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Charl had so much valuable information and knowledge to share. He helped me come up with a plan for my finances, as well as connecting me with other people. I was feeling confused and lost with my finances, and now I am feeling motivated and confident, with clear goals that are achievable! I couldn’t recommend Charl more - he offers a variety of services that can serve everyone no matter where you are in your finance journey! For all the Yachties, Charl is your go to guy - getting finance guidance from someone in the industry makes it so much more relevant! 👌🏽🙏🏼🤩
Reply from The Yachting Investor Pty Ltd
Hola Maya!!
How awesome reading this. You were genuinely one of my favourite sessions I've ever done. You are light years ahead of the game and it's nice to work with someone who has clear goals going forward.
Always here to help wherever I can. Take care!
Charl - TYI
How awesome reading this. You were genuinely one of my favourite sessions I've ever done. You are light years ahead of the game and it's nice to work with someone who has clear goals going forward.
Always here to help wherever I can. Take care!
Charl - TYI
Where to begin! Charl is an absolute gem! I had a 1-on-1 interview with him. Talking about what I have done and what my next step would be, he steered me toward the investing course, and it changed my life—made me confident in investing and actually gave me knowledge of what I was investing in and not just doing it blindly! He is always there if I have a question and does not expect anything in return!
Reply from The Yachting Investor Pty Ltd
Hello Marisca,
Wow what a nice review to read!!
I am SO HAPPY hearing the investing course has a positive impact on you. That's exactly why I built it!
Always here to help. Keep on smashing it and good luck with your season!
Charl -TYI
Wow what a nice review to read!!
I am SO HAPPY hearing the investing course has a positive impact on you. That's exactly why I built it!
Always here to help. Keep on smashing it and good luck with your season!
Charl -TYI
Had such a great chat surrounding the in's and out's of finances in this day and age with Charl. One can see that he is truly passionate about the subject and he's done some deep research of his own, really tayloring the service to the unique landscape that yacht crew are traversing. Would recommend him to anyone looking for some guidance in this realm with solid and logical action steps. Cheers Charl!
Reply from The Yachting Investor Pty Ltd
Hey Willow!
Thanks for such a great review. Really enjoyed my session with you and how you applied yourself. Glad I could shed some light on some questions and help you formulate some steps going forward.
Keep up the good work! Stay free, stay invested.
Thanks for such a great review. Really enjoyed my session with you and how you applied yourself. Glad I could shed some light on some questions and help you formulate some steps going forward.
Keep up the good work! Stay free, stay invested.
Really great down to earth advice with professional services. Dankie bru
Reply from The Yachting Investor Pty Ltd
Hey Dom! What a pleasure it has been meeting you and seeing how you're growing in the industry and in your financial life! Keep up the good work and always give your best.
Charl - TYI
Charl - TYI
Charl not only is an incredible mentor and advisor in all thing finance and investing, he is also someone who genuinely cares about your progress. He has helped me go from a naive yachtie to someone who has a solid, diversified investing portfolio and has just bought my first investment property. None of this would have happened without Charl!
Working with Charl has been a game changer. He explains finances in practical, day to day language that actually makes sense for yacht crew. No corporate jargon. No complicated theory. Just clear guidance on budgeting, saving, investing and building long term security while working offshore.
What sets him apart is that he understands the realities of yachting life, and he structures advice accordingly.
If you’re in the industry and serious about taking control of your money instead of just earning and spending season to season, I highly recommend having a chat with Charl.
Reply from The Yachting Investor Pty Ltd
Mr Paul!
Thanks for a lovely review. You're gonna go far dude! You are years ahead of the game and it's refreshing to see how one of my students not just learns the theory- but also immediately applies it.
It's been awesome watching you grow! Here's to the next mission. Stay free and stay invested!
Charl
Thanks for a lovely review. You're gonna go far dude! You are years ahead of the game and it's refreshing to see how one of my students not just learns the theory- but also immediately applies it.
It's been awesome watching you grow! Here's to the next mission. Stay free and stay invested!
Charl
Charl has been an incredible mentor in helping me understand the fundamentals of investing. When I first started, everything felt overwhelming, but he took the time to explain concepts clearly and patiently, making it all easy to grasp. Thanks to his guidance, I’ve not only built a strong foundation but have actually become obsessed with finance!
He genuinely cares about your growth, answers every question thoughtfully, and makes sure you truly understand before moving forward. I highly recommend Charl to anyone who wants to start their investing journey with the right guidance.
Reply from The Yachting Investor Pty Ltd
MJ!
Thank you kindly for your feedback. Some of my best, most rewarding sessions has been with you. I love how far we've come with your personal finances in a very short time!
It just goes to show, everything is possible if you put your mind to it!
Keep on smashing it, you're a good man and I'm always here to help :)
Charl
Thank you kindly for your feedback. Some of my best, most rewarding sessions has been with you. I love how far we've come with your personal finances in a very short time!
It just goes to show, everything is possible if you put your mind to it!
Keep on smashing it, you're a good man and I'm always here to help :)
Charl
Fantastic guy, fanstastic advice. Helped me get started on my own investment journey.
Reply from The Yachting Investor Pty Ltd
Mr Townsend!
Thank you kindly good sir. Glad I could help, especially since you were only 20 years old and have such a massive runway to let your investments compound and grow.
Always keep your eyes on the prize and do your best!
Charl
Thank you kindly good sir. Glad I could help, especially since you were only 20 years old and have such a massive runway to let your investments compound and grow.
Always keep your eyes on the prize and do your best!
Charl
Shoutout to Charl for teaching me compound investment strategies, which has helped me grow my portfolio over the last few months and hedge against inflation in a terrible economy. I am on track to being able to buy my first rental property cash.
Reply from The Yachting Investor Pty Ltd
Love to hear this!!!
You are definitely one of my prodigy's in the space. As a yachtie and as an investor!
Good job applying yourself and working on multiple income streams at a young age!
Charl
You are definitely one of my prodigy's in the space. As a yachtie and as an investor!
Good job applying yourself and working on multiple income streams at a young age!
Charl
Charl got rid of my fear of personal finance. He showed me how easy it is to manage my own money without having to go to a financial advisor. I really appreciated how he walked me through steps I can take without using big financial slang terms that I don't understand and without any judgement of my current financial situation. Can’t recommend his coaching sessions enough. Retirement actually seems possible for me now.
Reply from The Yachting Investor Pty Ltd
Mrs Fernandez!
What a joy it was working with you on your financial journey. There is no student that even comes close in terms of progression! You started with crippling fear and anxiety around the money topic and left my coaching program an absolute boss lady that now runs the show!
I'm so proud of you and your husband and I hope that retirement comes a lot sooner than you think :)
Stay free, stay invested.
Charl
What a joy it was working with you on your financial journey. There is no student that even comes close in terms of progression! You started with crippling fear and anxiety around the money topic and left my coaching program an absolute boss lady that now runs the show!
I'm so proud of you and your husband and I hope that retirement comes a lot sooner than you think :)
Stay free, stay invested.
Charl
Charl is an expert in his field. If you're a yachtie who needs help with managing and increasing their finances, Charl is the guy to guide and equip you on how to do it. Would definitely recommend.
Reply from The Yachting Investor Pty Ltd
Hey Nantes!
Thanks for a great review. Really enjoyed our sessions together and looking forward to sailing a Catamaran with you in the Caribbean in a few years time ;)
Charl
Thanks for a great review. Really enjoyed our sessions together and looking forward to sailing a Catamaran with you in the Caribbean in a few years time ;)
Charl
I had a session with Charl at a pretty pivotal moment. I was just about to sign into a fairly major offshore investment structure, and something in my gut told me to get a second opinion from someone who actually understands yachting and what this lifestyle does to your finances long term.
I’m very glad I did.
Charl didn’t try to sell me anything, didn’t overcomplicate things, and definitely didn’t give me the “financial advisor script.” He just listened, asked sharp questions, and helped me see the situation clearly. Within one call, I felt 10x more grounded and confident in the direction I was taking.
What I appreciated most is that he genuinely gets it. He’s been in the industry, he understands the rotation lifestyle, the big income swings, the temptation to overcommit, and the pressure to “do something smart” with your money. His advice was solid, practical, and based on real experience — not theory.
He’s straight-talking, down to earth, and clearly wants the best for people. You can tell he actually cares about helping yacht crew build real wealth and optionality, not just portfolios on paper.
If you’re in yachting (or recently out) and you’re about to make a big financial decision, have a chat with Charl first. It could save you a lot of money — and a lot of stress.
Couldn’t recommend him highly enough.
Reply from The Yachting Investor Pty Ltd
Callum, what a wonderful review brother!
I'm so happy our paths crossed and that I was able to shine some objective light on this often misunderstood topic.
People like you are EXACTLY the reason why I started this business and it adds so much fuel to my fire!
I look forward to seeing you grow in yachting, financially and as a man! Best of luck my guy!
Charl
I'm so happy our paths crossed and that I was able to shine some objective light on this often misunderstood topic.
People like you are EXACTLY the reason why I started this business and it adds so much fuel to my fire!
I look forward to seeing you grow in yachting, financially and as a man! Best of luck my guy!
Charl
Not only is this guy a legend, but he also knows his stuff 🙌🏼 Highly recommend!!
Reply from The Yachting Investor Pty Ltd
Mr Nelson!
Was a pleasure meeting you and thanks for entrusting me to help build a financial strategy for you that you can use in your yachting career!
I wish you many safe miles at sea and a healthy portfolio. Peace, legend :)
Was a pleasure meeting you and thanks for entrusting me to help build a financial strategy for you that you can use in your yachting career!
I wish you many safe miles at sea and a healthy portfolio. Peace, legend :)
Charl is a level headed and kind guy who’s building something that is adding tangible value to real people’s lives and helping clueless folks like me along the path to financial literacy. In a landscape filled with grifters trying to con you out of your hard earned money Charl is truly a breath of fresh air.
Reply from The Yachting Investor Pty Ltd
Anton! Thanks for your kind review good sir.
I am very proud of the steps you are already taking to build a life full of financial abundance. I know you'll make a success out of anything you take on.
(P.S. I am also fed up of grifters in this space so I appreciate that part of the review immensely haha!)
All the best mate, fair winds!
I am very proud of the steps you are already taking to build a life full of financial abundance. I know you'll make a success out of anything you take on.
(P.S. I am also fed up of grifters in this space so I appreciate that part of the review immensely haha!)
All the best mate, fair winds!
Lekker
Reply from The Yachting Investor Pty Ltd
Not a lot of context here but I hope you found my resources lekker ;)
If you would like straight up, realistic advice that actually works - this is your guy. Been in the industry for a while and its shocking how much money disappears and how much you lose if you aren't careful or smart.. especially for us as South Africans. Thanks Charl! The change has been amazing, very grateful. Keep doing what you're doing!
Reply from The Yachting Investor Pty Ltd
What a lovely review! Thank you Katherine :)
I'm super happy to have walked a path with you and very proud of your progress!
I promise I'll keep on what I'm doing! From now, until forever ;)
I'm super happy to have walked a path with you and very proud of your progress!
I promise I'll keep on what I'm doing! From now, until forever ;)
