Our Newsletters, RetiremeantTM Tips and Courageous Currency Conversations


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 RetiremeantTM and is filled with our 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.

Our weekly RetiremeantTM Tips guide our clients into living fulfilling and meaningful lives.

Twice a year, our clients receive The Beacon, with a message from the Chartered Wealth Solutions Directors and thought-provoking articles from our RetiremeantTM Specialists. We also feature Chartered client activities and accounts of clients’ adventures, travels or new careers.

Subscribe to our Newsletters

Kim Potgieter shares a monthly blog Courageous Currency Conversations that inspires readers to assess and understand their relationship with money. The blogs features practical tools to guide a mindshift to create positive and powerful transitions.

We are happy to share these communiques with you and hope you will enjoy reading them!

Download our e-books


Our eBooks, written by Director Kim Potgieter, guide our clients to Retire Successfully by making their money work for them in RetiremeantTM.

PLEASE NOTE: You need to fill in your details to be able to download the E-Book

30 Money Mistakes Women Make

Virus-Proof
your Retirment

10 RetiremeantTM Truths

Fourteen Action Items

Download

Download 30 Money Mistakes Women Make and Ways to Get Back on Track

Please complete the form to download the selected ebook, 30 Money Mistakes Women Make and Ways to Get Back on Track

Download

Download Virus Proof Your Retirement

Please complete the form to download the selected ebook, Virus Proof Your Retirement

Download

Download 10 RetiremeantTM Truths

Please complete the form to download the selected ebook, 10 RetiremeantTM Truths

Download

Download Fourteen Action Items

Please complete the form to download the selected ebook, Fourteen Action Items

Television and Recordings

Humans Under Management SA (Virtual Conference) 2020

Kim Potgieter discusses Building a Financial Planning Business at the HUM Virtual Conference, 2020

Virtual Client Event with
Dr Dave Kloeck

Dr. Dave Kloeck talks about Covid-19 & what’s really happening on the homefront

You and Your Money New Retirement Planning

Business Day TV with Bryan Hirsch 11 March 2019

You and Your Money
New Retirement Thinking

Business Day TV with Bryan Hirsch 10 December 2018

You and Your Money
Retirement Planning

Business Day TV with Bryan Hirsch 18 September 2018

‘Retiremeant’
Book Launch

RETIREMEANT: Get more meaning from your money

Kim Potgieter on her book
‘Retiremeant’

For many, the subject of retirement triggers a subconcious ugly truth.

New Retirement Thinking
Part 2 of 2

Business day with Bronwyn Seaborne

New Retirement Thinking
Part 1 of 2

Business day with Bronwyn Seaborne

New Retirement Thinking
Part 2

Kura Chihota is joined by with Kim Potgieter to provide helpful tips in mapping out a retirement plan.

New Retirement Thinking
Part 1

Kura Chihota is joined by with Kim Potgieter to provide helpful tips in mapping out a retirement plan.

Smart Money
Part 3

Kura Chihota and Warren Ingram from Business Day TV chats to Kim Potgieter to find out what you can do today to ensure your retirement future.

Smart Money
Part 2

Kura Chihota and Warren Ingram from Business Day TV chats to Kim Potgieter to find out what you can do today to ensure your retirement future.

Johannesburg Office
Tel: +27 11 502 2800
Eastern Cape Office
Tel: +27 41 001 1026
Western Cape Office
Tel: +27 21 001 0048
Connect with Chartered

Chartered Wealth Solutions is an authorised financial services provider
(FSP no. 13909)

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