Your Journey to Retire Successfully

Retire on purpose, with purpose, where money enables the dreams you have for your life

Retirement is defunct.  Welcome, RetiremeantTM.

The best is yet to come!

We see RetiremeantTM as a beginning rather than an end - and define RetiremeantTM as having the freedom to achieve your yet unfulfilled dreams and goals, on your terms and in your own time.

Our focus is on what you are retiring to, supported by your unique Financial Plan.

This website is designed to support you in creating a RetiremeantTM that is both fulfilling and meaningful – one where money and meaning meet.

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For us, a holistic RetiremeantTM Plan, comprises three important parts: a Life Plan, a Financial Plan and an Estate Plan to support the ideal picture of your life and to give you peace of mind.

While many people see retiring as primarily about the money (and money is most certainly a key element), we have learnt that RetiremeantTM is about getting the most from your money – and your life.

Our approach invites you to plan for your life first: visualise what you want your life to look like in Retiremeant™. Consider how balanced your life is and decide what elements of your life (if any) need attention. We encourage you to take the Balance Test and to create your personal Wheel of Balance. Make sure that you engage in all the elements of your life that may have been previously neglected. Your input will assist you in creating your Bucket Wheel®, thereby focusing your energy and your money on what brings the most meaning to your life.

The vision that you have for your life in the coming years should then be supported by a sound Financial Plan and Investment Strategy, one that takes into consideration what your unique circumstances are and is structured to support your life objectives. In this way, your money can be invested to ensure that it lasts during your RetiremeantTM years. Now your money means something; it enables you to live a meaningful and balanced second half of your life.

The power lies in the planning! It is up to you to envisage - and then execute - what you want your life in RetiremeantTM to look like!

We invite you to join us on our RetiremeantTM journey by exploring this website and getting to know us better.

What are you retiring TO?

Most often, all that is needed is a plan. Envision exactly what this new chapter will look like, then you can plan both your money and your life to achieve your dreams and goals … that is, what you are retiring TO.

RetiremeantTM  Planning

A holistic RetiremeantTM Plan comprises: a Life Plan, a Financial Plan and an Estate Plan

Our eBooks

While finances are an integral part of your RetiremeantTM, your money is entwined with the dreams you have for your life. Our eBooks will guide you in this process.

Is your money enabling you to get the most out of your retirement?

You and your money are not separate. Your money can be the enabler for the life you want, IF you plan for it.

Is your money enabling you to get the most out of your retirement?

You and your money are not separate. Your money can be the enabler for the life you want, IF you plan for it.

Our eBooks

While finances are an integral part of your RetiremeantTM, your money is entwined with the dreams you have for your life. Our eBooks will guide you in this process.

Are you fully engaged in your life?

RetiremeantTM is not just rounds of golf or holidays. Every aspect of your life – your health, your relationships, your money, your sense of purpose – come together to create a balanced and meaningful life. Want to check how you are doing? Try the Balance Test and see what needs work.

How Balanced is Your Life

Take the Balance Test and start your journey to engage in all areas of your life.

Latest Retirementor Blogs

We love sharing stories! We have over 500 inspirational articles written by our Retire Successfully community - clients and experts - on how they are living their Bucket Wheels® in RetiremeantTM. These articles are well worth a read as they share thoughts on living a holistic and fulfilling retirement.

Inspirational Reads

Inflight

Our monthly Inflight newsletter offers inspirational insights into RetiremeantTM. Our articles are all centered around the Wheel of Balance and living a balanced and meaningful life in retirement. Remember to subscribe!.

RetiremeantTM  Tips

Subscribers receive weekly RetiremeantTM Tips to inspire, guide and motivate living the best possible life in retirement.

eBooks

Your money must enable the life your visualise for yourself. Our eBooks, written by Kim Potgieter, will guide you to Retire Successfully by making your money work for you.

Courageous Currency Conversations

Kim Potgieter’s monthly blog inspires readers to assess and understand their relationship with money – it’s about aligning your money with meaning to enable positive and powerful transitions.

Inspirational Reads

Inflight

Our monthly Inflight newsletter offers inspirational insights into RetiremeantTM. Our articles are all centered around the Wheel of Balance and living a balanced and meaningful life in retirement. Remember to subscribe!.

RetiremeantTM  Tips

Subscribers receive weekly RetiremeantTM Tips to inspire, guide and motivate living the best possible life in retirement.


eBooks

Your money must enable the life your visualise for yourself. Our eBooks, written by Kim Potgieter, will guide you to Retire Successfully by making your money work for you.

Courageous Currency Conversations

Kim Potgieter’s monthly blog inspires readers to assess and understand their relationship with money – it’s about aligning your money with meaning to enable positive and powerful transitions.

RetiremeantTM Workshops

Your journey to living a meaningful and balanced life in RetiremeantTM

This workshop is based on the book RETIREMEANT: get more meaning from you money by Kim Potgieter, CERTIFIED FINANCIAL PLANNER® and Director and Head of Life Planning at Chartered Wealth Solutions.

Being prepared for retirement can make it the best time of your life. A RetiremeantTM Plan comprises three important parts: a Life Plan, a Financial Plan and an Estate Plan. This workshop is designed to help you follow a process that will assist you in creating an effective Life Plan.

Our Community on Facebook

Join our exclusive Facebook Group for Clients

Dr Jacques Badenhorst, gastroenterologist at the Christian Barnard Memorial Hospital, Cape Town, says that colorectal cancer is preventable and, with screening, can be detected early. It is commonly thought primarily to affect the elderly and men, but younger people and women are increasingly being diagnosed with colorectal cancer.

retiresuccessfully.co.za/signs-of-colorectal-cancer/

#Health #Awareness #ColorectalCancerAwareness #ColorectalHealth
... See MoreSee Less

Dr Jacques Badenhorst, gastroenterologist at the Christian Barnard Memorial Hospital, Cape Town, says that colorectal cancer is preventable and, with screening, can be detected early. It is commonly thought primarily to affect the elderly and men, but younger people and women are increasingly being diagnosed with colorectal cancer.

https://retiresuccessfully.co.za/signs-of-colorectal-cancer/

#Health #Awareness #ColorectalCancerAwareness #ColorectalHealth

Imagine your 15-year old self. Could you have inspired youth worldwide to answer the question: when is enough enough?

When it comes to climate action, what will it take to instigate the necessary change? How radical must we be? 15-year old Greta Thunberg, a Swedish schoolgirl, sat outside Swedish parliament on a school strike in August last year.

retiresuccessfully.co.za/call-for-urgent-climate-action/

#GretaThunberg #Saveourplanet #climatebreakdown
... See MoreSee Less

Imagine your 15-year old self. Could you have inspired youth worldwide to answer the question: when is enough enough?

When it comes to climate action, what will it take to instigate the necessary change? How radical must we be? 15-year old Greta Thunberg, a Swedish schoolgirl, sat outside Swedish parliament on a school strike in August last year.

https://retiresuccessfully.co.za/call-for-urgent-climate-action/

#GretaThunberg #Saveourplanet #climatebreakdown