Author: Kim Potgieter

Kathleen is at a crossroads: after a lifetime in a job that did not fulfil her, all while putting her life on hold to focus on saving and investing, she overlooked the joy of living in the present moment. Looking for safety and security, she moved overseas, only to be overwhelmed by the isolation and a profound lack of belonging. Kathleen shares a poignant story that challenges us to reassess our deeply held beliefs and the chapters we fill our lives with. Kathleen’s story Although a creative person with a love for animals, Kathleen pursued a corporate career and spent most...

I have shared many courageous midlife reinvention stories with you over the past year: clients who moved cities to edit their lifestyles, clients who ramped up their earning potential, changed careers or started something completely new. Yes, money is an important part of the midlife edit. Not only because you may not have enough to live the life you choose, but also because your priorities may have shifted. What we do know is that we have choices. We can work longer, change course and find renewed meaning in how we earn. Or we may be 100% on track financially, but our life priorities may...

Have you ever dreamed of turning a lifelong passion into a thriving business in retirement? Tersia and Theo did just that. They pursued their shared dream of owning their very own guesthouse and transformed the first act of their second chapter into an entrepreneurial adventure with Game View Lodge. But their dreams extend beyond the present; they plan to eventually sell the lodge and open the door to yet another chapter in their retirement journey. Theo and Tersia at the front door of their Lodge. Introducing Tersia and Theo Tersia and Theo lived in Vryburg for many years where...

I have loved sharing, learning and growing with you this year as we journeyed through the midlife makeover stories of our clients. The clients who bravely shared their stories gave us valuable insights and taught us important lessons – not just about money, but about life itself. But what really stood out for me is just how powerful the midlife phase can be. It reinforces that midlife is not a crisis – it’s a wonderful opportunity to design your life exactly as you want it to be. And it’s the perfect phase of life to structure your money to enable the life you deserve. This...

This month marks a significant milestone for Chartered as we celebrate our 20th anniversary. As I reflect on the 15 years that I have been part of Chartered, I realise that I’ve gained so many valuable insights while navigating a new career, joining a new business, and contributing to the financial planning industry. Finding a new purpose Even though my husband Gys was incredibly supportive, and I loved being a home mom, looking after Josh and then Gabi, when she was born, I felt uncomfortable being dependent and not earning my own money. My money trigger points went into...

Gys’s story isn’t about the second chapter of an entrepreneur’s journey but rather the harvesting and sharing of wisdom across generations for collaboration and growth. His latest project sees him partnering with a young man with a brilliant concept, brimming with ideas but limited in experience. Their mentor-mentee relationship bridges the generational gap, merging Gys’s 48 years of experience with fresh initiative. The result? A business that neither could have done alone, highlighting the magic of cross-generational collaboration. Introducing Gys Gys’s...