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. Make your journey towards retirement easy with our best Financial Retirement Planning.
This website is designed to support you in creating a RetiremeantTM that is both fulfilling and meaningful – one where money and meaning meet.
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.
Review of FINDING ME by Viola Davis
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From Priest to Painter – Gill’s journey
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The Never-Ending Journey of Learning
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Spotlight on Negester Onrusrivier
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From rugby fields to empty nests
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Review of The Good Life and How to Live It
Lessons from the World’s Longest Study on Happiness by Robert Waldinger and Marc Schulz
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Reinventing Retirement – Cheryl and Duncan’s Journey
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U3A – A Look Over the Fence
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Spotlight on Eastlands Mature Lifestyle Estate
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Age ain’t nothing but a playlist track!
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Review of I am Ella by Joanne Jowell
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Spotlight on Sondela Senior Lifestyle Estate
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Ubuntu in Action – The inspiring legacy of the Donaldson Trust
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How balanced is your life in retirement?
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How things can change in the blink of an eye
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A review of 1000 Ultimate Travel Experiences: Make the Most of Your Time on Earth
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Dare to Ask: Embracing Courage in Seeking Assistance and Discovering New Possibilities
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AnneArtz: A Story of Creativity, Resilience, and Inspiration
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Retirement Villages Spotlight – The Retreat Retirement Estate, Hazeldean, Pretoria
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Say yes to life! Live every minute … every second
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A review of Breathe (Strategising Energy in the Age of Burnout) by Dr Ela Manga
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Unleash Your Creativity and Boost Your Mental Health with Neurographic Art
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Retirement Villages Spotlight – Amber Ridge, Howick, KZN
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First time running the Two Oceans Marathon
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A review of The Psychology of Money by Morgan Housel
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Garden Route Slackpacking Adventure Trip
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Preserving Our Legacy: The importance of recording memories
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Retirement Villages – Spotlight on Waterfall Valley Mature Lifestyle Estate
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First time welcoming new members into our family
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Cleaning up your Mental Mess by Dr Caroline Leaf
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2023 – the year of trying new things
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Winemaking in your Backyard
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Retirement Villages Spotlight – Woodside Village
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A first-time experience – learning in Africa
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Review of Atomic Habits by James Clear
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Phinda, pangolins and a once-in-a-lifetime experience
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2023 – the year of trying new things
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Retirement Villages – Spotlight on Randjes Estate
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Dare to experience the unexperienced
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Chartered events – 2022
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Bread – one of life’s simple pleasures
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When What If becomes If Only
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Return to self – Margie’s weight loss journey
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Mindfulness – a way of perceiving, thinking, and behaving
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Breathe in. Breathe out.
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Ladles of Love
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The gift of preparation
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National Wills Week – don’t be daunted by relooking at your Will
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Cold Water Swimming
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When last have you embraced your childlike spirit?
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Freehold Title, Sectional Title or Life Rights – what’s best for you?
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Where should I live- taking yourself with you
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Retirement Estates – Understanding your options
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Where will you live in retirement?
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Radical Acceptance
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Don’t close the book when you can start a new chapter
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Perfectly balanced
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Extract from The Last Road Trip
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What are you waiting for?
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BirdLife South Africa’s 2022 FLOCK CRUISE TO MARION ISLAND
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Where purpose and passion meet
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Slowing down to enjoy the stops along the way
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Clear your clutter – inside and out
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Clearing the clutter
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Why giving brings more joy than keeping
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Building a new career of relevance and meaning in retirement
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Chartered give back initiatives – 2022
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Paying it forward
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Experiences of a Covid-19 patient
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What’s your personal word for 2022?
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What gifts will the interesting detours of 2022 bring you?
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A look back at our online client events during 2021
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Reflections on turning 60 – the good, the bad, and the ugly
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Wellington Wine Walk – June 2021
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“Music gives soul to the universe and wings to the mind”
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Spring Reads & Eats
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A South African Spring adventure
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We all need basic human interaction
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Blooming through disruptive times
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Ring the bells that can still ring
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There’s a hero inside all of us
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July Winter Warmers
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Lending a helping hand this Mandela month
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Giving back through skills sharing
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Lean on me – lean on you
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Winter warmers
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My experience of the vaccine
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Keeping tabs on our physical wellbeing
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Showing up can make all the difference
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From languishing to flourishing
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Helping aspiring entrepreneurs bring their business ideas to life
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Midlife Money Makeover book review
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Dreams can come true
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Bringing some fun back into our lives
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Our Route 62 motorbike road trip from 20 February to 6 March 2021
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You’re not imagining it
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Get Journaling
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Extracts from an (Eventless) Diary
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Learning another language
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Living in the Present
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The best-laid plans go awry
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Making 2021 your best year ever
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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.