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Can you afford school fees and retire well?
Planning for education takes time, effort and courage, but it’s not something anyone can afford to ignore, says Chartered Wealth Solutions.
Chartered Wealth Solutions
Apr 24, 2025
Assessing life insurance – when does it no longer make sense to keep it?
Life cover is typically purchased to provide financial security for dependants, settle debts or to meet obligations like a home loan.
Chartered Wealth Solutions
Mar 25, 2025
How to get back on track when life forces a change
When your income changes, the way you manage money must change too, says Tom Brukman, director and financial planning specialist at Chartered Wealth Solutions.
Chartered Wealth Solutions
Feb 25, 2025
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 Solutions
Dec 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 attorney
Nov 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 Solutions
Oct 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 Solutions
Sep 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 Solutions
Aug 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 Solutions
Jul 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 Havinga
Aug 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 Brukman
Jul 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 power
Mar 13, 2023
