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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Alexforbes Paragon Impact Awards 2026 highlights listed companies driving impact
The winners of the inaugural Alexforbes Paragon Impact Awards have been announced at a ceremony held on 26 March 2026.
Alternative sources of return
Alternative investments financial advisors should add to clients’ portfolios, writes Florbela Yates, the Managing Director of Equilibrium Investment Management.
Creditworthiness key to client relations
Francois Strydom, CFA, the Portfolio Manager at Momentum Securities, believes his entity offers an attractive proposition for potential investors in the structured products sphere.
How important are the non-investment services of a DFM?
Increasingly, DFMs are acting as a business partner to financial planners, not simply investment partners.
Client agency
Is client agency the most important factor in successful financial planning? Independent consultant, coach and author Rob Macdonald shares his experience.
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