solutions is an award winning retirement planning business which specialises in helping people merge their money to a unique and authentic life in retirement. It helps its clients do this by combining three fundamental processes - Firstly, planning their lives in retirement; secondly, planning their finances to meet their goals and thirdly, planning their investment strategies.

Key Employees

  • Kim Potgieter Cfp
    Managing Director at Chartered Wealth Solutions
  • James Carvalho
    Director and Financial Planner
  • Joanie Van Den Heever
    Compliance Officer

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New team members of Chartered Wealth Solutions

John Campbell Cfp
CEO
Liza Brink
Articled Planner
Matthew Ketley
Business Analyst
Barclay Hoar
Chairman
John Campbell
CEO
Sophie S Kalambaie
Administrator
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