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News and Insights

News and Insights

Our Newsletters

Weekly Communication

Our Retiremeant™ Tips guide our clients into living fulfilling and meaningful lives.
Navigating the Tides, written by the WealthStrat team, provides market highlights.

Monthly Communication

Our monthly Inflight newsletter offers inspiring insights into Retiremeant™. Our articles are centred around the Wheel of Balance and feature a message from Kim Potgieter as well as client stories.
Kim Potgieter’s monthly newsletter will inspire you to purposefully edit and reinvent your life. Featuring real-life stories from clients navigating midlife transitions and insightful Midlife Money Conversations from our planning specialists, it encourages you to focus on your money and change the habits that no longer serve you. Embrace this journey with us and empower yourself to live your most fulfilling chapter yet.

Quarterly Communication

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.

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Celebrating 20 Years of Chartered

Welcome to Chartered’s world. We invite you to delve into the stories of some of our clients and staff, spanning two decades of growth and transitions, brimming with wisdom and a testament to remarkable journeys that unfold when money meets meaning.

We hope that these stories will inspire your pursuit of dreams and guide you towards a life rich with meaning, joy, and fulfilment.