Retire Successfully

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 Plan

ning 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.

03/06/2026

What if the next chapter of your life begins when you stop asking whether you can and start asking why not?

At 56, Cheryl Jones found herself facing a question many people encounter in midlife: What now?

With her children grown and life looking very different from the years before, she made the decision to return to studying, challenge her self-doubt, and reinvent her career.

In this episode of Life Chapters, Money Choices, Cheryl shares her journey through imposter syndrome, lifelong learning, and learning to recognise the value of the experience she had built over decades.

🎧▶️ Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/why-not-me-why-not-now/id1825127740?i=1000770892826
Spotify: https://open.spotify.com/episode/2NJp2zjHbQWIHpxSaT28xJ?si=sDGqaAJ2R2mZXNuxs3wehw
& YouTube: https://youtu.be/V0wmHAs1pnE?si=QLFuVm3Zro1dn0ne

It’s a conversation about purpose, confidence, financial freedom, and creating a life that feels aligned with who you are today.

27/05/2026

At some point, success becomes less about accumulation and more about meaning.

In this episode of Life Chapters, Money Choices, Michael Avery and Kim Potgieter chat to entrepreneur and serial reinventor Miranda Isaakidis about navigating change, overcoming setbacks, and redefining success with purpose.

From the 1987 crash to building a purpose-driven business and rethinking retirement, this is a powerful conversation about courage, curiosity, and creating a meaningful life at every stage.

🎧▶️ Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/ageless-reinvention/id1825127740?i=1000768685452
Spotify: https://open.spotify.com/episode/1cFHVpQ0yF82aMDmV7L2Oa...
& YouTube: https://youtu.be/7yeDeb3sb9g?si=01uOEEnXqbpHk41-

It is a powerful reflection on reinvention, partnership, and the idea that life’s later chapters can be some of the most meaningful yet.

One of our clients highly recommends these concerts at the Theatre on the Square in Sandton, so we thought we would shar...
28/04/2026

One of our clients highly recommends these concerts at the Theatre on the Square in Sandton, so we thought we would share them with you.

2026 CLASSICAL MUSIC CONCERT PROGRAMME
DAPHNE KUHN proudly presents the autumn music line-up at Theatre on the Square. A diverse programme of musical genres, highlighting the skills of some of South Africa's most celebrated musicians.
When: Fridays at 13h00
Tickets: Unreserved tickets will be available at the box office from 12.30pm.
Ticket price: R100 or R60 for members.

Line-up:

24th April – A LITTLE LUNCH MUSIC is the title of a Mozart concert by singing sensation
YAEL BENJAMIN, accompanied on the piano by MICHAEL WATT;

1st May – The magnificent SUNSET SERENADE QUINTET will be back, presenting works by Handel, Dvorak Ravel, Newman, Jenkins and the Beatles! The quintet includes musicians PETA ANN HOLDCROFT (cello), MALANE HOFMYER-BURGER (flute), ROSEMARIE KANE (harp) IRENE TSONIFF (violin) and KATE WHITE (viola);

8th May – Enjoy an unusual afternoon with cellist, DR THOKAZANI MHLAMBI. Not only does he play the cello, sing and compose his own songs, but he uses his art to convey African stories and philosophies. He will be accompanied on the piano by JILL RICHARDS;

15th May - Renowned musicians from the JPO will present a classical musical treat - THE CHARM OF VIENNA celebrating classical luminaries. Don’t miss the awesome talents in concert of MIRO CHAKARYAN (violin), SUSAN MOUTON (cello) and VIOLETA MIJIKOVIC (voice);

22nd May – Fresh from their success at the Wakkerstroom Festival, we proudly present the PERFECT BLENDSHIP starring baritone, DOUWE BIJKERSMA and mezzo soprano LANIE COETZER. A memorable experience with a mix of classical and contemporary pieces accompanied by pianist LAETICIA ORLANDI and violinist EVERT VAN NIEKERK;

29th May - Flute and piano concert with ISABEL BRADLEY (flute) and JOHN WARNER (piano) will be performing a delightful Donizetti work, a favourite sonata by Kuhlau (who was the ‘Beethoven of the flute’) and a little ‘fru-fru’ by Gossec;

5th June – A special saxophone CONCERT with well-known Saxophonist PHIL HOLDER accompanied by musicians ;including JONATHAN BIRIN;

12th June - And now for something completely different - FLUTES WITHOUT BORDERS, featuring three SA flautists - PROF. COBUS DU TOIT, RENEE NIEUHOFF and KHANYISILE MTHETWA. Works will include those compositions by ZYMAN, SHOCKER, PIAZZOLLA and DOPPLER;

19th June- Enjoy a vibrant lunchtime concert as AMANDA BLANKFEILD-KOSEFF, the Sunset Blonde sings and plays guitar, with EVELYN GREEN accompanying on piano. The concert will take you on a musical adventure down memory lane, from musical theatre to folk and classical – and there’s something for everyone!

26th June - leading South Africa pianist MALCOLM NAY & violinst ZANTA HOFMYER are sure toenthrall.!

2ND July - Pianist SONJA VAN ZYL and baritone DR JEAN DU PLESSIS will bring together a programme of love songs;
Schedule may change, please confirm concerts by visiting our website.
Should you be interested in becoming a Theatre Member
email Daphne on [email protected]
For any further info visit

The theatre has presented and produced this uplifting music programme for all, with leading local and international musicians for the last 15 years. It prides itself on being the only venue in Gauteng to host such regular weekly daytime concerts. Concerts take place every Friday at 1pm.

Only 6% of South Africans are on track. How prepared are you for retirement?In case you missed it, Chartered Wealth Solu...
20/11/2025

Only 6% of South Africans are on track. How prepared are you for retirement?

In case you missed it, Chartered Wealth Solutions Managing Director, Kim Potgieter's most recent article on retirement - dreams vs reality, was published in Currency magazine: https://currencynews.co.za/retirement-dreams-real.../

Only 6% of South Africans are on track for retirement. The question is no longer when you’ll retire, but how. That’s something you can shape.

19/11/2025

Most people think legacy planning is about money. But the greatest inheritance you can leave is clarity.

In this episode, Michael Avery speaks with Kerryn Franck and Kim Potgieter about the conversations that keep families together — and the mistakes that tear them apart.

They unpack:
• Fair vs equal
• Wills vs letters of wishes
• Choosing the right executor
• Blended family dynamics
• Why silence creates more conflict than honesty

🎧 How to Leave a Legacy Your Family Won’t Fight Over

Listen on Spotify: https://open.spotify.com/episode/1OmHoeFYm9CgDoJ2bqT2CL?si=3353dec55ae94ae6
Apple Podcasts: https://podcasts.apple.com/us/podcast/how-to-leave-a-legacy-your-family-wont-fight-over/id1825127740?i=1000737372582
& YouTube: https://youtu.be/K1_C6UpMqnw?si=2dNTStvHxVwYo49h

Sometimes life doesn’t look exactly like we planned — and that’s okay. If you’re not where you’d like to be financially,...
12/11/2025

Sometimes life doesn’t look exactly like we planned — and that’s okay. If you’re not where you’d like to be financially, ask yourself: What can I do now to create the future I want, with what I have today?

There’s always room to adjust, rethink, and realign. Because living well isn’t just about how much we have — it’s about how intentionally we live. 🌿

💬 Watch Kim’s recent chat with Business Day TV as she explores how to bridge the gap between our retirement dreams and today’s reality.

👉 Watch the video by clicking this link: https://youtu.be/WXI6k2KO684?si=HLlq4Jl9Fd9HT1rW

In case you missed it, read the full article on our website:

Discover what ‘enough’ truly means in retirement. Learn how to live with purpose, and align your money with what matters most.

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Johannesburg
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Tuesday 08:00 - 16:30
Wednesday 08:00 - 16:30
Thursday 08:00 - 16:30
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