Kim Potgieter

28/10/2026

If you had to sell your business tomorrow, would it actually be ready to sell?

A successful exit takes more than finding a buyer. You need to know what the business is worth, what you need financially and how the sale or succession will work.

Tom Brukman shares the practical steps business owners should start thinking about long before they plan to leave.

Read here:

Tom Brukman shares practical steps for planning a business exit, including sale preparation, financial needs, succession and owner dependency.

15/10/2026

Are you spending on the life you truly want, or on the life you feel you should be seen living?

Comparison can be the thief of joy... and money.

09/10/2026

I recently spoke at the FPI Convention about the human capabilities that help us build trust with our clients.

Care, curiosity, empathy, practical wisdom, self-awareness and deep listening all matter. They remind us to look beyond the immediate reaction, understand what may be happening underneath it, and be aware of the beliefs we bring into the conversation too.

Technical expertise helps us understand what is financially possible. Human capability helps us understand what is personally meaningful.

Trust needs both.

Thank you to the Fpi Rsa for the opportunity to share this conversation with fellow financial planning professionals.

08/10/2026

When life does not go according to plan, our instinct is often to look ahead and try to work out what comes next.

Sometimes it helps to look back first.

Your Lifeline can remind you of the experiences that shaped you, the people who carried you, and the strengths you found when life asked you to adapt.

What has your life already taught you? Read more > https://kimpotgieter.com/what-your-lifeline-can-teach-you-about-what-comes-next/

Kim Potgieter explores how the Lifeline exercise can help you draw on past experience, resilience and wisdom when life does not go to plan.

02/10/2026

Bryony Gilmour brings a unique perspective to financial planning for a child with special needs.

As the mom of Jade, who has Down syndrome, and as a financial planner, she shares what she wishes she had known sooner about life cover, investing, estate planning, tax and medical benefits, the role of siblings, and planning for your own future too.

It is a practical and deeply personal reflection on how good planning can create more choices for the whole family.

Read more > https://kimpotgieter.com/what-i-wish-i-had-known-about-financial-planning-for-a-child-with-special-needs/

A practical reflection on financial planning for a child with special needs, and how planning earlier can create more choices for the whole family.

23/09/2026

A well-planned estate is about considering what you want your family to inherit and what you would rather not ask them to carry. ⬇️ MenStuff

Here are some serious questions you'd need to ask yourself before nominating someone as an executor of your will.

16/09/2026

I make a vision board every year and set my intentions. I like knowing where I’m going.

Kate Turkington reminded me that every vision board needs a blank corner too, a little space for spontaneity and for life to surprise you.

Read my latest blog here > https://kimpotgieter.com/why-your-plan-needs-a-blank-corner/

Kim Potgieter reflects on Kate Turkington’s approach to life, and how thoughtful planning can still leave room for adventure, spontaneity and purpose.

16/09/2026

What does financial planning look like when your child has special needs?

It is not only about investments or retirement. It is also about care, trusts, guardianship, family conversations and the question of who will be there if you are no longer able to be.

In the latest episode of Life Chapters, Money Choices, Kim Potgieter and Michael Avery speak to Bryony Gilmour, a financial planner at Chartered and mother to Jade, about what families need to consider around care, money and long-term responsibility when a child has special needs.

The lesson is simple: start the conversation early. Thoughtful planning can help protect your child, guide your family and make sure love is supported by clear choices.

You can download the Timeline Activity here >https://charteredwealth.co.za/wp-content/uploads/2026/09/Plot-your-lifeline.pdf

Listen to the episode here 🎧 ▶️ https://charteredwealth.co.za/.../life-chapters-money.../

30/08/2026

Wonderful cooking weekend with Sandy’s at Kurland . Jean and my third year we joined Sandy and Di to enjoy all our favorites; good friendship , delicious food , learning , beautiful nature and being spoilt . Food for the Soul❤️

26/08/2026

What does it mean to live fully, at every age?

In our latest episode of Life Chapters, Money Choices, Still Saying Yes, Kim Potgieter and Michael Avery are joined by Kate Turkington, broadcaster, travel writer, author and one of South Africa’s most recognisable voices in travel and media.

Nearly 92, Kate continues to travel, write, explore and say yes to experiences that keep life rich and interesting.

This conversation is about so much more than adventure. It touches on childhood memories, integrity, reputation, planning, uncertainty and the importance of not allowing our worlds to become too small.

Kate’s stories remind us that while planning has its place, life also asks us to stay open. To notice joy. To remain curious. To make room for the unexpected.

And perhaps most simply, to ask ourselves: what could I still say yes to? 🎧▶️ Listen here: https://charteredwealth.co.za/podcast/life-chapters-money-choices-episode-28-still-saying-yes/