Kim Potgieter

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Kim Potgieter is a Director and Head of Life Planning at Chartered Wealth Solutions. Her life’s work is to help people align money with meaning to enable positive and powerful transitions. Kim is passionate about meaningful conversations and understanding one’s psychology or relationship with money. She believes that our relationship with money manifests in the type of decisions we make, and the actions we take around money.

finances | Longevity LIVE

Ask yourself this question: How prepared are you to take care of your finances if your partner died tomorrow? Do you know where your money is invested? How much you have and where the paperwork is? I have heard too many Cinderella-like stories in my career. Too many women –

money | Longevity LIVE

Has your mom ever told you that every woman needs a secret bank account? Some money stashed away to secure your independence or saved for a rainy day? Have you ever rounded off the price of a new dress to the nearest R100? Or sneaked your shopping bags into the

money | Longevity LIVE

Reflecting of my journey with money, I recognize that it’s not how I want my children’s story to go. And it’s not just my story – it’s the stories of hundreds of clients I spend time with in Life Planning meetings. Yes, the plot and storyline may be different, but

money story | Longevity LIVE

I have personally walked a long and arduous journey with money. I have spent more than half of my life devoted to transforming my money story. And it was not easy. I often wonder if I knew more about the psychology of money twenty years ago, if my life would

money | Longevity LIVE

This happens to be the challenging part of this journey with your money.  Knowing the information is not enough to drive a behavioral change. We all generally know that it is important to live a healthy life and eat a balanced diet. But how many of us spend enough time

money story | Longevity LIVE

As the owner of your money story, you can now start writing the plot for your new life story. This is the fun part! We begin to realize that we have a way of changing our lives and start looking at life with a renewed sense of optimism. Remember, with

money | Longevity LIVE

I am constantly reminded in my role as a Certified Financial Planner how challenging money stories can be. To fully understand yours takes some introspection – it is hard work try to make sense of the psychology and the personal drivers behind your particular relationship with finances. Bruce Lee expressed