Kim Potgieter
Kim Potgieter CFP® is considered one of South Africa’s leading authorities on Financial Life Planning. Kim is Director and Head of Life Planning at Chartered Wealth Solutions, a specialised retirement planning practice. She is a sought-after inspirational speaker, author and professional coach. More insights from Chartered Wealth here.
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FPi celebrates excellence and the future of financial planning at 2026 Gala Dinner
The Financial Planning Institute of Southern Africa (FPi) celebrated excellence and the people helping shape the future of financial planning at its annual Gala Dinner in Cape Town on Wednesday 7 October 2026, as part of the FPi Professionals Convention.
Strong partnerships create value
Strong partnerships are essential for creating deep trust, a commitment to excellence as well as a willingness to adapt as circumstances change, writes Old Mutual's Prabashini Moodley.
The Investment Forum 2027 is now open
Registration is officially open for The Investment Forum 2027, South Africa’s longest-standing independent investment thought leadership conference.
FPi Awards: The big three
Meet the three Financial Planner of the Year Award finalists.
From reactive giving to intentional impact: what 15 years of donor behaviour reveal
Nedbank Private Wealth recently revealed interesting insights about how the giving behaviour of affluent and high net worth individuals have evolved.
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