Where is your money journey taking you?

Event Details

We invite you on a powerful journey with Kim Potgieter to create a positive money dynamic in your life.  Kim will guide you through your money memories and beliefs, and share her journey to a meaningful relationship between life and money.

Certified Financial Planner®, ICF Coach and New Money Story Mentor®, Director at Chartered Wealth Solutions inspires you to understand your relationship with money in order to create your dream life.

 Brookdale Health Hydro will be spoiling a few lucky attendees

with some generous prizes!

Date: Wednesday, 2 May 2018

Time: 18h00 for 18h30

Venue: Weaver’s Nest, Mount Edgecombe Country Club

5 Ryder Dr, Mount Edgecombe Country Estate 1,

 Mount Edgecombe, 4302

Access directions here

Fee: R350 per person, dinner included

RSVP: confirm your booking with Devashnie,  

devashnie@mosswick.co.za or on 032 533 1106. 

Payment Details:


Account number: 50009521329

Branch code: 580105

Reference: WIFN “Your name”

Retiring TO, not just from


There is no secret to retiring successfully – it is simply a matter of planning.

Chartered Wealth Solutions’ Corporate Retire Successfully workshops have been so well-received that we have realised that our clients and their friends might enjoy such workshops also … and how right we were: our first workshop was sold out.

We are offering two more workshops this year. The aim? To show that retirement is by no means the end to a productive life, and that we all still have a worthwhile contribution to make to our communities post retirement – and sometimes all that is needed to unlock this is some inspiration.

  • How does your unique personality profile influence your transition?
  • How can you shift from employment to retirement confidently: financially, emotionally, socially?
  • What do you need to know about your investments to ensure that you have enough to retire?  Where will your income come from?
  • How can you use the Retire Successfully tools to help you create a meaningful retirement?

Workshop details

You, our clients, are invited to attend a Retire Successfully workshop on Wednesday 23 May at Chartered House.

You are very welcome to invite friends to attend with you – we know that our Retire Successfully message has so much potential to inspire happy and fulfilled lives.


Date: Wednesday, 23 May 

Time: 09h00 – 16h00

A delicious lunch will be served. Please specify any special dietary requirements.

Venue: Chartered House, 2 North Road Dunkeld West

RSVP: Holly@charteredwealth.co.za by Friday18 May

or ASAP to avoid disapointment as numbers are limited.

There is no cost to attend the workshop and your freinds are welcome.

Past Events

An evening of perfect pairings with Women In Finance Network

Women In Finance Network hosted an inspiring evening of perfect pairings…

Locally crafted gin and tonic – Hanneli van der Merwe, Founder and Managing Director of local craft tonic, Barker & Quin, does a tantalising gin and tonic tasting for us, while sharing her story of shaping her future and living her dreams.

Delicious food and wine – Stephanie Wiid, winemaker at Fairview Winery and co-owner of Thistle and Weed wine, does a delicious pairing of wine with our meal and shares her journey to becoming one of SA’s highly rated young winemakers.

You and your money journey – Certified Financial Planner®, ICF Coach and New Money Story Mentor®, Director at Chartered Wealth Solutions, and Founder of WIFN, Kim Potgieter inspires you to understand your relationship with money in order to create your dream life.

Creating a successful retirement workshop

Retire Successfully Workshop - Your journey to lining a meaningful and balanced life in retirement

Chartered Wealth Solutions hosted a workshop on preparing for a successful retirement to our Chartered Wealth Solutions clients. The message is that your retirement years may be the most fulfilling and enjoyable years of your life – if you plan for it! Our aim is to inspire you to live a truly happy and wholesome life in retirement.
You are welcome to invite friends to attend with you.

Date: Wednesday, February 28, 2018 at 9 AM – 7PM

Venue: Chartered House, 2 North Road Dunkeld West, Johannesburg

RSVP: To Holly by clicking here


Women in Finance Network Event

The Women in Finance Network (WiFN) breakfast event took place on Thursday, 28 September at 54 on Bath Hotel in Rosebank. 110 amazing and inspiring women in the financial services industry attended the event.

The first part of the breakfast session focused on the current state of women entrepreneurs. Marylou Kneale, Founder of Living Facts, shared the research and findings on why women should consider becoming entrepreneurs, as well as the factors limiting them to build successful entrepreneurial businesses. The research was commissioned and sponsored by the Sage Foundation.

Since women account for only 1% of the world’s wealth, entrepreneurial enterprises owned and managed by women should significantly increase this staggering statistic. One of the largest concerns is that 68% of South African women have children younger than 2 years old and living without partners. Marylou stressed the importance of support structures for women and the benefits of networking and surrounding yourself with organisations or people who can support you. In addition, she focused on the fact that women should be exposed to the world of business and finance from an early age. We will go a long way yet if the spirit of entrepreneurship is fostered and nurtured in our girls along with affirmations on risk-taking, confidence, self-belief and competitiveness.

Kim Potgieter, founder of the WiFN shared her insights on how to shape your future and live your dream! She shared her wisdom on the importance of having a life vision and emphasized that you can be whatever and whoever you want to be – as long as you have a dream! Kim encouraged the audience to look inside for ‘insight” and to understand that their greatest asset in life, lies in themselves, in who they are as people. She encouraged women in the audience to believe in themselves, to support each other and to take up the challenge of living their dream lives!

Women in finance Network
a Chartered Wealth Solutions Initiative

Brookdale Breakaway

Kim hosted a workshop at the fabulous Brookdale Health Hydro in the Midlands Meander for a selected amount of participants. The perfect venue to restore physical health and mental well-being.

The workshop entitled “Your money Journey” took participants on a personal, very intimate and internally focused journey on discovering their own relationship with money: factors inhibiting a money story of success and abundance, and discussing what a healthy relationship with money entails.

Emphasis was placed on thinking, reflecting and dreaming – envisioning an ideal life where money serves to help fulfill your vision. The process finished with advice and assistance on developing an action plan for change – on transforming the current life journey to a fulfilling and inspiring one.