


Chartered Workshops
life enabled by your money

Our Retiremeant™ Story
to Retire Successfully. We see retirement as a new beginning.



Chartered Workshops

Our Retiremeant™ Story
Welcome to Chartered Wealth Solutions
Our passion is holistic financial planning to get the most meaning from your money.
Life is unpredictable, and navigating the waters of finance and investing can be daunting. At Chartered Wealth Solutions, we understand this better than most. That’s why we take a personal approach to financial planning, focused on helping you chart a course that aligns with your unique journey.
Whether you’re going through a planned or unexpected transition, we believe that every beginning is an opportunity to achieve your unfulfilled dreams and goals, on your terms and in your own time. Our team of 27 CFP® professionals is committed to creating a holistic financial plan that is tailored to your needs and objectives. This approach is not just about the numbers and charts – it’s about helping you get the most meaning from your money.
We believe that your money and your life are intertwined. That’s why our motto is “Planning with Purpose.” We work with you to purposefully plan a life that is both rich and meaningful, enabled by your money. As an independent, privately owned company, our Financial Planning Specialists are salaried, which means they can focus on your objectives without bias or prejudice. This allows them to create a unique and personalised Plan designed to help you achieve your goals.
We are pioneers and thought leaders in the retirement sector and our Retiremeant™ process, where we work with you to create a holistic financial plan tailored to your life and retirement goals, helping you transition from a successful career to a fulfilling Retiremeant™.
We invite you to start your journey with us by coming in for a conversation.
Warm regards,
John

Chief Executive Officer

Definition of Retiremeant™
Having the freedom to achieve your yet unfulfilled dreams and goals on your terms and in your own time.

Managing Director and Head of Life Planning, and author of Retiremeant™ and Midlife Money Makeover
Especially for our Retiremeant™ Community
Retire Successfully! South Africa’s leading lifestyle retirement website – is dedicated to support you to live your best life now, and to have a purposeful retirement. Be inspired to see retirement as a new beginning, not an end, with practical articles and tips on making every day count. Take a minute to explore the resources on this website.
Inspiring our Community

The Beacon

Inflight

Retiremeant™ Tips

Ebooks

Midlife Money Conversations

Navigating the Tides
The Chartered Show
Blogs
What our clients have to say




































Our Community on Facebook
As the year winds down, we want to take a moment to wish you a joyful and fulfilling holiday season.
To celebrate the season, we are delighted to share our special gift with you: A Balanced Holiday Season-Recipes Inspired by the Wheel of Balance™. This curated collection of recipes is inspired by the eight key areas of the Wheel of Balance™—Health, Work, Play, Relationships, Money, Purpose, Give Back, and Learn—offering dishes that bring joy, nourishment, and meaning to your holiday celebrations.
Download the recipe book here: charteredwealth.co.za/updates-and-inspiring-stories#cookbook
We look forward to connecting with you again in 2025!
#CharteredWealthSolutions #PlanningWithPurpose #FestiveSeason #RecipeBook #WheelOfBalance
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We are proud to be an ongoing partner of Women In Finance Network, and look forward to another successful year in 2025!
#WomenInFinanceNetwork #CharteredWealthSolutions #Networking #Partnership
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In this episode, Kim Potgieter is in conversation with Financial Planning Specialists James Carvalho and Maryanne Leicher. James discusses Power of Attorney in SA -Managing Mental Incapacity and Legal Challenges, and Maryanne highlights the importance of Estate Planning –Where there’s a will.
As Kim mentioned, to celebrate the festive season, we are delighted to share our special gift with you: A Balanced Holiday Season-Recipes Inspired by the Wheel of Balance™. This curated collection of recipes is inspired by the eight key areas of the Wheel of Balance™—Health, Work, Play, Relationships, Money, Purpose, Give Back, and Learn—offering dishes that bring joy, nourishment, and meaning to your holiday celebrations.
Download the recipe book here and enjoy: charteredwealth.co.za/updates-and-inspiring-stories/#cookbook
We look forward to sharing more insightful topics with you in 2025!
#TheCharteredShow #CharteredWealthSolutions #FinancialPlanning #LifePlanning #PowerOfAttorney #EstatePlanning
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In this episode, Kim Potgieter is in conversation with Financial Planning Specialists Jason Appel and Tiffany Havinga. Jason discusses whether owning your dream car is truly worth the financial strain it may place on your future, and Tiffany offers insights into achieving financial security as a member of the 'Sandwich Generation'—balancing the needs of both your children and aging In this episode, rIn this episode, Kim PotghIn this episode, KaIn this episofIn this episode, Ka#SandwichGenerationGeneration ... See MoreSee Less
A wonderful afternoon of cheese & wine tasting with clients at Klein River Cheese Farmstead 🧀🍷 The perfect way to connect, unwind, and savour the best of local flavours! ... See MoreSee Less