Kim Potgieter

Director and Head of Life Planning

/Kim Potgieter
Kim Potgieter 2017-07-17T12:26:34+00:00

As Head of Life Planning, Kim is able to combine her two passions: studying the relationship people have with their money, and advising people on how to get the most life from their money in retirement.

Kim’s vision is to change the way people view retirement in South Africa. She strongly believes that retirement should be seen as a new life chapter, encouraging her clients to retire to something and not from something; retirement involves creating a significant and meaningful future incorporating dreams, new discoveries and experiences.

As a Certified Financial Planner®a Registered Financial Life Planner, an accredited ICF (International Coaching Federation) Coach and New Money Story® Mentor Coach, Kim is well qualified to guide people in pursuing the life they truly desire – by helping them put their money in the right place. Her Industrial and Clinical Psychology degrees further enable her to assist clients in merging their money with meaning, bringing a fresh perspective to retirement.

With the aim to share her innovative perspective on retirement, Kim, together with Chartered Wealth Solutions, established a consumer retirement lifestyle website: retiresuccessfully.co.za. Kim also founded the Women in Finance Network, a forum for women in the financial services industry where members meet through organised events and are able to share experiences and learn from one another.

Kim is also an accomplished author and her first book Retiremeant: Get More Meaning from your Money (Jacana) was published in 2015. Tap into some of her wisdom from this book at retiremeant.co.za. Kim’s message is that creating your best life cannot be left to chance: she demonstrates that taking an active role in preparing for your retirement enables you to live without regrets. The book offers you an opportunity to see things differently – to be open to learning and new possibilities.

Kim is frequently asked to write about life planning in journals such as The Financial Planner and has made numerous television and radio appearances. Kim runs Retirement Preparation workshops for corporate clients and advises clients on what she believes defines a successful retirement. She also runs workshops for financial planners, encouraging them to engage in life planning discussions to help clients get a return on investment and a return on life.

Kim is well respected within the financial services industry as a creative thinker who is exceptionally well read on international trends within holistic retirement and life planning. This enables her to bring a fresh global perspective to conventional financial planning methodology.

Kim is passionate about people. She is a true innovator and a pioneer of cutting-edge ideas geared towards making a difference. She is married to Gys and they have three children. Kim loves to cook, travel and read in her spare time.