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 RetiremeantTM.
Kim’s vision is to change the way people view retirement in South Africa. She strongly believes that RetiremeantTM should be seen as a new life chapter, encouraging her clients to retire to something and not from something.
Kim is a Registered Financial Life Planner, a CERTIFIED FINANCIAL PLANNER® professional, a Professional Certified Coach (PPC)TM (International Coach Federation), a Certified Dare to LeadTM Facilitator, and a New Money Story® Mentor Coach. She 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 RetiremeantTM.
Kim, together with Chartered Wealth Solutions, established a consumer RetiremeantTM lifestyle website: retiresuccessfully.co.za which serves to support and inspire people who are in, near, or at RetiremeantTM. 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 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 and other related topics at Kim Potgieter.
Kim is frequently asked to write about RetiremeantTM in journals such as The Financial Planner and has made numerous television and radio appearances. Kim runs RetiremeantTM preparation workshops for corporate clients and advises clients on what she believes defines a successful RetiremeantTM. 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 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 married to Gys and they have three children. Kim loves to cook, travel and read in her spare time.
Chartered Wealth Solutions is an authorised financial services provider
(FSP no. 13909)