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Chartered Wealth Solutions

Email address and contacts

Quick try with James Carvalho 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

  • James Carvalho
    Director and Financial Planner
  • Joanie Van Den Heever
    Compliance Officer
  • John Campbell Cfp
    CEO

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New team members of Chartered Wealth Solutions

Liza Brink
Articled Planner
Matthew Ketley
Business Analyst
Barclay Hoar
Chairman
John Campbell
CEO
Sophie S Kalambaie
Administrator
Stephanie Bakhuis
Retirement Specialist
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