FEMMES in FINANCE: Meet Kim Potgieter, Head of Financial Life Planning at Chartered Wealth Solutions

27 October 2017 | SA Views | Nicole Cameron
 


Kim is an authority on financial life planning and helps clients gain a holistic approach towards making healthy money-related decisions. She is also passionate about supporting women in the financial services industry.

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What did you study and what has been your career path thus far?

I initially studied a degree in social science, with my major in psychology. I was motivated by the desire to help people in regard to their relationship with money. I realised that it was financial planners, not psychologists, whom people consulted regarding money, so I changed course and studied to become a Certified Financial Planner. This achieved, I joined Chartered Wealth Solutions to guide clients in planning financially for retirement. I came to understand that money discussions without life discussions are incomplete, and this realisation led me to embark on a course on financial life planning in the UK. I have since become an ICF accredited coach. Equipped with these skills, I seek to inspire and facilitate better conversations, encouraging clients to view money as an enabler and to get both a return on investment and a return on life.

What would you say the highlight of your job is?

As I work with people concerned about getting the most out of their money, I am passionate to communicate two essential messages: firstly, the importance of having a financial planner, and, secondly, that the financial planning industry is a profession to be held in high regard. I love seeing that moment when clients realise they have an active role to play in creating a life of meaning, and understand that they need to look after their money. Why? So that they have choices and can determine how their lives look. This is when they recognise that money and life are connected, and that they can make money their servant and not their master.  

What is the best piece of advice you’ve received that’s helped you in your career?

To be authentic in bringing your whole self to work. I aim to earn a play cheque not a pay cheque, so I make sure I have created work that I love to do and get paid well to do it. Trusting my intuition in everything I do has stood me in good stead.

What would you say it takes to succeed as a woman in finance?

Passion has been my driver. Women bring a different and necessary perspective to finance and sharing that with clients and others in the financial world has helped me carve out a special niche. I am goal-driven, so I like to assess where I am going and how to get there by standing back, doing introspective work and making sure I am doing what is important to me, not just all the urgent things we so easily become preoccupied with.

What tips would you give to those looking to enter the finance world?

I have started an organisation called Women in Finance Network (www.wifn.co.za) to attract more women to join the industry. So I encourage women entering the finance world to join the network. We get together to support, mentor and network ... and, of course, have some fun. It is wonderful to have contacts you can phone up for coffee, or whom you can chat to who honestly want to help you.

WANT MORE ’FEMMES IN FINANCE’? READ HERE:

Economist At Citibank - Gina Schoeman | Technical Analyst - Moxima Gama | Client Manager at Incompass Financial Solutions - Anja Du Plessis | Retail Client Service Consultant at Coronation Fund Managers - Kylie Janse van Vuuren | Equity Analyst at Avior Capital Markets - Janine van Wyk | Fund Analyst and Investment Specialist at Amity Wealth - Roné Venter | Private Wealth Manager at NFB Private Wealth Management - Mikayla Collins | Head of Strategic Markets at Allan Gray - Thandi Ngwane | Head of Direct Marketing Strategy at African Bank - Rachel Murove | CEO Of Africa Unity Life - Sonja Visser

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nicole

Nicole Cameron

Nicole Cameron is a features writer with over twelve years’ experience, focusing primarily on the business market with a niche focus on entrepreneurship. She has written on a variety of topics for Sharenet and is excited to be focusing on women in finance in her new monthly column "Femmes in Finance". She holds a Business Science degree from UCT and is passionate about reporting on the events and people that make up the local business landscape.


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