Our newsletters

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Our newsletters 2017-07-11T16:09:16+00:00

Because we view our clients as part of our family, we love to communicate with them as meaningfully as possible. Our monthly Inflight newsletter offers inspiring insights into retiremeant: clients’ remarkable stories, Chartered events, a message from Director, Kim Potgieter, and recommended reading – all centered around the Wheel of Balance to help our clients live a fulfilling life.

Twice a year, our clients receive The Beacon, with a message from the Chartered Wealth Solutions Directors, and a thought-provoking article from one of our senior financial planners. We also feature Chartered activities that our clients enjoy, and invite to submit accounts of their adventures, travels or new careers.

We are happy to share these communiques with you and hope you will benefit as much from reading them!

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