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News and Insights

News and Insights

The Chartered Show

The Latest Episodes

Season 3 Episode 5

Understanding Power of Attorney & The Importance of Estate Planning
Season 3 Episode 4

Are you driving yourself to Financial Stress and The Sandwich Generation
Season 3 Episode 3

Financial Market Update Post Elections

    Previous Episodes of The Chartered Show

    Season 3 Episode 2

    To Rent or Buy – a Midlife Perspective and Mental Impairment
    Season 3 Episode 1

    Bringing intention to your spending plan
    Season 3

    The Chartered Show Season 3
    Season 2 Episode 7

    Season’s Greetings from Kim Potgieter
    Season 2 Episode 6

    FPI Financial Planner of the Year Finalist
    Season 2 Episode 5

    Women & All Things Finance
    Season 2 Episode 4

    Budgeting for Travel & A Few Considerations
    Season 2 Episode 3: Part Three

    An Outline of the Estate Administration Process
    Season 2 Episode 3: Part Two

    Unlocking The Discovery Health WELLTH Fund
    Season 2 Episode 3: Part One

    The Retirement Two-Pot System
    Season 2 Episode 2: Part Two

    Highlights from the 2023 Budget Speech and SA Greylisting
    Season 2 Episode 2: Part One

    Solar, and the various options available
    Season 2 Episode 1: Part Two

    Market Update
    Season 2 Episode 1: Part One

    Tax Penalties and our Service Offerings
    Season 1 Episode 9: Part Two

    FPI Diversity and Inclusion Award
    Season 1 Episode 9: Part One

    FPI Financial Planner of the Year Finalist
    Season 1 Episode 8: Part One

    Medical Scheme Contribution and appropriate Healthcare cover
    Season 1 Episode 7

    Tips to help you spring clean your finances
    Season 1 Episode 6: Part Two

    Investment insights from client conversations and what investors can do
    Season 1 Episode 6: Part One

    Updates on the markets and what is being done to manage investments during these turbulent times
    Season 1 Episode 5: Part Three

    A discussion on Retirement Village options: Sectional Title, Free Hold and Life Rights
    Season 1 Episode 5: Part Two

    Advantages and Disadvantages of living in a Retirement Village
    Season 1 Episode 5: Part One

    Scenario Planning and Financial Consideration before moving into a Retirement Village
    Season 1 Episode 4: Part Two

    Radical Acceptance
    Season 1 Episode 4: Part One

    Offshore Investments and how they fit into your portfolio
    Season 1 Episode 2: Part Two

    How does property fit into your retirement plan
    Season 1 Episode 3: Part One

    What is in your control when winding up an Estate?
    Season 1 Episode 2: Part Three

    Decluttering: Making space for new
    Season 1 Episode 2: Part Two

    Russia Ukraine War and Market Updates
    Season 1 Episode 2: Part One

    Why the cost of living is going up
    Season 1 Episode 1: Part Three

    Recent tax changes to Living Annuity income
    Season 1 Episode 1: Part Two

    How to plan for retirement as a business owner
    Season 1 Episode 1: Part One

    How to Navigate the retirement transition
      View the full Chartered Show Archive

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