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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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Money issues in divorce

According to Hannah Wilson, Director of Simplifi Law, an astute financial planner can add immeasurable value to their divorcing clients by helping clients devise financially sound, practical mechanisms for dividing up their assets equitably and effectively upon divorce, in line with the financial calculations prescribed by their marital regime.
International Investing Symposium 2024

The International Investing Symposium

Join The International Investing Sympsium. This Symposium is more than just a conference; it is a platform for thought-provoking discourse, unparalleled networking opportunities, and invaluable insights into the ever-evolving world of offshore investments.
rising interest rates stock Canva photos

Do you want to take advantage of the highest first-world interest rates in decades?

To help investors take advantage of the two decade high interest rate in the most tax- and cost-efficient way possible, Marriott has launched the Smart International Income Portfolio (SIIP) – a simple, low-cost investment for conservative investors looking to achieve hard currency returns in excess of bank deposits in either US Dollars or Sterling.
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