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Chartered Wealth

The balancing act

Coaching is perhaps the most crucial role in progressive financial planning says, Kim Potgieter CFP®, Director, Chartered Wealth Solutions,

Helping clients through unexpected transitions

As the guardians of our client’s life dreams, goals, fears and finances, we are accustomed to challenging conversations. But 18 months into the Covid pandemic, our conversations have become more challenging and difficult conversations – more frequently.

The artificial line of “retirement”

In this article, Tom Brukman, Retiremeant™ Specialist and Director of Chartered Wealth Solutions, Western Cape, explores how you can add value to clients who are considering a living annuity option.

Building a financial planning business with life planning at its core

Kim Potgieter reveals the value of embracing a life-centred approach in financial planning and incorporating the process into your business

Women in finance – the power of women coming together

Kim Potgieter felt strongly that women in the sector needed their own forum to meet, share experiences, support, mentor and learn from each other, so in 2013 she founded the Women in Finance Network

How to truly connect with clients

The Covid-19 pandemic has highlighted the need for financial planners to connect with clients differently. Learn from Kim Potgieter, Chartered Wealth Solutions, how empathy lies at the core of true client connection

FPI and Women in Finance

A recent MOU signed by the Financial Planning Institute of Southern Africa NPC (FPI) and the Women in Finance Network (WIFN) paves the way for a brighter and more inclusive future.