“The future belongs to those who believe in the beauty of their dreams.”

Eleanor Roosevelt

BUILDING WEALTH

Helping you protect your future

Ben Charlton

Financial Planner

I am a financial planner specialising in comprehensive financial advice by researching and considering the best retail investment products or providers available to meet the client's needs and thus provide clients with unbiased and unrestricted advice. This is a huge advantage to you the client.

My clients are my number one priority and everything I do I do for them. My philosophy is "look after your clients and everything else will look after itself.”

I have a Bcom degree as well as a Post Grad diploma in Financial Planning. I have also successfully passed the FPI’s board exam. Starting off in the banking sector I came across many heart wrenching situations where parents were desperately trying to get money to pay for school fees or businesses were struggling because of a lack of proper planning. This is when I realised that I wanted to become a financial planner, so that I can help people to realise their short and long term financial goals by implementing tailor made financial plans.

A financial plan is more than a set of financial strategies - it's a way to capture what's important to you, build wealth and translate it into the future you want. That's why I believe in ongoing, personal advice - building long-term financial plans that adapt to your changing needs, and bring you lasting financial security and wellbeing.

LATEST BLOGS

Updated every week to keep you informed

"Happiness is not something you postpone for the future; it is something you design for the present."

Jim Rohn

YOUR FINANCES

Helping you choose the right products to create a portfolio that will fit the life you want to plan

“Don't wait. The time will never be just right.”

Napoleon Hill

TESTIMONIALS

Hear it from my clients

Ben Charlton understands that to our family our financial fitness is not simply a matter of figures on a balance sheet, its far more complex than that. To feel secure we have to have confidence that experts who truly care about our future are overseeing our investments. That’s Ben.

BRAD FOURIE

BUSINESS OWNER

Following purchasing our first home and setting up a business, my husband and I were pleased to meet with Ben and benefit from their expertise. Ben has been helping us in recent months to put in place the necessary financial and legal structures to protect us and our business as it continues to grow. We have found them to be friendly and approachable, and they have listened to our desires and needs throughout the process.

NKULE ZULU

BUSINESS WOMAN

After completing my medical degree I was hounded by financial planners to take out life policies, Retirement Annuities and investments. So I ended up with all these debit orders going off my account without really knowing why they were in place. After having a bad experience with my adviser I was referred to Ben, and I’m so glad I was. He took the time and explained to me why each different insurance is important, he also explained to me how much cover I should take and why. Now at the end of the month when the debit orders go off my account I know exactly what it is for and how it fits into my financial plan. I sleep well every night knowing that if the worst were to happen, I’m covered.

DR. FOKANE

MEDICAL DOCTOR

“Every risk is worth taking as long as it’s for a good cause, and contributes to a good life.”

Richard Branson

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