Intentional Investing Workshop for ActionCOACH iNala

Intentional Investing Workshop with Chartered Wealth Solutions - Hosted by ActionCOACH iNala

Presenter: Kim Potgieter: Managing Director, Chartered Wealth Solutions

Duration: Full-Day (6 hour Workshop & breaks)

Date: Friday 23rd January 2026

Time: 8:30 am to 3:30 pm

Venue: Mt Edgecombe Country Club - Sandpiper Room

Investment: R5995 ex Vat & partner pays half

Early Bird: R3995 ex Vat & partner still half price (Book & pay before 5th January)

Most business owners make smart strategic decisions every day, but when it comes to personal wealth, many don’t have the same clarity, plan, or structure.

This powerful full-day workshop will help you align your money with your life, your goals, and your future.

Join us for an enlightening, practical, and deeply impactful session based on Chartered’s philosophy that true wealth planning integrates four essential components:

Life Plan • Scenario Plan • Investment Plan • Estate Plan

What You’ll Experience

1. Life Planning – Uncover Your Money Story

Understand your relationship with money, the beliefs guiding your decisions, and the life you want your wealth to support.

2. Scenario & Investment Planning – Map Your Financial Future

Learn how to project long-term financial needs, assess risk, and make intentional investment decisions that build real security.

3. Estate Planning – Protect Your Family & Your Legacy

Discover how to structure your estate for continuity, security, and alignment with your values—both personally and as a business owner.

You’ll Walk Away With:

• Clear insight into your money habits

• A grounded view of your long-term financial needs

• Practical tools to structure your investments intentionally

• Awareness of gaps and opportunities in your personal financial planning

• A strong foundation for building your personal wealth legacy

This is not just another finance workshop; this is a life-changing investment in YOU and your future.

Spaces are limited to ensure a personalised, high-value experience.

To book your seat, RSVP here: (Add Quicket Link)

Or reply directly to this message.

We look forward to hosting you for a transformative day of clarity, intention, and empowered wealth-building.

ActionCOACH iNala

Empowering business owners to build businesses and lives they love!