Chartered Wealth Solutions Information
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Chartered Wealth Solutions
Summary
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 ...Show more
Organization Website | charteredwealth.co.za |
Social Links |   |
Phone Number | 11-502-2800 |
Industries | |
Headquarters Location | 2 North Road, Johannesburg, Gauteng, ZA |
Employees Size | 100-200 employees |
Specialties | Financial planning, Retirement life planning, Investment planning, Estate planning, Retirement |
Founded | 1999 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1974 | Public Company | 100-200 | - | $- | |
| 2009 | - | 10-50 | - | $- |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
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Number of employees by department
Total number all of employee turnover
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Length of Employment
Employee tenure at Chartered Wealth Solutions shows a diverse range of experience levels:
3% have been with the company for less than 1 year9% for 1–2 years12% for 3–4 years21% for 5–7 years12% for 8–10 years44% have over 11 years of service at Chartered Wealth SolutionsDiscover More
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Chartered Wealth Solutions
Struan Betty
Associate Planner
Katleho Khunyeli
System Support
Stephan Smidt
Articled Planner
Carmen de Goede
Client Relationship Manager
Siphiwe De Frend
Retirement Consultant
Maryanne Leicher CA CFP
Retiremeant(TM) Specialist
Dina Steele FPSA®
Legal Advisor
Ross Haine
Associate Planner
Thamandhrie Reddy
Client Relationship Manager
Lyndsay Barr
Writer
Savannah Reich CFP®
Articled planner
Courtney Kockjeu
Associate Planner
Sean Joubert
Articled Planner
Avril Coetzee
Para Planner
Ashley Archer
Financial Planning Specialist
Joanie Van Den Heever
Compliance Officer
James Carvalho
Director and Financial Planner
Patricia Tomsett
Financial Manager
Chelsea Bleekers
Client Relationship Manager at Chartered Wealth Solutions
Grant Hiscock CFP®
Articled Financial Planner
Colleen Wykerd
Client Relationship Manager
Kim Potgieter CFP®
Managing Director at Chartered Wealth Solutions
Karen Gayle Wilson
Concierge
Mihir Poobalan
IT Assistant
Vanessa Van Der Linde
Client Relationship Manager
Jack Trotter
Articled Planner
Brody Verseput
Articled Planner
Nicholas Lello
Senior Accountant
William Moodie CFP®
Articled Planner
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FAQ
Chartered Wealth Solutions operates in the Finance industries. More details can be found on the official website: charteredwealth.co.za.
The headquarters of Chartered Wealth Solutions are located in Johannesburg, Republic of South Africa.
You can contact Chartered Wealth Solutions by phone at 11-502-2800.
Chartered Wealth Solutions currently employs 100-200 people.
Well-known competitors of Chartered Wealth Solutions include ESWATINI NATIONAL PROVIDENT FUND and Xponential Growth Solutions.
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