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Where there’s a will, there’s a better way

What many people overlook is that estate planning extends far beyond having a signed will in place.

Chartered Wealth SolutionsDec 4, 2024

Understanding power of attorney in SA: Managing mental incapacity, legal challenges

In South Africa, a POA automatically terminates if the principal becomes mentally incapacitated.

Power of attorneyNov 12, 2024

Future-proofing your kids: Financial lessons on interest, debt, budgeting

In SA, where economic challenges are prevalent, teaching financial literacy to the next generation is vital.

Chartered Wealth SolutionsOct 22, 2024

Are you driving yourself to financial stress?

Every financial decision is a trade-off between today’s wants and tomorrow’s needs, says Jason Appel, financial planning specialist at Chartered Wealth Solutions.

Chartered Wealth SolutionsSep 16, 2024

Navigating financial security as part of the Sandwich Generation

Finding a balance that supports your loved ones while securing your financial future is possible.

Chartered Wealth SolutionsAug 15, 2024

Financially unprepared: The unintended burden of inheritance

Financial maturity means understanding the value of money, making informed decisions and feeling comfortable with financial responsibilities, says Stephanie Ferreira, financial planning specialist at Chartered Wealth Solutions.

Chartered Wealth SolutionsJul 29, 2024

Insights into women’s distinct approach to financial planning

A recurring theme is the way women often prioritise their families’ financial needs above their own, says Tiffany Havinga, financial planning specialist at Chartered Wealth Solutions.

Tiffany HavingaAug 30, 2023

Estate planning considerations for South African residents with international heirs

As is the reality for many South Africans, many of our clients have children or heirs living abroad.

Tom BrukmanJul 4, 2023

Shining a light on solar power: Is renting or buying the right option for you?

To make an informed decision, you need a clear idea of the appliances that need to be powered by the solar system before requesting quotes, says Jason Appel, financial planning specialist at Chartered Wealth Solutions.

Solar powerMar 13, 2023