Chartered Wealth Management

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My Wealth Manager

our financial services

My Wealth Manager

My Wealth Manager was born after many years of clients requesting that details of their life insurance and investments be passed on to their family and legal advisors in the event of their death. The difficulty arises when clients move their money around regularly to achieve the best interest rate and only a portion of their wealth can be accessed by their Advisor.

My Wealth Manager has developed to be so much more than just a wealth register. As a result of constructive feedback from clients and a massive input from technology provide My Wealth Manager is a practical real solution to managing money.



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