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Chartered Wealth

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.