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Kim Potgieter

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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Staying in touch with your clients in a digital world

What irritates you most in your practice? Is it the time taken up with admin matters that leaves less time for getting to know your client and advising them?

The real cost of our emotions

Jeanette Marais, CEO of Momentum Investments talks about the effect of emotional decision-making when investing and the key role financial advisers play in mitigating these effects.

How to invest in disruptive companies

Disruption is an investment theme that investors should be paying close attention to. It has strong long-term growth potential and lacks correlation to broader market indices. By Alex Tedder, Head of Global and Thematic Equities, Schroders
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