SOUTH AFRICA

Kim Potgieter
Managing Director

The Financial Life Planning Institute
(S. Africa)

Kim@charteredwealth.co.za

Kim is a qualified financial planner, as well as a registered life planner. Armed with a Clinical and Industrial Psychology degree, Kim has a keen interest in the relationship between psychology and money. Her aim is to introduce South African financial planners and advisors to Financial Life Planning and the specialised tools and programmes available through the
Institute.


The South African Financial Life Planning Institute was launched in May 2010.

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The South African Institute has an exclusive agreement with the Financial Life Planning Institute based in the United States to market the Institute's specialised tools and programmes to South African financial planners and advisors.

"Our goal is to assist financial planners and advisors to create a profitable future for their business through the licensed use of specialised tools and programmes," says Kim Potgieter, MD of the South African Financial Life Planning Institute.

"Equally as important for us is the educational role we need to play, as the concept of financial life planning is still relatively new in our market. It has been very rewarding to see how financial planners and advisors haveembraced the idea of financial life planning wholeheartedly, enabling them to enjoy the benefits of improved conversations with clients, more clients for life, and ultimately a more profitable practice."

For more information on the Institute's products and services, please contact Kim Potgieter, MD, The Financial Life Planning Institute at 0115022800 or kim@charteredwealth.co.za .

   


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