Financial Need Analysis Tool:

Click Here to watch the quick video to see how the tool works.

Click on the link below to go to the tool.

www.southerncharterfna.co.za

 

How to use this page

Notice: In order to keep all of the documents up to date, we have moved them to one drive. This means that the process of downloading will be slightly different: 

  1. Find the item you want
  2. Click on the item (it will open in a new tab on your browser as a onedrive folder)
  3. Click on the circle in the top right corner of the item (it will turn blue) 
  4. Click download in the top left corner 
  5. Hay presto! You should have the file :)

Please note that the marketing slides are more up to date than the Marketing Documents

 

Digital Letterheads

Southern Charter Wealth Managers (update 01/18)

Southern Charter Financial Services (updated 01/18)

Southern Charter Fund Managers (updated 01/18)

 

Logos

All Southern Charter Logo's in PNG format (updated 01/18)

All Southern Charter Logo's in JPEG format (updated 01/18)

 

Marketing Slides

Southern Charter Financial Navigator Slide (updated 01/18)

Southern Charter Wealth Managers Slide (updated 01/18)

Southern Charter What EBs do (updated 01/18)

Southern Charter Wealth Creation (updated 01/18)

Asset Allocation Table (updated 12/17)

Asset Allocation Graph (updated 12/17)

Southern Charter Awards (updated 10/17)

General Rule of Thumb Presentation (updated 11/17)

Southern Charter Track Record (updated 11/17)

Southern Charter Progress in Retirement Industry (updated 11/17)

Southern Charter Retirement Funding Structure History (updated 11/17)

Southern Charter Mindset (updated 11/17)

Southern Charter Financial Educational Slides (updated 11/17)

Southern Charter 25% Reduction in Fees (updated 11/17)

Allan Gray Investment Platform Choice (updated 10/17)

Southern Charter Bear Market Track Record (updated 10/17)

Southern Charter Credential Slide (updated 10/17) 

Southern Charter Life Cycle Funds (updated 10/17) 

Southern Charter Ongoing Investment Process (updated 10/17)

Payroll Reconciliation (updated 10/17)

Saving 15% for Financial Independence (updated 10/17) 

The Southern Charter Group Explained (updated 10/17)

 

Marketing Documents

Southern Charter Financial Navigators doc (updated 08/17)

Southern Charter Tax Advantage doc (updated 02/16)

Southern Charter Flagship Lifecycle Range doc (updated 02/16)

Southern Charter Lifecycle investment strategy (updated 08/17) 

Southern Charter Wealth Managers (updated 08/17)

Southern Charter What Our EBs do (updated 03/16)

Southern Charter What our FMs Do (updated 02/16)

Southern Charter Wealth Creation (updated 09/17)

Southern Charter Insight Retirement Fund (updated 10/17)

 

PowerPoint Templates

Southern Charter Wealth Managers 

Southern Charter Financial Services

Southern Charter Fund Managers

 

 

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