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Retire Successfully with Chartered Wealth Solutions

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Shareholders, Chartered Wealth Solutions
Shareholders, Chartered Wealth Solutions

A sound financial plan does not guarantee a successful retirement.

As specialists in retirement planning, we have developed our own definition of retirement:

"Retirement gives you the freedom to achieve your yet unfulfilled dreams and goals on your own terms and in your own time."

In fact, whether you are a millionaire or living on a government grant, you have the same amount of time to spend in retirement: exactly 168 hours per week.

Most people retiring today can expect a retirement period of up to 30 years or more. That’s more than double the period of time you spent at school. Yet many people spend more time planning their annual holiday than planning their retirement.

Human beings are living longer, which means that while we used to think of retirement as the beginning of the end, we should now be thinking of it as a new beginning. Just as you may have made plans for your tertiary education, your career and your family, you need to make plans for your retirement.

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How long will my money last?

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Everyone has more or less the same concerns about their retirement. We've collated these into a set of frequently asked questions that we hope will be of help to you.

  1. How long will my money last?

  2. Will my income in retirement keep up with inflation?

  3. How and where should I invest my money for retirement?

  4. Where does my income come from?

  5. Why do I need a retirement planner?

  6. How can I retire successfully?

  7. What makes Chartered Wealth Solutions unique?

  8. Is Chartered Wealth Solutions the right company for me?

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Latest at Chartered

Your path in retirement - The Arch versus the Staircase

By Kim Potgieter

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Posted In: News

The greatest potential for growth and self realization exists in the second half of life.

Jane Fonda, the renowned actress, political activist and fitness pioneer, has written a fantastic book sharing her vision for successful living and maturing. Its called Prime Time.

Fonda, who is now 74, has incredible, well-researched insights into living a fulfilling retirement, and her thinking echoes the philosophy that I preach to my clients. I highly recommend reading Prime Time to anyone already in, or nearing retirement.

A key message that I want to share with you from Prime Time can be explained with reference to ...

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A little black book everyone should have

by Kim Potgieter

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Posted In: News
Death is inevitable. It is often also unpredictable. Mark was a 62 year old man who went for his normal morning run one day, arrived back home, started his stretching routine and then collapsed and died of a massive heart attack. He had no history of heart disease and there ...
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Blog - Start planning your retirement early

by Pat Blamire

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Posted In: News

In this month's Chartered Wealth Solutions' Blog, Pat Blamire shares how important she thinks it is to start creating your vision for retirement early.

Pat Blamire - Financial Planner Chartered Wealth Solutions

We as financial planners are very much aware that the sooner you start planning for retirement, the more chance you have of achieving your retirement ...

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Events

Book Club - 13 March 2012

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Posted In: News

 

 

 

 

Kim Potgieter of Chartered Wealth Solutions being interviewed by Jenny Crwys-Williams

We were thrilled to have sponsored an indulgent morning at Junipas in Bryanston with Jenny Crwys-Williams and her Book Club ladies. What a treat it was, to meet Lesley Pearce and hear her life story.

Chartered Wealth Solutions is ...

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