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Specialised Workshops

Discover a more meaningful approach to financial planning with our comprehensive workshops. Tailored to your career stage and money goals, we’ll guide you towards creating a holistic financial plan that merges meaning with money.

Specialised Workshops

Discover a more meaningful approach to financial planning with our comprehensive workshops. Tailored to your career stage and money goals, we’ll guide you towards creating a holistic financial plan that merges meaning with money.

Retire Successfully

Plan your next chapter with intention and purpose.

This six-hour workshop will help you approach retirement as a new beginning – a chapter filled with possibility, purpose, and personal meaning. Ideal for people aged 50 and above, the workshop is based on Chartered’s Retiremeant™ philosophy:

“The freedom to achieve your yet unfulfilled dreams and goals, on your terms and in your own time.”

Through a combination of guided reflection, interactive exercises, and financial planning insights, the workshop helps you:

  • Redefine what retirement means to you and create a vision for your ideal future.
  • Understand your relationship with money as an enabler of your life.
  • Explore the elements contributing to a balanced and fulfilling life: work, play, purpose, health, learning, relationships, giving back, and money.
  • Lay the foundation for your financial plan that supports your life in retirement.

You’ll also discover how your life plan and financial plan are interconnected and how aligning the two can help you design a retirement that supports your dreams and your lifestyle.

The workshop includes:

  • A personal workbook and support pack.
  • Practical tools and resources.
  • A safe space for meaningful reflection and guided planning.

Don’t just focus on the numbers. Discover how to create a meaningful retirement that aligns with your values and aspirations.

Remember, failing to plan is planning to fail.

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

Frequently Asked Questions about this workshop.

Who can attend the Retire Successfully workshop?

The workshop is designed for individuals aged 50 and above, but it’s also suitable for anyone who wants to learn more about retirement planning.

What is the goal of the workshop?
The goal of the workshop is to guide you through the process of creating a comprehensive retirement plan that considers all aspects of your life. The workshop aims 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.
What topics will be covered in the workshop?
The workshop consists of two sessions. During the first session, Kim Potgieter will focus on Life Planning, exploring your next chapter, the power of personality, bringing balance, and creating your Bucket Wheel®. In the second session, John Campbell 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.
Is it mandatory to attend the workshop with a partner?
No, it is not mandatory to attend the workshop with a partner. Individuals are welcome to attend on their own.
Who are the presenters for the workshop?
The workshop will be presented by Kim Potgieter and John Campbell, who have years of experience in retirement planning and financial management.
How can I register and pay for the workshop?
You can register and pay for the workshop via Quicket
How long does the workshop last?
The workshop lasts for six hours, from 09:00-15:00.
What is the cost of the workshop?
The cost of the workshop is R600 per person or R1000 per couple, and this includes a workbook lunch and a copy of Kim Potgieter’s book, RETIREMEANT: Get More Meaning From Your Money.
If I am already an existing client why should I attend the workshop?
The workshop will help you revisit your retirement plan and ensure that it’s on track.

Intentional Investing

Your journey to planning with purpose

Your journey to merging your money with your life.

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.

Testimonials

“An insightful presentation that changed the way I think about money and has made me more conscious about the long relationship I need to have with my financial plan.”
“I have learnt a lot about retirement. The importance of the wheel and learning new skills. To be wiser when investing money. I want to give thanks to Anglo American to give us such great opportunities about our future.”
“Relevant, Interesting & Constructive. A very comprehensive discussion on retirement. Lots to think about and plan. Thoroughly enjoyed the session. Thank you.”
“Really enjoyed the session and would to encourage my wife to have a planning session with yourselves.”
“An insightful presentation that changed the way I think about money and has made me more conscious about the long relationship I need to have with my financial plan.”
“I have learnt a lot about retirement. The importance of the wheel and learning new skills. To be wiser when investing money. I want to give thanks to Anglo American to give us such great opportunities about our future.”
“Relevant, Interesting & Constructive. A very comprehensive discussion on retirement. Lots to think about and plan. Thoroughly enjoyed the session. Thank you.”
“Really enjoyed the session and would to encourage my wife to have a planning session with yourselves.”