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‘I got my CFP, with the aim of changing the industry’

Chartered Wealth director and head of life planning Kim Potgieter sees herself as an anomaly, having joined the financial planning industry in her late thirties.But from the start she was determined to do things differently.After a major life transition, she returned to university to get her honours degree in psychology, but soon realised it would not lead to a new career. She’d always had an interest in personal finance, and helping people manage their money felt more like her calling.She was determined to become a financial planner.‘I had had several financial planners, and I felt I was...

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