Your Journey Starts Here:

to Retire Successfully with Chartered Wealth Solutions.
Chartered Workshops

Your journey to living a meaningful and
balanced life in retirement.

Find Out More
Our Retiremeant^TMStory

At Chartered Wealth Solutions our passion is all about helping
people to Retire Successfully. We see retirement as a new beginning.

Find Out More
The Balance Test

How balanced is your life?

Find Out More

Your Journey Starts Here:

to Retire Successfully with Chartered Wealth Solutions
Chartered Workshops

Your journey to living a meaningful and
balanced life in retirement

Find Out More
Our Retiremeant^TMStory

At Chartered Wealth Solutions our passion is all about helping
people to Retire Successfully. We see retirement as a new beginning.

Find Out More
The Balance Test

How balanced is your life?

Find Out More

Welcome to Chartered Wealth Solutions

Our passion is all about helping people to Retire Successfully. We see retirement as a new beginning, not as the beginning of an end. We believe that an important element in creating a successful retirement is to get the most meaning from your money.

Planning is the critical first step for the secure future you envision. At Chartered Wealth Solutions, we are pioneers and thought leaders in the retirement sector and are proud to be one of the largest independent and privately owned Financial Planning practices in South Africa.

We help our clients realise that it’s not about what you’re retiring from, but what you’re retiring to. We define Retiremeant^TM as having the freedom to achieve your yet unfulfilled dreams and goals, on your terms and in your own time. We specialise in helping you create a Retiremeant^TM where money and meaning meet. For this reason, we put together your Retiremeant^TM Plan using our unique holistic planning process.”

All our Retiremeant^TM Specialists are CERTIFIED FINANCIAL PLANNER® professionals who earn a salary with us. Because their income is not commission based, our Planning Specialists are able to truly focus on their clients’ objectives and create a unique and personalised plan - one that safeguards and grows your life savings, minimises risk, while keeping your life objectives firmly in mind.

We are an owner-managed firm, seeing clients daily, so our independence means that we are not driven by corporate directives, but by our mission to provide objective advice based on sound financial principles, to help our clients to Retire Successfully.

We invite you to start your journey with us by coming in for a conversation about Retiremeant^TM.

Warm regards,

John, Kim and Barclay

Barclay Hoar - Chairman | Kim Potgieter - Director | John Campbell - CEO

Definition of Retiremeant^TM

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

At Chartered Wealth Solutions, our passion is all about helping people to Retire Successfully. We see retirement as a new beginning, not as the beginning of an end. Our focus is on what you are retiring to. We believe that an important element in creating a successful retirement is to get the most meaning from your money. For us, Retiremeant^TM means having the freedom to achieve your yet unfulfilled dreams and goals, on your terms and in your own time. Our experience shows that a holistic planning approach is the key that will lead to a happy and meaningful Retiremeant^TM.

Retiremeant^TM Planning

Especially for our Retiremeant^TM 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.

Retire Successfully Website

If you are not yet approaching the retirement transition, we have a team of Wealth Creation Specialists who will help you chart a course on your journey to Retiremeant^TM.

Our Wealth Creation Specialists are focused on delivering Financial Planning that's holistic: it considers your stage of career; your goals for you and your family; the most appropriate investment vehicles; and also takes into account detailed insurance planning to protect you and your family in worst-case scenarios. They will help you address and fix the issues that give you sleepless nights: How sound is my financial plan? What happens to my family if I'm ill and can't work? They will look at sound investment structures to safeguard and grow your savings and carefully design investment portfolios to get you optimal returns while managing the levels of investment risk acceptable to you.

While you're busy with your career, our Wealth Creation Specialists will help you navigate a complex financial world and create a sound investment strategy for your wealth journey.

Wealth Creation Planning

Additional In-House Services

Our core focus at Chartered Wealth Solutions is helping our clients to Retire Successfully with our Retiremeant^TM process and Retiremeant^TM Planning advice. The implementation of your Retiremeant^TM Plan is also available through our Services listed below.

The Beacon is compiled twice a year and contains thought-provoking articles written by our Directors and Retiremeant^TM Specialists. It also features Chartered client activities and inspiring client stories.

Our monthly Inflight newsletter offers inspiring insights into Retiremeant^TM . Our articles are centered around the Wheel of Balance to help our clients live a fulfilling and meaningful life in Retiremeant^TM.

Clients receive a weekly Retiremeant^TM Tip as an inspiration to live their best lives possible in their Retiremeant^TM years.

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

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

Blogs

Our Community on Facebook

Retire Successfully

4 days ago

Chartered Wealth Solutions clients, Carl and Santjie Geldenhuys have children who live in London and Auckland. Having travelled through the UK and Europe extensively, they decided their next trip would be to visit their son and his family in Auckland, as they had only moved there last year. After much planning they set off on their adventure to New Zealand and Australia in February this year. They flew home on the 16 March - just before lockdown.

Read more about their wonderful trip ⬇️
(Please note the article is written in Afrikaans.)

#retiresuccessfully #charteredwealthsolutions #Adventure #travel #lockdown ... See MoreSee Less