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Who we are
What we do
Our services
Holistic financial planning to get the most meaning from your money.
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Specialised Workshops
We have two workshops designed to help you purposefully plan a rich and meaningful life enabled by your money.
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Chartered Legacy and Trust
Our Legacy & Trust Specialists collaborate with our Financial Planning Specialists to provide clients with a comprehensive Estate Planning Service.
Chartered Tax
Our in-house team of Tax Specialists and accountants work closely with Financial Planning Specialists to ensure that Tax Planning is an integral part of the comprehensive Financial Planning process.
WealthStrat
WealthStrat navigates the extensive investment environment and matches each individual with the right investment mix to implement their personal investment plan.
Retiremeant™
Our news
Our News
Stay informed with our latest news.
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Articles
Read the latest articles of interest written by our Financial Planning Specialists.
The Chartered Show
Watch the latest episode of the Chartered Show
Our Newsletters
Subscribe to our newsletters for inspiring insights.
eBook Downloads
Download our free eBooks.
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The Chartered Show
Video Archive
Season 3 Episode 3
Financial Market Update Post Elections
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
