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Purpose-Built.
Advice-Led.

At Chartered Wealth Solutions, financial planning has always been about more than just numbers. It’s about people – your goals, your values, your life’s journey.
That’s why we created WealthStrat – an investment management business purpose-built to serve our clients, and advice-led from day one.

Born from the belief that investments should support your financial plan, not chase market fads, WealthStrat is driven by the needs of the financial plan and advice process. Not distant or disconnected, but deeply personal.

Our in-house team offers a full suite of investment solutions, ranging from expertly managed share portfolios to a selection of carefully curated unit trust offerings, both locally and globally.

Why
WealthStrat?

What sets WealthStrat apart is our unwavering focus on delivering value: low costs, real returns, and a clear investment philosophy aligned with each client’s long-term goals.
As an independent business, we have the freedom to partner with best-in-class providers where it adds meaningful value. That includes working alongside global research leaders like Morningstar and PortfolioMetrix, and trusted investment administrators like Prescient, Ninety One Investment Platform and DMA. These partnerships give our clients access to world-class insights, technologies, and execution, without ever losing the personal touch that defines our service.
Whether you’re investing for retirement, building generational wealth, or simply wanting your money to work in harmony with your life goals, WealthStrat is here to deliver the structure, strategy, and stewardship you need.
With Chartered Wealth Solutions and WealthStrat working side by side, you get the confidence of a truly integrated approach.