Kim Potgieter

Director and Head of Life Planning

Kim is an author, speaker, voracious learner and expert Financial Planner.

Her vision is to change how retirement is viewed and considers RetiremeantTM as a new life chapter where clients are encouraged to retire to something and not from something.

As Head of Life Planning, Kim combines her passions: helping people with their relationship with money and guiding clients to get the most life from their money in their second chapter.

Kim, together with Chartered Wealth Solutions, established a consumer RetiremeantTM lifestyle website: retiresuccessfully.co.za to support and inspire people who are in, near, or at RetiremeantTM. She also founded the Women in Finance Network, a forum for women in the financial services industry where members meet, share experiences and learn from one another.

As an author, Kim has written three eBooks and two books, Retiremeant – get more meaning for your money (2015) and her latest, Midlife Money Makeover (2021). Her message is clear; by understanding your relationship with money, you can begin to shift your mindset to create positive and powerful transitions. Tap into some of her wisdom from this book and other related topics at Kim Potgieter.

Kim is an inspirational speaker and active media personality and regularly speaks at industry and corporate events. Using her Money, Meaning, Mindshift approach, she shifts individuals and groups to pay attention to their lives and give intention to their money.

As a voracious learner, Kim has travelled the world meeting with visionaries and mentors to bring to her clients new ideas and insight on how to design a life that they’re excited to live and make sure that money is where it needs to be – as a friend, not a foe.

Kim is passionate about empowering people to give intention to their money and live with purpose, on purpose. She is married to Gys, and they have three children. Kim loves to cook, travel and read in her spare time.


CERTIFIED FINANCIAL PLANNER® Professional | Registered Financial Life Planner | Professional Certified Coach (International Coaching Federation) | Certified Dare to LeadTM Facilitator | New Money Story® Mentor Coach | (BSocSci) Clinical & Industrial Psychology

Johannesburg Office
Tel: +27 11 502 2800
Eastern Cape Office
Tel: +27 41 001 1026
Western Cape Office
Tel: +27 21 001 0048
Connect with Chartered

Chartered Wealth Solutions is an authorised financial services provider
(FSP no. 13909)

Newsletter Subscriptions

Subscribe to Chartered Wealth Solutions Communications

By clicking Subscribe, you consent to the processing of your personal information by Chartered Wealth Solutions in accordance with our Privacy Policy and acknowledge that this may include receiving newsletters and invites. You are aware that you may unsubscribe at any point.

© Chartered Wealth 2018 | All rights Reserved