Home Authors Posts by Kim Potgieter

Kim Potgieter

5 POSTS
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.
- Advertisement -

Most Popular

austin-distel-jpHw8ndwJ_Q-unsplash

Building emotional resilience in challenging times

Financial planners are trained extensively in financial planning but Kim Potgieter, CFP®, Director, Chartered Wealth Solutions states that curriculums should also focus on the emotional resilience a planner needs when dealing with clients challenging conversations.

2024 US election outcome: Implications for investors 

Markets have responded to Donald Trump's election victory by anticipating pro-growth policies and higher inflation. Schroders' experts share their longer-term views on what his return to office will mean for the US economy and world trade, global equities, fixed income and the energy transition.
Rudolph Geldenhuys, CERTIFIED FINANCIAL PLANNER® Professional, WealthUp

The ebb and flow of more caught than taught

ERUDITION AND EDIFICATIONRudolph Geldenhuys graduated with a Bachelor of Commerce (focus: financial planning) from the University of Stellenbosch in 2012. He completed his postgraduate...
- Advertisement -