Coming soon

Consciously Curating your Life

Date to be advised

Kim Potgieter has just returned from the Modern Elder Academy where she trained with Chip Conley and Barbara Waxman on how to consciously curate your life. Kim will be sharing her learnings on recalibrating and designing the next chapter of your life journey. The workshop will be approximately six hours in duration.

Venue:


Bookings:

Chartered Wealth Solutions
Chartered House, 2 North Road, Dunkeld West, Johannesburg, 2196
Please email Kim at kim@charteredwealth.co.za to be added to the invitation list.

With Chip Conley at the
Modern Elder Academy

Dare to Lead™ for Financial Planners

Kim Potgieter will soon be hosting a workshop for Financial Planners on the Dare to Lead™ programme with specific reference to how this courage-building programme can be applied by Financial Planners in the behavioural coaching of their clients.

Past Events

Dare to Lead™ full curriculum training

5 – 7 February 2020, Johannesburg

“Living with courage, empathy
and a brave heart!”

In March 2019, Kim trained with Brené Brown in San Antonio, Texas and is now a fully Certified Dare to Lead™ Facilitator.

Kim proudly brings you Dare To Lead™, a three-day practical workshop based on Brené’s research and her New York Times #1 Bestsellers, Dare to Lead, Rising Strong, Daring Greatly and Into the Wilderness.

What to expect

How to lean into tough conversations; lead from the heart, be brave enough to be vulnerable; how to connect with empathy and compassion; build the resilience to get up after you fall and re-write the stories and endings that no longer serve you.
Dare to Lead™ is a specific courage-building program that covers the four skill sets of courage:

“You either walk inside your story and own it or you stand outside your story and hustle for your worthiness”

  • Rumbling with Vulnerability: leaning into tough conversations that involve risk and emotional exposure while staying true to yourself.
  • Living into our Values: your internal compass should guide you on a path that truly reflects what really matters to you.
  • Braving Trust: asking for help, building trust with reliability and accountability, and being generous.
  • Learning to Rise: resilience is the ability to pick yourself up and move on while staying true to your values.

Dare to Lead is about building courage. Courage requires vulnerability – and it makes you feel uncomfortable. But courage is about bringing your whole self to every situation without your body armor!

“Vulnerability is not winning or losing; it’s having the courage to show up and be seen when we have no control over the outcome.”
-Brené Brown

Join me at our second Dare to Lead™ full curriculum training and receive your Dare to Lead™ Trained Certificate.

If you would like to attend, please send an email to holly@charteredwealth.co.za or info@kimpotgieter.co.za so we can add you to the invitation list.

Join Kim Potgieter for an exclusive Dare to Lead™ introductory session in Johannesburg.

Based on the research of Dr. Brené Brown, Dare to Lead™ is an empirically based courage-building program designed to be run in organisations. I have recently returned from Texas where I trained as a Certified Dare to Lead™ Facilitator, and would love to share my experience with you and offer you a sneak preview of the work and how it can be applied in your life and business.

Enquiries:
Contact Holly to be included in the invitation list.

Humans under Management Conference

10 September 2019

Hear Kim share her insights on the Dare to Lead™ programme with specific reference to how this courage-building programme can be applied by Financial Planners in the behavioural coaching of their clients.

About the Conference

A Conference for Advisors by Advisors

Financial planning is a noble profession. Some say it is the most important profession of the 21st Century. But we face an almighty challenge. Advising people on what they need rather that what they want has never been easy. Behavioural coaching is the single most important way that a financial planner adds value.

Humans Under Management exists to promote, highlight and build on the work that great advisers are doing in developing their behavioural financial advice practices.

Click here to book your seat

First Dare to Lead™ Workshop in South Africa

17 – 21 July 2019

About Dare to Lead™

Based on the research of Dr. Brené Brown, Dare to Lead™ is a specific courage-building program that covers the four skill sets of courage: Rumbling with Vulnerability, Living into our Values, Braving Trust and Learning to Rise.

Dare to Lead is about building courage. Courage requires vulnerability – and it makes you feel uncomfortable. But courage is about bringing your whole self to every situation – your thoughts, emotions and behaviour. Discover and learn the skills needed to walk into the arena of life and change the way you show up with people.

Booking options

Book Kim for a 90-minute keynote, 1-day workshop or 2-day workshop. The full curriculum is delivered over sixteen hours in the 2-day workshop. On completion of the 16-hour course participants will receive a Dare to Lead™ Trained Certificate.
All options include interactive exercises, video lessons by Brené Brown and learnings from Kim’s personal journey.

FPI Convention

17 – 18 July 2019

Kim Potgieter and John Campbell will be presenting on How to build relationships with clients before investing their money. They will explain the Retiremeant™️ Journey unique to Chartered Wealth Solutions and discuss the journey steps that each client experiences. The Journey steps include: Visioning Retiremeant™️, Scenario Planning, Investment Planning (and implementation) and Estate Planning. Kim and John will discuss Chartered’s philosophy on supporting clients with annual review meetings, additional In-House services (Chartered Tax and Chartered Legacy & Trust), a website Retire Successfully, newsletters, Retirement Tips and invitations to many events and workshops.

Kim Potgieter will also be joining panellists Gugu Sidaki CFP®, Lisa Linfield CFP® and Sunel Veldtman CFP® on the topic The Power of the Female Factor. They will talk about what women want from a Financial Planner and share ideas on attracting more women to the Financial Planning Industry.

Click here for more information

Retire Successfully Workshop

19 June 2019

This six-hour workshop is aimed at those approaching retirement, typically from age 50 and above. The workshop includes interactive exercises to encourage participants to think about the aspects of their life that influence their goals, dreams and hence their financial futures. It is structured around a personalised workbook for each participant, a support pack take-away that contains vital information including useful tips, such as how to choose a Financial Planner and what a valid Will should contain.

Venue:

Bookings:

Chartered Wealth Solutions
Chartered House, 2 North Road, Dunkeld West, Johannesburg, 2196
Please email info@retiresuccessfully.co.za to book your seat.

Dare to Lead™ Breakfast

11 June 2019

Join Kim Potgieter and Julia Kerr Henkel for an exclusive Dare to Lead™ breakfast.

Based on the research of Dr. Brené Brown, Dare to Lead™ is an empirically based courage-building program designed to be run in organisations. We’ve just returned from our training in Texas and as Certified Dare to Lead™ Facilitators, we would love to share our experience with you and offer you a sneak preview of the work and how it can be applied in your life and business.

Venue:


Cost:
Enquiries:

Chartered Wealth Solutions
Chartered House, 2 North Road, Dunkeld West, Johannesburg, 2196
R350 p.p. including breakfast.
Contact Holly to be included on the invitation list

An evening of perfect pairings with Women In Finance Network

Women In Finance Network hosted an inspiring evening of perfect pairings…

Locally crafted gin and tonic – Hanneli van der Merwe, Founder and Managing Director of local craft tonic, Barker & Quin, does a tantalising gin and tonic tasting for us, while sharing her story of shaping her future and living her dreams.

Delicious food and wine – Stephanie Wiid, winemaker at Fairview Winery and co-owner of Thistle and Weed wine, does a delicious pairing of wine with our meal and shares her journey to becoming one of SA’s highly rated young winemakers.

You and your money journey – Certified Financial Planner®, ICF Coach and New Money Story Mentor®, Director at Chartered Wealth Solutions, and Founder of WIFN, Kim Potgieter inspires you to understand your relationship with money in order to create your dream life.

Creating a successful retirement workshop

Retire Successfully Workshop - Your journey to lining a meaningful and balanced life in retirement

Chartered Wealth Solutions hosted a workshop on preparing for a successful retirement to our Chartered Wealth Solutions clients. The message is that your retirement years may be the most fulfilling and enjoyable years of your life – if you plan for it! Our aim is to inspire you to live a truly happy and wholesome life in retirement.
You are welcome to invite friends to attend with you.

Date: Wednesday, February 28, 2018 at 9 AM – 7PM

Venue: Chartered House, 2 North Road Dunkeld West, Johannesburg

RSVP: To Holly by clicking here

 

Women in Finance Network Event

The Women in Finance Network (WiFN) breakfast event took place on Thursday, 28 September at 54 on Bath Hotel in Rosebank. 110 amazing and inspiring women in the financial services industry attended the event.

The first part of the breakfast session focused on the current state of women entrepreneurs. Marylou Kneale, Founder of Living Facts, shared the research and findings on why women should consider becoming entrepreneurs, as well as the factors limiting them to build successful entrepreneurial businesses. The research was commissioned and sponsored by the Sage Foundation.

Since women account for only 1% of the world’s wealth, entrepreneurial enterprises owned and managed by women should significantly increase this staggering statistic. One of the largest concerns is that 68% of South African women have children younger than 2 years old and living without partners. Marylou stressed the importance of support structures for women and the benefits of networking and surrounding yourself with organisations or people who can support you. In addition, she focused on the fact that women should be exposed to the world of business and finance from an early age. We will go a long way yet if the spirit of entrepreneurship is fostered and nurtured in our girls along with affirmations on risk-taking, confidence, self-belief and competitiveness.

Kim Potgieter, founder of the WiFN shared her insights on how to shape your future and live your dream! She shared her wisdom on the importance of having a life vision and emphasized that you can be whatever and whoever you want to be – as long as you have a dream! Kim encouraged the audience to look inside for ‘insight” and to understand that their greatest asset in life, lies in themselves, in who they are as people. She encouraged women in the audience to believe in themselves, to support each other and to take up the challenge of living their dream lives!

Women in finance Network
a Chartered Wealth Solutions Initiative

Brookdale Breakaway

Kim hosted a workshop at the fabulous Brookdale Health Hydro in the Midlands Meander for a selected amount of participants. The perfect venue to restore physical health and mental well-being.

The workshop entitled “Your money Journey” took participants on a personal, very intimate and internally focused journey on discovering their own relationship with money: factors inhibiting a money story of success and abundance, and discussing what a healthy relationship with money entails.

Emphasis was placed on thinking, reflecting and dreaming – envisioning an ideal life where money serves to help fulfill your vision. The process finished with advice and assistance on developing an action plan for change – on transforming the current life journey to a fulfilling and inspiring one.