If you have experienced a life planning meeting at Chartered, or attended one of the RetiremeantTM workshops, you will have encountered the colourful and very useful Wheel of Balance.
The Balance Wheel is a tool that Chartered Life Planners use in their meetings with clients. The purpose of this approach is to assist clients to create a balanced and holistic life, one that takes all eight categories into account.
Because Chartered believes in living its own philosophy, each year the Chartered Family commits to giving time and money to support those who are championing give-back initiatives in their communities. The give-back category in the Balance Wheel is essential, we believe, to living a well-rounded and content life.
Chartered aims to give back across a number of projects: in education, in animal welfare, in sharing our expertise in financial planning, in caring for vulnerable people. In addition, the Chartered Family participates in ad hoc fund-raising projects such as Tekkie Tax Day, Casual Day and 67 Minutes for Mandela Day. For the latter, the Chartered Family created a number of hampers for the staff of the Baby Moses home for abandoned babies. These days are co-ordinated by new staff member,
This year, members of the Chartered Family ran Financial Literacy workshops for the public, as part of the Financial Planning Institute of Southern Africa’s broader programme to educate the South African community. The programme includes essential skills such as budgeting, managing debt, saving and planning your finances, and runs throughout the year. Chartered also ran these workshops with the staff of LEAP Science and Maths School Alexandra.
Chartered Legacy & Trust provided invaluable services to the staff of our long-time partner, Iphutheng Primary School in Alexandra, by providing advice on Wills, and helping those staff to set up valid Wills. This will be an ongoing relationship, as Wills are reviewed every year to remain an accurate reflection of testator’s wishes.
This year it was Border Collie Rescue that received two visits from the Chartered Family, to paint and plant and play. This project has had an influx of animals from deceased farmers, and so was very grateful for the donation of plants, food and toys.
Also caring for animals, our Family responded to a crisis for water at shelters in Cape Town by collecting bottled water. This was the Water for Paws temporary project that enjoyed much support. Our environmentally conscious Tanya Correia continues to challenge the Chartered Family to be aware of the impact of plastic on the environment. She drove a challenge to recycle plastic for owl houses – an initiative with a dual outcome: homes for these amazing feathered creatures and repurposing plastic.
Partnering with Women At The Threshing Floor for the fourth year, Chartered supported the Winter and Christmas Outreaches by this not-for-profit organisation that helps child-headed households in Alexandra. The ladies of Chartered Tax again threw their weight behind the collection of stationery packs for the children. The Chartered Family generously pitched in and added toiletries to the donations.
Finally, Chartered has been collecting clothing for youth work acceleration programme, Harambee. This project prepares young, unemployed youth for interviews by running interview, CV and life workshops. It has grown to 39 branched countrywide and has created significant corporate partnerships with well-known brands.
Chartered clients are always welcome to become involved with Chartered, in whatever capacity they wish. You need only contact Tom Brukman or Kim Forbes.