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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.

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!

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

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10 RetiremeantTM Truths

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Fourteen Action Items

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Podcasts

Money advice for every stage of life

Yvette Johnson and Kim chat about money conversations to have with your children and crucial conversations to engage in with your partner or Financial Planner. Be clear on your money beliefs, expectations and needs. October 2019

How To Turn Your Age Into Your Greatest Asset

On Fine Living on Classic 1027 with Yvette Johnson, we discuss embracing aging with gratitude – it’s all about your attitude. September 2019

5 Tips for Women to Better Plan Their Financial Futures

On Fine Living on Classic 1027, Kim Potgieter shares her top 5 tips for Women’s Month, in order for women to plan their financial futures better. August 2019

How is money serving you?

Kim Potgieter chatted with Lisa Linfield – founder of Working Women’s Wealth. A holistic life plan AND a financial strategy is worth so much more when MEANING and MONEY meet! Understand your return on life, not your return on your money! January 2019

 Worried about money? How to have a courageous chat with your spouse about it 

Life planner Kim Potgieter shares five tips on navigating the complexities around money and relationships with Ray White on Talk Radio 702. September 2018

Top 5 tips for Financial Wellness in a Marriage 

Kim shares some 5 tips for financial wellness in a marriage and relationships with Kutlwano Masote on the Classic Living show.

Top 5 tips on how to get your kids money smart

Kim joined Breakfast with Martin Bester to teach children how to be smart with money. July 2018

When your partner sabotages the financial plan

Kim sheds some light at Classic Living on Classic 102.7, July 2018.

Classic Living on Classic FM

Kim explains the importance of managing money from a young age and how parents can equip their children with good financial advice and how to be responsible with your finances, June 2018.

Classic Wellness: Love and Money

Kim sheds some light on the deep-rooted relationship we have with money on Classic Wellness on Classic 102.7, March 2018.

How to become totally free from debt in 2018

Kim Potgieter with Ray White of 702 talk, December 2017

How to become totally free from debt in 2018

Have you ever bought something just to make you feel happy – or appear more successful – not because you need it? If you are serious about getting rid of debt; a good starting point is to be honest with yourself, December 2017

Get Tough on Family who Bleed you dry

The Courageous Currency series on Classic FM with Michael Avery comes to a close with perhaps the toughest of all conversations … How to get tough on family who bleed who dry. Kim explores this tough yet very frequent family dynamic, July 2017

Protect our Families and Assets on Death

Where there’s a will, there’s a way… the sixth installment of the Courageous Currency series on Classic FM Kim and Michael Avery discuss Wills and Trusts. Two documents that can help us protect our families and assets upon death, July 2017

The "M" word... Midlife Crisis ...

The “M” word … Midlife Crisis … often described as the the day you wake up and wonder if this is as good as it gets? Or if your life could be better? The fifth segment of the Courageous Currency series on Classic FM sees Kim and Michael Avery chatting about this life transition and the implications for your money, July 2017

Talking Money with your Family

What crucial conversations do you need to have with your spouse/significant other and children? The fourth segment of the Courageous Currency series on Classic FM sees Kim guiding us on how to broach the taboo topic of money by having effective money conversations, June 2017

Our Relationship with Money

The Courageous Currency series on Classic FM continues with Kim getting us to dig deep by thinking about our relationship with money. She explains how this intimate and crucially important relationship subconsciously guides our attitudes and behaviours around money, subconsciously, May 2017

The Concept of our Money Story

Michael Avery of Classic FM hosts Kim for a Courageous Currency series. In the first installment of the series Kim introduces us to the concept of our money story and how being aware and owning it can be empowering, May 2017

The Role of Money in Relationships and Divorce

Kim joined Family Law Attorney Elizabeth Cardona for a panel discussion on Classic FM on the role of money in relationships and what happens in the case of divorce, April 2017

The Role of Money in Relationships and Divorce

Michael Avery and Classic FM host Kim for a panel discussion on the often overlooked emotional and psychological aspects of retirement, March, 2017

Television

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

New Retirement Thinking
Part 2 of 2

Business day with Bronwyn Seaborne

New Retirement Thinking
Part 1 of 2

Business day with Bronwyn Seaborne

'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

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.

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Tel: +27 11 502 2800
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Tel: +27 41 001 1026
Western Cape Office
Tel: +27 21 001 0048
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