Because we view our clients as part of our Family, we love to communicate with them as meaningfully as possible. Our monthly Inflight newsletter offers inspiring insights into RetiremeantTM and is filled with our clients’ remarkable stories, Chartered events, a message from Director, Kim Potgieter, and recommended reading – all centered around the Wheel of Balance to help our clients live a fulfilling life.
Our weekly RetiremeantTM Tips guide our clients into living fulfilling and meaningful lives.
Twice a year, our clients receive The Beacon, with a message from the Chartered Wealth Solutions Directors and thought-provoking articles from our RetiremeantTM Specialists. We also feature Chartered client activities and accounts of clients’ adventures, travels or new careers.
Kim Potgieter shares a monthly blog Courageous Currency Conversations that inspires readers to assess and understand their relationship with money. The blogs features practical tools to guide a mindshift to create positive and powerful transitions.
We are happy to share these communiques with you and hope you will enjoy reading them!
Our eBooks, written by Director Kim Potgieter, guide our clients to Retire Successfully by making their money work for them in RetiremeantTM.
PLEASE NOTE: You need to fill in your details to be able to download the E-Book
Please complete the form to download the selected ebook, 30 Money Mistakes Women Make and Ways to Get Back on Track
Please complete the form to download the selected ebook, Virus Proof Your Retirement
Please complete the form to download the selected ebook, 10 RetiremeantTM Truths
Please complete the form to download the selected ebook, Fourteen Action Items
PLEASE NOTE: During the podcast, Paramesh Dayaram stated that there were only 1,5 million COVID cases recorded. He apologises for there are in fact 105 million confirmed cases recorded worldwide.
Kim Potgieter discusses Building a Financial Planning Business at the HUM Virtual Conference, 2020
Dr. Dave Kloeck talks about Covid-19 & what’s really happening on the homefront
Business Day TV with Bryan Hirsch 11 March 2019
Business Day TV with Bryan Hirsch 10 December 2018
Business Day TV with Bryan Hirsch 18 September 2018
RETIREMEANT: Get more meaning from your money
For many, the subject of retirement triggers a subconcious ugly truth.
Business day with Bronwyn Seaborne
Business day with Bronwyn Seaborne
Kura Chihota is joined by with Kim Potgieter to provide helpful tips in mapping out a retirement plan.
Kura Chihota is joined by with Kim Potgieter to provide helpful tips in mapping out a retirement plan.
Kura Chihota and Warren Ingram from Business Day TV chats to Kim Potgieter to find out what you can do today to ensure your retirement future.
Kura Chihota and Warren Ingram from Business Day TV chats to Kim Potgieter to find out what you can do today to ensure your retirement future.
Chartered Wealth Solutions is an authorised financial services provider
(FSP no. 13909)
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