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Retire Successfully Retire Successfully! http://retiresuccessfully.co.za/

This Retire Successfully page aims to provide a community platform for South Africans close to or in retirement.The emphasis is on holistic retirement planning which includes both financial and life planning. Chartered Wealth Solutions (an authorised financial services provider) is the company behind this Retire Successfully page and its accompanying web site. Financial Life Planning delivers that something extra that traditional financial planning doesn't even pretend to provide; a plan for the best life you could possibly live with the money you have. Because Chartered Wealth Solutions has internationally trained Financial Life Planners who are both qualified financial and life planners, the company is able to deliver the professional money guidance that life coaches alone cannot.

07/10/2026

What happens when the business you built, led and lived for is no longer yours?

In our latest episode, Who Are You Without Your Business?, Kim Potgieter and Michael Avery speak with Judy Sunasky, former owner of Blendwell Chemicals and now a business and leadership coach and Women Presidents Organization chapter chair.

After 25 years of building Blendwell, Judy sold the company and discovered that preparing the business and the numbers was not the same as preparing herself. The loss of a regular salary was only part of the change. Her routine, relationships, confidence and sense of identity had also been tied to the business.

This honest conversation explores why exit planning needs to begin early, how financial planning can clarify the value you need from a sale, and why building a life beyond the business matters long before you leave it.

If so much of who you are has been invested in what you do, preparing for the next chapter requires more than a succession plan. It requires an honest conversation about who you want to become.

Listen to the episode here 🎧 ▶️ https://charteredwealth.co.za/podcast/life-chapter-money-choices-episode-31-who-are-you-without-your-business/

09/09/2026

What does financial planning look like when your child has special needs?

For parents and families, this can be one of the hardest conversations to begin, and one of the most important to have.

In this episode of Life Chapters, Money Choices, Financial Planning When Your Child Has Special Needs, Kim Potgieter and Michael Avery speak to Bryony Gilmour, a financial planner at Chartered Wealth Solutions and mother to Kerry and Jade.

Bryony shares her family’s story of raising Jade, who has Down syndrome, and how becoming a financial planner later in life gave her a different way to think about estate planning, life insurance, trusts, guardianship and family responsibility.

It is a thoughtful conversation about care, money and long-term responsibility, and about making sure siblings are included without being left to carry a responsibility that should have been planned for.

Kim also refers to the Lifeline Activity, a reflective exercise that helps you look back at the highs, lows, lessons and people that have influenced your life so far.

You can download the Timeline Activity here >https://charteredwealth.co.za/wp-content/uploads/2026/09/Plot-your-lifeline.pdf

Listen to the episode here 🎧 ▶️ https://charteredwealth.co.za/podcast/life-chapters-money-choices-episode-29-financial-planning-when-your-child-has-special-needs/

16/07/2026

One Year. 25 Episodes. Countless Life Lessons. 🎙️

A year ago, we launched Life Chapters, Money Choices with one simple belief: when life changes, money matters.

Twenty-five episodes later, we've had the privilege of sharing inspiring conversations with people who have embraced change, overcome challenges, discovered new purpose, and made meaningful money choices along the way.

Hosted by award-winning broadcaster Michael Avery and Chartered Wealth Solutions' Kim Potgieter, Life Chapters, Money Choices is a heartfelt podcast exploring the moments that shape our lives. From career transitions and retirement to new beginnings, personal growth, and life's unexpected turns, each fortnightly episode uncovers the financial decisions that support every new chapter.

Thank you to every guest who shared their story and every listener who joined us on this journey. Here's to another year of honest conversations, practical wisdom, and reminding ourselves that our lives and our money deserve equal attention.

🎧 ▶️ Available on Apple Podcasts: https://podcasts.apple.com/us/podcast/life-chapters-money-choices/id1825127740
Spotify: https://open.spotify.com/show/5PvrQGti3UMZTSZ96H6XKj?si=7f00f897de254d18
& YouTube: https://youtube.com/playlist?list=PLqS2V1AmLtI17HJJxv1mlsypcW4j43oro&si=8ad0RJJ02kNLmhWb

15/07/2026

When health changes everything, financial planning becomes deeply personal.

In this episode of Life Chapters, Money Choices, Michael Avery and Kim Potgieter speak to Glen Baker about being diagnosed with stage four pancreatic cancer, and how that diagnosis changed the way he thinks about time, family, friendship, work and money.

Glen speaks openly about the reality of serious illness, from treatment and medical aid to income protection, dread disease cover and the paperwork that comes with claiming.

But this conversation is about more than cover. It is about the people around you, the plans that give your family breathing room, and the relationships that help you keep going when life changes without warning.

It is a candid, moving conversation about cancer, courage, support and the human side of financial planning.

🎧▶️ Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/when-health-changes-everything/id1825127740?i=1000776861999
Spotify: https://open.spotify.com/episode/3xEpiUUCCbMZm9ZTQqaU7V?si=e8424dec1be3429f
& YouTube: https://youtu.be/hK1Lk7raHaU?si=IQlRepn2zyM6ln_q

01/07/2026

What would happen to your family if you died last night?

Most of us avoid that question. We would rather talk about holidays, home renovations or almost anything other than death and money.

Yet this is exactly why the conversation matters.

A signed will is important, but it does not answer everything. It may not give your partner access to cash. It may not cover your retirement funds or living annuity. It may not explain why you made certain decisions, or help your family avoid confusion when emotions are already high.

Michael Avery and Kim Potgieter speak to Financial Planning Specialist Maryanne Leicher about the difference between a will and a proper estate plan, and why putting numbers to your wishes can be one of the kindest things you do for the people you love.

🎧▶️ Listen to A Will Is Not Enough on Apple Podcasts: https://podcasts.apple.com/us/podcast/a-will-is-not-enough/id1825127740?i=1000774951633
Spotify: https://open.spotify.com/episode/5o6Dh9D7T10lXtF0aStFmr?si=e71b5ead384540f3
& YouTube: https://youtu.be/s1n28oMsRq8?si=vkU3KNcjUoLR8zgu

24/06/2026

The Bank of Mom and Dad rarely asks for an application… but it can come at a cost.

In this episode of Life Chapters, Money Choices, Michael Avery and Kim Potgieter are joined by Financial Planning Specialist Tom Brukman to explore the financial and emotional realities of supporting adult children.

When does support become dependency? And how do you balance helping your children with protecting your own financial future?

Because sometimes the most caring thing you can do isn't give more - it's helping your children stand on their own.

🎧▶️ Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-bank-of-mom-and-dad/id1825127740?i=1000773070935
Spotify: https://open.spotify.com/episode/37oVewfb5RagUKUWskmGPE?si=lObCFVDSSyus28ggP2lvww
& YouTube: https://youtu.be/Cl5VXPqXIAk

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21/06/2026

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Address

2 North Road, Dunkeld West
Johannesburg
2196

Opening Hours

Monday 08:00 - 16:30
Tuesday 08:00 - 16:30
Wednesday 08:00 - 16:30
Thursday 08:00 - 16:30
Friday 08:00 - 16:30

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