# Chartered Wealth Solutions

- **Website:** <https://charteredwealth.co.za>
- **Primary alias:** `charteredwealth.co.za`

## Description

Chartered Wealth Solutions is an independent, privately owned financial planning business focused on helping people make their money meaningful. Its personal, purpose-led approach connects financial decisions with each client’s life, goals and circumstances. A team of 27 Certified Financial Planner professionals creates tailored, holistic plans, while salaried Financial Planning Specialists work without commission-based incentives.

The company offers financial planning for life transitions and retirement, including its Retiremeant™ process, which helps clients plan for retirement as a new beginning and pursue unfulfilled goals on their own terms. Supporting services include investment planning through WealthStrat, tax planning from in-house specialists and accountants, and estate planning through Chartered Legacy and Trust. Chartered Wealth Solutions also runs workshops focused on purposeful planning and a balanced, meaningful life.

To support its community, the brand provides articles, eBooks, newsletters, retirement resources, podcast episodes and The Chartered Show. Its educational content covers topics such as money, retirement, investing and estate planning.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/RetireSuccessfully)
- [linkedin](https://linkedin.com/company/chartered-wealth-solutions)

## Logos & icons

- logo _(primary)_ — PNG, SVG — [download](https://cdn.brandfetch.io/id_y2sPmlp/w/820/h/240/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1793637292663)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id_y2sPmlp/w/2048/h/2048/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793637293395)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Buttercup | #f4b223 | accent |
| Astronaut | #242f68 | dark |
| Cherokee | #fdd79a | light |

## Fonts

- Mulish — asset _(google)_
- Mulish — asset _(google)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id_y2sPmlp/w/200/h/33/id5tosa22C.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793637292902)

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_Source: <https://brandfetch.com/charteredwealth.co.za>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._