Take a chance on you!

Change brings opportunity, and more often than not, change brings about change. But it is up to you to adjust, transform and convert from where you are, to where you want to be. What if this is a time for change? What if this is exactly the opportunity to renew and refresh? To take a…

Mastering Life Planning Skills

I have always believed that Financial Planning must follow a life-centred approach and have spoken at many conferences about the value of Life Planning. When my mentor, Mitch Anthony, asked me to speak at the global online Life 20 Summit for Financial Planners on exactly this topic, I jumped at the opportunity. I had a…

Invest in yourself

Earn a return for Life! I have seen so many of our clients use this lockdown period to try something new and exciting. They have enthusiastically shared taking up online yoga lessons, going on virtual safaris, onscreen webinars and many more. One thing we do have right now is time. And what better way to…

Adjusting to the new ‘norm’

Adjusting to the new ‘norm’
Tiffany Havenga of Chartered Wealth interviews Kim Potgieter about the emotions that we are all feeling as a result of the COVID-19 lockdown. Kim shares her insights and practical tips for soothing and managing these emotions.



Connection Misses

I was catching up with my friend the other day. We normally chat over a cup of coffee, but this time, our conversation was over the phone. During face to face conversations, we rely heavily on the other person’s body language to really get and interpret what they are saying. During our chat, it struck…

Live better – love yourself more

I always read at least one book during my December break to inspire my year ahead. This holiday was no different and I just completed Atomic Habits by James Clear. I love how his work is driven by one question: How can we live better? I have two goals this year that are really important…

Spending with purpose

The year 2019 ended on an exceptionally high note for me and I have been bursting to share an incredible experience with you! A once-in-a-lifetime trip to Antarctica was the highlight of our family time in December. We planned this trip together as a family for over two years. And let me tell you, the…