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.
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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.
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
Viola Davis would probably not be the first name that comes to mind for most people if asked to specify an award-winning actress. My only
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From Priest to Painter – Gill’s journey
After being diagnosed with Parkinson’s disease, Chartered client and former priest, Gill Bowman, discovered a new purpose in art. She had always been passionate about
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The Never-Ending Journey of Learning
At Retire Successfully, we believe that lifelong learning is essential for a fulfilling retirement. Life is a tapestry of many threads; neglecting one can unravel
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Spotlight on Negester Onrusrivier
Negester Onrusrivier is a lifestyle estate for the over-50s, situated in a tranquil coastal town near Hermanus, Western Cape, South Africa. It offers a range
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From rugby fields to empty nests
And the promise to tackle foreboding joy in the scrum of life I have shared all my first-time, brand-new, and exciting experiences with you every
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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
The authors of this book (published in 2023) are the current programme directors of a Harvard research project that has been ongoing for an impressive
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Reinventing Retirement – Cheryl and Duncan’s Journey
In the serene heart of Eswatini (Swaziland), Chartered Clients Cheryl and Duncan are embracing retirement as a time for rejuvenation and self-discovery. Their story shows
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U3A – A Look Over the Fence
Although I still have two feet in the working world, it seemed like sensible pre-planning to find out what social options lie on the other
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Spotlight on Eastlands Mature Lifestyle Estate
Eastlands Mature Lifestyle Estate in Benoni North combines luxurious sectional title investment homes with premium wellness, healthcare, and frail care services within a secure and
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Age ain’t nothing but a playlist track!
My first-time not-unusual Delilah-cious encounter with Tom Jones Okay, my article heading may be a bit too much! But if you’ve seen Sir Tom Jones
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Review of I am Ella by Joanne Jowell
Reviewed by Karen Wilson Ella of the book title is now 102 years old, just a few years after a series of interviews with author
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Spotlight on Sondela Senior Lifestyle Estate
Nestled in the picturesque bushveld of Limpopo, Sondela’s over 50 Lifestyle Estate offers an idyllic retirement haven for those seeking a peaceful and secure living
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Ubuntu in Action – The inspiring legacy of the Donaldson Trust
Mandela Month, celebrated annually in July, is a special time dedicated to honouring the extraordinary legacy of Nelson Mandela. This month serves as a global
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How balanced is your life in retirement?
We firmly believe that achieving balance is fundamental to a successful retirement. Life encompasses various facets, and neglecting one can have a ripple effect on
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How things can change in the blink of an eye
Earlier this month, on a seemingly ordinary Saturday evening, on our way to meet our family for dinner, my husband Gys and I were involved
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A review of 1000 Ultimate Travel Experiences: Make the Most of Your Time on Earth
Reviewed by Karen Wilson Most of us will chalk up just a few of the 1000 travel experiences in this book, but it will undoubtedly
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Dare to Ask: Embracing Courage in Seeking Assistance and Discovering New Possibilities
The heart-warming friendship between Margaret Kearns and Brent Lindeque began with a simple question. Read about it in this month's article by Kim Potgieter. Margaret’s
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AnneArtz: A Story of Creativity, Resilience, and Inspiration
Chartered client Anne Holden has always been driven by her passion for creativity. With a BA in Fine Arts and a PGCE from Unisa and
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Retirement Villages Spotlight – The Retreat Retirement Estate, Hazeldean, Pretoria
We will be interviewing clients who have chosen to live in various retirement estates around the country to learn more about their experiences. Please note
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Say yes to life! Live every minute … every second
This week I came across a beautiful inspirational story on Facebook about our very own Margaret Kearns, and to my surprise – Brent Lindeque (Good
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A review of Breathe (Strategising Energy in the Age of Burnout) by Dr Ela Manga
Review by Karen Wilson Dr Ela Manga is a Johannesburg-based doctor who found her calling in integrative medicine. Burnout from the stress and challenges of
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Unleash Your Creativity and Boost Your Mental Health with Neurographic Art
Are you searching for a new way to boost your mental health and express yourself? Consider giving neurographic art a try. The technique was developed
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Retirement Villages Spotlight – Amber Ridge, Howick, KZN
Amber Ridge Estate, situated in Howick in the beautiful province of KwaZulu Natal, offers residents a luxurious and peaceful lifestyle. Amber Ridge was released in
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First time running the Two Oceans Marathon
Yes! You read that right! I just completed my first time ever 21km half-marathon. The Two Oceans is known as “the world’s most beautiful marathon,”
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A review of The Psychology of Money by Morgan Housel
Reviewed by Karen Wilson Morgan Housel provides some sage commentary on how our behaviour affects our financial outcomes. Our individual worldviews, the times we’ve lived
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Garden Route Slackpacking Adventure Trip
By Louis Marcus Finn Having undergone a double knee replacement in 2021, my husband Stephen and I decided to relish his remarkable and wonderful rehabilitation
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Preserving Our Legacy: The importance of recording memories
As we grow older, we often reflect on the memories we have created throughout our lives. These memories are an integral part of who we
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Retirement Villages – Spotlight on Waterfall Valley Mature Lifestyle Estate
We will be interviewing clients who have chosen to live in various retirement estates around the country to learn more about their experiences. Please note
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First time welcoming new members into our family
As first experiences go, becoming a mother-in-law and gaining a new daughter in the family – and of course, seeing the first of my children
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Cleaning up your Mental Mess by Dr Caroline Leaf
Reviewed by Karen Wilson The workings of the human mind and the brain (Dr Leaf explains the distinction) make fascinating and complex subject matter. The
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2023 – the year of trying new things
ChatGPT and why you need to know about it There’s a new buzzword on everyone’s lips, ChatGPT. So, what exactly is it? To find the
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Winemaking in your Backyard
Written by Errol Allcock Like many wine lovers, my interest in all things wine began while as a student at university and studying microbiology was
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Retirement Villages Spotlight – Woodside Village
One of the major decisions people face when retiring is where they will live. The decision to move is an emotional one. Once the decision
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A first-time experience – learning in Africa
I do believe that our experiences add to the richness and fullness of our lives, and that’s why I included new and unexperienced opportunities in
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Review of Atomic Habits by James Clear
Reviewed by Karen Wilson If your 2023 resolutions to exercise more, smoke less and eat better are already looking somewhat shaky, then James Clear’s Atomic
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Phinda, pangolins and a once-in-a-lifetime experience
Barbara and Andrew McGregor’s recent visit to Phinda private game reserve was a Bucket Wheel® item for them. With so many interesting and varied sightings,
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2023 – the year of trying new things
Fancy a game of padel, anyone? This year we are focussing on trying new things and having different experiences because if we have learnt anything
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Retirement Villages – Spotlight on Randjes Estate
One of the major decisions people face when retiring is where they will live. The decision to move is an emotional one. Once the decision
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Dare to experience the unexperienced
I am so grateful to welcome you into 2023, feeling refreshed and optimistic for what the year holds. A new year often brings new beginnings,
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Chartered events – 2022
At the beginning of 2022, we were looking forward to hosting a combination of in-person and online events, and connecting with our clients - and
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Bread – one of life’s simple pleasures
When Chartered client Jeff Lawrence took early retirement from Nedbank in 2016, it marked the start of turning his passion into a business. When he
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When What If becomes If Only
Instead of focusing on the ‘what-ifs’ that could possibly impact our lives in this second chapter post-Covid, I have found that clients are talking about
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Return to self – Margie’s weight loss journey
Chartered client Margie Kennard Davis reached a point where she was tired of feeling miserable. She disliked her body and felt conscious of how she
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Mindfulness – a way of perceiving, thinking, and behaving
Life can feel overwhelming, frantic and exhausting at times. Just think of everything going on right now, our unstable economy, load-shedding, and interrupted water supply,
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Breathe in. Breathe out.
I am often asked where I find the time to do everything I do: from being a wife and mom, running a business, doing talks
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Ladles of Love
Chartered Client Claire Claasens firmly believes that if you have been blessed in life, you must support those less fortunate, and it’s a motto she
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The gift of preparation
Growing up, my mother was always organised. She filed everything, never kept things she no longer needed, or thought we no longer needed (my childhood
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National Wills Week – don’t be daunted by relooking at your Will
September brings the gift of new beginnings, new life and renewed energy. I love immersing myself in the wonders of Spring that bring fresh rain,
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Cold Water Swimming
Article by Lise Day As we grow older and realise that, in certain ways, we are turning into our parents, we may view this as
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When last have you embraced your childlike spirit?
As my children grow older, each year brings new experiences and lessons. It’s almost a rediscovery of who they are and what they’re about –
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Freehold Title, Sectional Title or Life Rights – what’s best for you?
When considering moving into a retirement village or estate, understanding the different types of ownership is essential before deciding what’s best for you. Freehold titleFreehold
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Where should I live- taking yourself with you
A few years ago, I read this comment, which resonated with me, “When we question or think about where we will live in the next
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Retirement Estates – Understanding your options
One of the major decisions people face when retiring is where they will live. The decision to move is an emotional one, especially as many
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Where will you live in retirement?
You may not be ready for this conversation at all. Very few of us are. In fact, most clients I talk to dread this conversation.
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Radical Acceptance
Have you heard of the term radical acceptance before? In a nutshell, radical acceptance is a distress tolerance skill designed to keep pain from turning
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Don’t close the book when you can start a new chapter
If your life was your favourite Netflix series – would you stop watching halfway through? Will you put down a book by your favourite author
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Perfectly balanced
When Chartered client Ronel Eloff took early retirement in 2005, she moved to Sedgefield and opened a B&B. After running the B&B for five years,
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Extract from The Last Road Trip
Below is the letter that was read at Paul John Edward’s funeral, inspiring four friends to take their last road trip. My name is Paul
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What are you waiting for?
If there’s one thing we’ve learnt from Covid, it's that we don’t want to wait anymore. Realising how short and precious life is rocked us
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BirdLife South Africa’s 2022 FLOCK CRUISE TO MARION ISLAND
In January 2022, Lindsay and I were fortunate to be part of a cruise on the MSC Orchestra to the Prince Edward islands in the
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Where purpose and passion meet
2014 proved to be a turning point in Gillian and Ralph Louw’s lives. After being involved in a cycling accident with a taxi some years
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Slowing down to enjoy the stops along the way
If heaven were to be found on earth, I have found a little piece of it. I would never have found it if I did
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Clear your clutter – inside and out
When Chartered clients Don and Joan King’s second son emigrated with his wife and four children to Australia earlier this year, Joan knew it was
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Clearing the clutter
“Clutter is not just the stuff on your floor; it’s anything that stands between you and the life you want to be living.” Peter Walsh
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Why giving brings more joy than keeping
Accumulating plenty of unnecessary things after five decades of life is relatively easy. I should know. But there comes a time when you have to
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Building a new career of relevance and meaning in retirement
After a career spanning 53 years in engineering, Chartered client Kenneth Charles found himself wondering what he would do for the rest of his life.
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Chartered give back initiatives – 2022
“When you’re in a position to have gotten so much, the gift at this point is giving back”- Paul Stanley We believe that balance is
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Paying it forward
Growing older is not about getting old. It’s more about growing. And growing never gets old. You grow and learn for all of your life
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Experiences of a Covid-19 patient
Chartered Wealth client Paul Runge was hospitalised with Covid in December. We are happy to report that he is on the mend and has a
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What’s your personal word for 2022?
Each year a Word of the Year is chosen. The Word of the Year is a word or expression that has attracted a great deal
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What gifts will the interesting detours of 2022 bring you?
This year started with a slight blip for me. It has always been my habit to start off my year reflecting on the past year
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A look back at our online client events during 2021
We had hoped that 2021 would mean we could go back to our in-person events, but sadly it was not to be. Despite this, we
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Reflections on turning 60 – the good, the bad, and the ugly
So, you’re a man and you just turned 60? The world’s going to change for you. You’ve seen it coming already with your colleagues in
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Wellington Wine Walk – June 2021
Brian and I were very privileged to be invited on a WWW in 2018 by Pat Blamire from Chartered Wealth. We had a lovely time
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“Music gives soul to the universe and wings to the mind”
Plato said that “music is a moral law. It gives soul to the universe, wings to the mind, flight to the imagination, and charm and
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Spring Reads & Eats
It’s Heritage Day, fondly known as Braai Day, on Friday, hopefully you get to spend the long weekend soaking up the sun. A braai is
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A South African Spring adventure
Spring does bring along change, and we as a family were ready to embrace it. With travel restrictions still in place, what better idea to
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We all need basic human interaction
As I reflect on the past eighteen months, a sense of gratitude envelopes me. And it’s all thanks to you. Words just cannot express how
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Blooming through disruptive times
We hosted an event with Human Potential and Parenting Expert Nikki Bush in honour of Women's Month. We have all been sitting in a place
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Ring the bells that can still ring
At the age of 72, I am so blessed to be still able to work part-time at a Mental Health Care Unit nearby. Not only
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There’s a hero inside all of us
I have a new hero in my life! I have known Samson for quite a while now, but little did I know that he would
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July Winter Warmers
We are in the grips of winter. The cold weather, coupled with the lockdown and the chaos in our country means that staying at home
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Lending a helping hand this Mandela month
Nelson Mandela said, “There can be no greater gift than that of giving one’s time and energy to help others without expecting anything in return.”
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Giving back through skills sharing
There is a beautiful quote that says, “If you have knowledge, let others light their candles in it,” and this is precisely what Chartered clients’
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Lean on me – lean on you
Whenever I feel overwhelmed, I call a friend. You all know how much I enjoy spending time with people, and for me, nothing beats a
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Winter warmers
There is no denying that winter is finally here. The cold weather coupled with the fact that we are in the third wave is the
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My experience of the vaccine
Chartered client Ronelle Baker recently had her first Covid vaccine and had this to share. If you are sixty and over and have registered on
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Keeping tabs on our physical wellbeing
I belong to a Facebook group called The Village. It’s a group aimed at parents of older children. It’s a supportive and safe space where
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Showing up can make all the difference
Have you ever had a great idea? But too worried about what people may think and never shared it? Have you got a good story
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From languishing to flourishing
Recently there was an article published in The New York Times about a collective state of being that many of us are experiencing presently, and
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Helping aspiring entrepreneurs bring their business ideas to life
With unemployment at an all-time high and the economic impact of Covid being felt, many people have been left with no choice but to start
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Midlife Money Makeover book review
In her latest book, “Midlife Money Makeover”, Kim Potgieter draws on her own experiences and those of her many clients to deliver a cohesive, easy-to-read
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Dreams can come true
You are never too young or too old to create joy in your life. Ariel in The Little Mermaid said, “Who says my dreams have
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Bringing some fun back into our lives
One of the things that we seem to be collectively missing at the moment is a lack of joy and fun. In a world of
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Our Route 62 motorbike road trip from 20 February to 6 March 2021
Route 62 is an inland tarred route between Port Elizabeth and Cape Town that offers a scenic and interesting alternative to the traditional N2 highway
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You’re not imagining it
Do you wake up some mornings wondering or, perhaps hoping, that you’re waking up from a bad dream? I have been feeling like this a
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Get Journaling
Soon it will be a year since life as we knew it changed, and many of us are feeling that we are missing out on
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Extracts from an (Eventless) Diary
DAY A Big discussions in our house today. Kev (my hubby) who has not been at work since the initial lockdown in March, was asked
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Learning another language
It has been my dream/desire/wish to learn to speak isiZulu, this for several reasons, a few of which I mention here… I know that as
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Living in the Present
Thinking back, 2020 has certainly taught us to be resilient and adaptable. I am sure that many people opted to change their holiday arrangements in
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The best-laid plans go awry
Not one of us can say we were left unscathed by the events of 2020, and most of us breathed a collective sigh of relief
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Making 2021 your best year ever
Forbes recently published an article on 10 tips to being happier and making 2021 your best year ever. We thought they were very useful tips
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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.
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.
