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Kim Potgieter

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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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Equilibrium Investment Management

Equilibrium empowers financial advisors with expert investment management solutions by streamlining your workflow, fostering collaboration, and delivering exceptional service.

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Florbela Yates, Managing Director of Equilibrium, speaks about the current DFM landscape and the status of her organisation.
understand the price you pay for investing in America

Understand the price you pay for investing in America

Anyone who has travelled to the United States recently has at some point experienced “sticker shock”. For those looking to invest in American companies, the experience may be no different, writes Jonathan Wernick Global Equity Analyst, Sasfin Wealth.
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