Chartered Wealth Solutions

19/08/2026

What would your family do if memory, judgement or decision-making began to change?

It is not an easy question, but it is one worth asking before there is pressure, panic or confusion. Dementia can affect care, money, legal authority and family roles. When these conversations happen early, they can help protect dignity and make it easier for loved ones to act with confidence and compassion.

In this episode of Life Chapters, Money Choices, Kim Potgieter and Michael Avery speak to Dr Ryan Fuller about dementia, capacity and the conversations families should have sooner.

🎧▶️ Listen here: https://charteredwealth.co.za/podcast/life-chapters-money-choices-episode-27-before-dementia-becomes-a-crisis/

18/08/2026

How women can protect their independence inside marriage ⬇️

Kim Potgieter’s article feature in

Many women enter marriage with a clear picture of the wedding day, and a much less clear picture of the financial life they are stepping into.

12/08/2026

What happens when a family begins to notice changes in memory, judgement or decision-making, but no one knows how to raise the subject?

In our latest episode of Life Chapters, Money Choices, Before Dementia Becomes a Crisis, Kim Potgieter and Michael Avery are joined by Dr Ryan Fuller, specialist geriatric psychiatrist and founder of the Memory Care Group.

Together, they explore dementia not only as a medical diagnosis, but as a family chapter that touches care, money, capacity, trust and dignity. Dr Fuller explains why early assessment matters, why power of attorney may not be enough once capacity is lost, and why families should have these conversations while everyone can still take part.

This is a conversation about planning early, speaking gently and protecting the person at the centre of it all.

🎧▶️ Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/before-dementia-becomes-a-crisis/id1825127740?i=1000782885551
Spotify: https://open.spotify.com/episode/5uK7Z81La4e5MLxhMdcdh1?si=23a349c2a7c64e2e
& YouTube: https://youtu.be/-KO6QfowmDc?si=X7-Hc-AVt-EiNI73

05/08/2026

When does the home you love stop supporting the life you need? 🏡

It's one of life's toughest questions.

In this episode of Life Chapters, Money Choices, Michael Avery, Kim Potgieter and Jason Appel unpack the key differences between life rights, renting and buying - and why this decision is about so much more than property.

It's about independence, family, peace of mind, and making the right choice before it becomes a crisis.

🎧▶️ Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/when-home-becomes-a-question/id1825127740?i=1000778822740
Spotify: https://open.spotify.com/episode/17PCYXTxDRApOCkQpKa51W?si=46nkQLCNRe6L3HpEeT0grQ
& YouTube: https://youtu.be/TNlLN_Dsmm0?si=N9_8i0o2BvHeUcj1

29/07/2026

When does the home you love stop being the home that supports the life you need?

It is not an easy question, especially when that home holds years of memories, family milestones and a version of life you may not feel ready to leave behind.

In this episode of Life Chapters, Money Choices, When Home Becomes a Question, Michael Avery and Kim Potgieter speak to Financial Planning Specialist Jason Appel about life rights, renting and outright purchase, and how each option can affect your money, your family, your care needs and your sense of peace of mind.

Together, they explore why these decisions are rarely just about property. They are about identity, community, independence, family conversations and planning early enough to make choices from a place of calm rather than crisis.

🎧▶️ Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/when-home-becomes-a-question/id1825127740?i=1000778822740
Spotify: https://open.spotify.com/episode/17PCYXTxDRApOCkQpKa51W?si=f7b0811a641c4d6f
& YouTube: https://youtu.be/TNlLN_Dsmm0?si=cp8wugABnCEhf_1V

08/07/2026

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

A will is important, but it's only part of the plan. A proper estate plan can protect your loved ones from unnecessary stress, delays, and confusion when it matters most.

Join Michael Avery, Kim Potgieter and Financial Planning Specialist Maryanne Leicher as they unpack why a will alone isn't enough, and why estate planning is one of the greatest gifts you can leave behind.

🎧▶️ 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=8WKZ-551RWmBeq0Muk_S2Q
& YouTube: https://youtu.be/s1n28oMsRq8?si=bKAUIKAWpTwxfr8M

11/06/2026

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=GKlYio7HTIiIAwKlLfHXCQ
& YouTube: https://youtu.be/V0wmHAs1pnE?si=QLFuVm3Zro1dn0ne

t’s a conversation about purpose, confidence, financial freedom, and creating a life that feels aligned with who you are today.

At 56, Cheryl Jones found herself asking a question many people fac...

10/05/2026

This Mother’s Day, we celebrate all the women who show up with love, compassion and generosity for others.

To every mother, grandmother, caregiver, mentor, friend and nurturer, Happy Mother’s Day 🩵