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 Weelkly 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!