Home Authors Posts by Kim Potgieter - Chartered Wealth Solutions

Kim Potgieter - Chartered Wealth Solutions

Kim Potgieter - Chartered Wealth Solutions
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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.
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Guernsey has the advantages for family offices

Chris Hards, Senior Associate at law firm Ogier in Guernsey, explains why family office structures are particularly attractive for Guernsey

Women as financial planning clients

It is a critical imperative for financial planners and wealth management companies to create value propositions that speak to the needs of the female market

It pays to plan if you’re looking to invest offshore

Kim Rassou, Portfolio Manager at Old Mutual Wealth Tailored Fund Portfolios, highlights some fundamental principles that investors need to bear in mind before investing offshore

Boutiques are better – right?

The debate about whether it is better to invest in a boutique manager or a more established manager continues

50 years of experience in Guernsey

Steven de Jersey, Director at Dixcart Trust in Guernsey, says that offshore structures offer certainty for families in an increasingly uncertain world
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