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Your Journey Starts Here

with Chartered Wealth Solutions.
Find out more

The Balance Test

How balanced is your life?
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Chartered Workshops

Discover how to live a meaningful and balanced
life enabled by your money
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Our Retiremeant™ Story

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

Your Journey Starts Here

with Chartered Wealth Solutions.
Find out more

The Balance Test

How balanced is your life?
Find out more

Chartered Workshops

Discover how to live a meaningful and balanced life enabled by your money
Find out more

Our Retiremeant™ Story

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

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

John Campbell
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.

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™ 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™.
Learn more about Retiremeant™
Kim Potgieter
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.

Retire Successfully Website

Additional In-House Services

The implementation of your Financial Plan is available through our investment, tax and fiduciary services listed below.

Inspiring our Community

The Beacon

The Beacon is sent out quarterly and contains a message from CEO John Campbell as well as articles of interest written by our Financial Planning Specialists.
View more

Inflight

Our monthly Inflight newsletter offers inspiring insights into Retiremeant™. Our articles are centred around the Wheel of Balance.
View more

Retiremeant™ Tips

Our Retiremeant™ Tips guide our clients into living fulfilling and meaningful lives.


View more

Ebooks

Our eBooks, written by Director Kim Potgieter, cover a range of topics around money and retirement.

View more

Midlife Money Conversations

Kim Potgieter shares a monthly newsletter featuring money insights and real-life stories that will inspire intentional living and financial empowerment through midlife and beyond.
View more

Navigating the Tides

Clients receive weekly market highlights written by the WealthStrat team.


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Blogs

Midlife Money Conversations

Embracing Midlife – A Journey of Reinvention and Possibility

admin
Midlife Money Reflections

Navigating the Financial and Emotional Risks of the Two-Pot Retirement System

Jason Appel
Midlife Money Reflections

Navigating Financial Security as Part of the Sandwich Generation

Tiffany Havinga
Midlife Money Conversations

A Second Career in Midlife

Kim Potgieter
Chartered Blog

Reporting from the Helm

John Campbell
Midlife Money Reflections

Redefining work post-midlife – Breaking the Midlife Myth

Tom Brukman
Midlife Money Conversations

The Midlife Myths we tell ourselves, and the Truths we need to embrace

Kim Potgieter
Midlife Money Reflections

Financially Unprepared – the unintended burden of inheritance

Stephanie Ferreira
Midlife Money Conversations

Navigating Inheritance – beyond the money

Kim Potgieter
Chartered Blog

Estate Planning with Trust-Owned Policies: A Closer Look

Charmaine Prout
Chartered Blog

South Africa’s Retirement Advantage

Glen Baker
Chartered Blog

To Rent or Buy – a Midlife Perspective

Jason Appel

What our clients have to say

“I have been dealing with Chartered Wealth Solutions since 2012, so for the past eleven years. They mainly handled my financial and retirement planning prior to me retiring in 2019, and they continue to handle my financial planning now that I am retired. Although some people can possibly do this themselves, it has been great dealing with Chartered, as they do this stuff all the time and have people and systems in place to analyse and keep track of everything and to assist with investments and ensuring that one does not live beyond one’s means. The people at Chartered are professional and friendly and we feel like an extended family.”
“Chartered also assisted with the drawing up of my will, which is reviewed annually and updated when circumstances require. They have the original will and my family knows to contact them if something happened to me.”
“I joined Chartered Wealth about 5 years ago and have been very pleased with the performance of my financial portfolio. They not only run my investments but have given me very professional advice on my retirement and estate planning, including the Tax implications. I would highly recommend Chartered for a completely holistic approach to your financial life.”
“Elaine and I both knew a Financial Advisor by the name of Patrick Madden in our previous lives, Elaine from her previous employment and me from dealing with him in the industry. Patrick became a friend and when he joined Chartered he took her portfolio with him. As I was a Financial Planner myself I managed my own investments, until I left the Industry. We decided to put all our business under one roof after realising that Chartered could provide a fantastic service that catered for all our needs in a very professional way through our current advisor Tom Brukman. We are happy to be part of the Chartered Family.”
“My experience with Don Adams & The Chartered Wealth Team in PE has been wonderful. Very professional, helpful, friendly and scenarios fully clarified. I came away feeling that my best interests had been taken care of and financial plans optimized to the full. I have every confidence in their advice and highly recommend them should one be considering a retirement plan.”
“Holistic, warm, welcoming and available. Multifaceted services under one roof. Excellent service!”
“My experience with Don Adams & The Chartered Wealth Team in PE has been wonderful. Very professional, helpful, and friendly and scenarios were fully clarified. I came away feeling that my best interests had been taken care of and financial plans optimised to the full. I have every confidence in their advice and highly recommend them should one be considering a retirement plan.”
“With just over 5 years to my contractual retirement date, I wanted to get a clear understanding of what my retirement savings were going to be able to provide. My wife and I followed an incredible journey, discovering what our retirement could look like. Hope is not a great strategy for retirement – Chartered Wealth helped us get a very clear understanding of our journey and how we need to balance future contributions, required return and match these with expected costs once we no longer continue to earn income from employment.”
“It was a superb decision to entrust our finances to Chartered Wealth Solutions, from our first meetings where we discussed retirement, to advice on investments and discussion of budgets. We have an exceptional financial advisor who, with her team, provides professional, knowledgeable, enthusiastic, well-founded, efficient and friendly advice all the time.”
“Great service, advice and planning. Wonderful team to work with and highly recommended.”
“We have never regretted putting our future in the hands of Chartered Wealth Solutions. They have always been very friendly, courteous, and professional in our association with them. Any issues, queries and requests have always been dealt with in their usual efficient, friendly and professional manner. We would have no hesitation in recommending them to anyone looking to have their investments in the hands of competent professionals.”
“I have trusted my finances and retirement planning to Chartered since they started, and now I also appreciate the professional tax, medical and legacy solutions. The Chartered family are available, attentive, affable and offers all-round exceptional services.”
“Professional, caring, attention to detail, always willing to chat, and the whole process of going through our finances and planning for retirement was so detailed and carefully thought out – we have never experienced any service like this before! We feel like family now!”
“Chartered impressed me with their holistic approach. They firstly do a proper analysis of your assets and situation, then find out what you want and help you decide where you are heading, financially and mentally, after retirement, then help you in planning ahead, suggesting ways to manage your money, how and where to invest and then do yearly meetings to keep you updated on your portfolio and get your feedback to keep them updated with your situation. Their personal contact strategy works well, and their talks and co-retiree info seminars forces you to meet other people in similar situations.”
“I joined Character Wealth just over a year ago. Very pleased with the professional service and advice that I receive. Very proactive, and Craig Harrison is always available to assist. Look forward to the newsletters that keep one informed about events and market and financial trends.”
“Excellent and very professional company to deal with.”
“Best thing we could have done! A recent experience of someone passing on without a Will was a BIG eye-opener with the problems it resulted in. Thank goodness for the Legacy Folder, an absolute blessing. It is not always the big things in life but the small ones as well. Many of our friends followed us to join Chartered and just as happy. CW has “chartered” my life for me, provisioning for all my needs and resulting in a great retirement without any monetary worries. It is also great to hear of other friends who have joined Chartered Wealth. Wishing CW the very best for the future; what you have done, you have done it right!”
“In 2007, our policies were about to mature, and our broker recommended Chartered Wealth Solutions. Since then, we have been extremely satisfied with their professional services and advice. We highly recommend them to family and friends and truly appreciate our valued relationship with their dedicated staff over the years.”
“I have been dealing with Chartered Wealth Solutions since 2012, so for the past eleven years. They mainly handled my financial and retirement planning prior to me retiring in 2019, and they continue to handle my financial planning now that I am retired. Although some people can possibly do this themselves, it has been great dealing with Chartered, as they do this stuff all the time and have people and systems in place to analyse and keep track of everything and to assist with investments and ensuring that one does not live beyond one’s means. The people at Chartered are professional and friendly and we feel like an extended family.”
“Chartered also assisted with the drawing up of my will, which is reviewed annually and updated when circumstances require. They have the original will and my family knows to contact them if something happened to me.”
“I joined Chartered Wealth about 5 years ago and have been very pleased with the performance of my financial portfolio. They not only run my investments but have given me very professional advice on my retirement and estate planning, including the Tax implications. I would highly recommend Chartered for a completely holistic approach to your financial life.”
“Elaine and I both knew a Financial Advisor by the name of Patrick Madden in our previous lives, Elaine from her previous employment and me from dealing with him in the industry. Patrick became a friend and when he joined Chartered he took her portfolio with him. As I was a Financial Planner myself I managed my own investments, until I left the Industry. We decided to put all our business under one roof after realising that Chartered could provide a fantastic service that catered for all our needs in a very professional way through our current advisor Tom Brukman. We are happy to be part of the Chartered Family.”
“My experience with Don Adams & The Chartered Wealth Team in PE has been wonderful. Very professional, helpful, friendly and scenarios fully clarified. I came away feeling that my best interests had been taken care of and financial plans optimized to the full. I have every confidence in their advice and highly recommend them should one be considering a retirement plan.”
“Holistic, warm, welcoming and available. Multifaceted services under one roof. Excellent service!”
“My experience with Don Adams & The Chartered Wealth Team in PE has been wonderful. Very professional, helpful, and friendly and scenarios were fully clarified. I came away feeling that my best interests had been taken care of and financial plans optimised to the full. I have every confidence in their advice and highly recommend them should one be considering a retirement plan.”
“With just over 5 years to my contractual retirement date, I wanted to get a clear understanding of what my retirement savings were going to be able to provide. My wife and I followed an incredible journey, discovering what our retirement could look like. Hope is not a great strategy for retirement – Chartered Wealth helped us get a very clear understanding of our journey and how we need to balance future contributions, required return and match these with expected costs once we no longer continue to earn income from employment.”
“It was a superb decision to entrust our finances to Chartered Wealth Solutions, from our first meetings where we discussed retirement, to advice on investments and discussion of budgets. We have an exceptional financial advisor who, with her team, provides professional, knowledgeable, enthusiastic, well-founded, efficient and friendly advice all the time.”
“Great service, advice and planning. Wonderful team to work with and highly recommended.”
“We have never regretted putting our future in the hands of Chartered Wealth Solutions. They have always been very friendly, courteous, and professional in our association with them. Any issues, queries and requests have always been dealt with in their usual efficient, friendly and professional manner. We would have no hesitation in recommending them to anyone looking to have their investments in the hands of competent professionals.”
“I have trusted my finances and retirement planning to Chartered since they started, and now I also appreciate the professional tax, medical and legacy solutions. The Chartered family are available, attentive, affable and offers all-round exceptional services.”
“Professional, caring, attention to detail, always willing to chat, and the whole process of going through our finances and planning for retirement was so detailed and carefully thought out – we have never experienced any service like this before! We feel like family now!”
“Chartered impressed me with their holistic approach. They firstly do a proper analysis of your assets and situation, then find out what you want and help you decide where you are heading, financially and mentally, after retirement, then help you in planning ahead, suggesting ways to manage your money, how and where to invest and then do yearly meetings to keep you updated on your portfolio and get your feedback to keep them updated with your situation. Their personal contact strategy works well, and their talks and co-retiree info seminars forces you to meet other people in similar situations.”
“I joined Character Wealth just over a year ago. Very pleased with the professional service and advice that I receive. Very proactive, and Craig Harrison is always available to assist. Look forward to the newsletters that keep one informed about events and market and financial trends.”
“Excellent and very professional company to deal with.”
“Best thing we could have done! A recent experience of someone passing on without a Will was a BIG eye-opener with the problems it resulted in. Thank goodness for the Legacy Folder, an absolute blessing. It is not always the big things in life but the small ones as well. Many of our friends followed us to join Chartered and just as happy. CW has “chartered” my life for me, provisioning for all my needs and resulting in a great retirement without any monetary worries. It is also great to hear of other friends who have joined Chartered Wealth. Wishing CW the very best for the future; what you have done, you have done it right!”
“In 2007, our policies were about to mature, and our broker recommended Chartered Wealth Solutions. Since then, we have been extremely satisfied with their professional services and advice. We highly recommend them to family and friends and truly appreciate our valued relationship with their dedicated staff over the years.”

Our Community on Facebook

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Chartered Wealth Solutions
1 month ago
Chartered Wealth Solutions

Happy Women’s Day!

This Women’s Day, let’s celebrate the strength, resilience, and unique journey of every woman. As a financial planner, I’ve seen firsthand how confident and capable women are when it comes to managing their money - women have such a unique gift to harness their power, wisdom, and intuition to make smart financial choices.

Yes, women see money differently, and in my experience, have an innate perspective to align their money with their life plans as an enabler of choice. And that’s why it’s so important put our lives at the centre of our planning and finding investment strategies that support and enable the dreams and goals we have for our lives.

As a special gift for Women’s Day, download Kim Potgieter's new complimentary eBook, Midlife Recalibration – From Challenges to Opportunities: 10 Midlife Myths & the Truths behind them, to inspire and guide you on your life journey > charteredwealth.co.za/our-news/#downloads

Why this eBook is for you:
• Be inspired to embrace change with curiosity and confidence.
• Be encouraged to take control of your financial future - because no one understands your life goals and dreams better than you do.
• Gain insights and guidance to align your life and money, putting your life at the centre of your financial planning.
• Learn how to find renewed purpose and meaning in midlife and beyond.

Your story is far from over. You have all the experience and wisdom you need to implement meaningful change. Embrace this journey and plan for the future you want. Happy Women's Day!

#CharteredWealthSolutions #WomensMonth #WomensDay #MidlifeRecalibration #ebook ... See MoreSee Less

Happy Women’s Day! This Women’s Day, let’s celebrate the strength, resilience, and unique journey of every woman. As a financial planner, I’ve seen firsthand how confident and capable women are when it comes to managing their money - women have such a unique gift to harness their power, wisdom, and intuition to make smart financial choices. Yes, women see money differently, and in my experience, have an innate perspective to align their money with their life plans as an enabler of choice. And that’s why it’s so important put our lives at the centre of our planning and finding investment strategies that support and enable the dreams and goals we have for our lives. As a special gift for Women’s Day, download Kim Potgieters new complimentary eBook, Midlife Recalibration – From Challenges to Opportunities: 10 Midlife Myths & the Truths behind them, to inspire and guide you on your life journey > https://charteredwealth.co.za/our-news/#downloads Why this eBook is for you: • Be inspired to embrace change with curiosity and confidence. • Be encouraged to take control of your financial future - because no one understands your life goals and dreams better than you do. • Gain insights and guidance to align your life and money, putting your life at the centre of your financial planning. • Learn how to find renewed purpose and meaning in midlife and beyond. Your story is far from over. You have all the experience and wisdom you need to implement meaningful change. Embrace this journey and plan for the future you want. Happy Womens Day! #CharteredWealthSolutions #WomensMonth #WomensDay #MidlifeRecalibration #ebook
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Chartered Wealth Solutions
1 month ago
Chartered Wealth Solutions

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Chartered Wealth Solutions
2 months ago
Chartered Wealth Solutions

Spreading Kindness on Mandela Day 🇿🇦

This Mandela Day, we proudly supported Kindness like Confetti JHB. Our team created Meal-in-a-Bag (MIAB) kits, which will be distributed to soup kitchens in Newlands, Kathrada Park Informal Settlement, Westbury, and Sophiatown.

These kits are nutritious, easy to cook, and feed a family of four, providing a crucial alternative when hot meals run out. We are honoured to have contributed to this initiative, ensuring more families receive the nourishment they need.

#CharteredWealthSolutions #MandelaDay #SpreadKindness #GiveBack ... See MoreSee Less

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Chartered Wealth Solutions
2 months ago
Chartered Wealth Solutions

Ready to redefine your retirement? Retirement is not the end. It’s the beginning of what can be your most exciting chapter yet. But creating your best life cannot be left to chance - you have to play an active role in getting ready for retirement to enable you to live without regrets.

Download Kim Potgieter's new complimentary eBook, 10 Retiremeant™ Truths: charteredwealth.co.za/our-news/#downloads

Discover practical steps, a starting quiz, reflective exercises and conversation starters to help you plan for a life redefined by joy, purpose, and fulfilment.

#CharteredWealthSolutions #Retirement #ebook #SecondChapter #LifePlanning #ConversationStarters ... See MoreSee Less

Ready to redefine your retirement? Retirement is not the end. It’s the beginning of what can be your most exciting chapter yet. But creating your best life cannot be left to chance - you have to play an active role in getting ready for retirement to enable you to live without regrets. Download Kim Potgieters new complimentary eBook, 10 Retiremeant™ Truths: https://charteredwealth.co.za/our-news/#downloads Discover practical steps, a starting quiz, reflective exercises and conversation starters to help you plan for a life redefined by joy, purpose, and fulfilment. #CharteredWealthSolutions #Retirement #ebook #SecondChapter #LifePlanning #ConversationStarters
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