Are you ready to take charge of your retirement planning, whether you’re approaching retirement or just starting to plan for it? At Chartered Wealth Solutions, we understand that navigating the waters of finance and investing can be daunting, and we’re here to help. With over 20 years of experience in the industry, we have the knowledge and expertise to guide you through the process of creating a comprehensive retirement plan that considers all aspects of your life.

Join us for our Retire Successfully workshop, where we’ll guide you through the process of creating a comprehensive retirement plan that considers all aspects of your life. This six-hour workshop is designed for individuals aged 50 and above, but it’s also suitable for anyone who wants to learn more about retirement planning. Our aim is to help you view retirement as a start rather than an end, with endless possibilities to achieve your dreams and live a meaningful and balanced life.

The workshop will be presented by Chartered Wealth CEO John Campbell and Director and Head of Life Planning Kim Potgieter. Kim is a published author and has written two books, RETIREMEANT: Get More Meaning From Your Money and Midlife Money Makeover. During the first session, presented by Kim Potgieter, we’ll focus on Life Planning, exploring what your next chapter could look like, the power of personality, bringing balance into your life, and creating your Bucket Wheel^®. In the second session, presented by John Campbell, we will cover Scenario Planning, Investment Planning, and Estate Planning, showing you how your financial plan and your life plan are intertwined, and how you can structure your investments based on your priorities.

Our main goal is to provide you with valuable insights and perspectives that can enrich your understanding of retirement planning. We believe that learning from those who have gone through similar transitions can be invaluable, so we encourage participants to share their thoughts and experiences.

Don’t just focus on financial commitments; discover how to create a meaningful retirement that aligns with your values. Remember, failing to plan is planning to fail.

For any queries, please contact shahzaadee@charteredwealth.co.za

This workshop is for people who are still earning and creating their wealth legacy, typically between the ages of 35 and 50. It’s based on Chartered’s philosophy that a Holistic Financial Plan includes a Life Plan, Scenario Plan, Investment Plan and an Estate Plan. We believe that focusing only on your finances is short-sighted: your Financial Plan and the plan you have for your life are intertwined. This means that the way you structure your investments depends on what you want to do with your money. The workshop maps out the steps to devising an effective Life Plan, thereby creating a purposeful foundation for your Financial Plan.