CERTIFIED FINANCIAL PLANNER®
Kim Potgieter
Director and Head of Life Planning
Kim is a CERTIFIED FINANCIAL PLANNER®, Professional Certified Coach, speaker, and author who is passionate about improving people’s relationships with money and helping them get the most life from their money in their second chapter. She established retiresuccessfully.co.za with Chartered Wealth Solutions, a consumer Retiremeant™ lifestyle website aimed at inspiring and supporting those in, near or at retirement. As the founder of the Women in Finance Network, she created a platform for women in the financial industry to connect, learn, and share experiences. Kim has authored five eBooks and two books, including Retiremeant™ – get more meaning from your money (2015) and Midlife Money Makeover (2021). Her Money, Meaning, Mindshift approach inspires people to give intention to their money and pay attention to their lives. Kim regularly speaks at industry and corporate events, sharing her insights and empowering others to live with purpose. She enjoys spending time with her husband, Gys, their children, family, and friends. Her hobbies include cooking, travelling, and reading.