Lionel Karp CFP®

Financial Planner FCIBM
FCIS
H Dip Tax Law(Wits
RLP®

I have been a financial planner for many years and always prided myself on understanding my clients’ needs. It was a unique experience to be on the other side of the process, when Kim helped my wife, Bev, and me, tackle our procrastination regarding a decision to emigrate to Australia, to join our children and grandchildren. Kim, as the only practising qualified Financial Life Planner in South Africa, was not only qualified to help us, but she also has a passion that goes beyond asking the right questions.

Kim’s compassion and insight enabled Bev and I to express how we actually felt: desperate to move, frightened to commit to the reality. I am of the firm belief that Kim’s methodology is the only way forward: looking after your wealth and taking your lifestyle into account.

To fulfil the tapestry of your own personal financial and lifestyle kaleidoscope, this must-read book will challenge you as the patterns of your life change for the better.

When it comes to your money,
Be inspired,
Be brave,
Be on purpose.

STAY CONNECTED

Subscribe to

By clicking Subscribe, you consent to the processing of your personal information by Chartered Wealth Solutions in accordance with our Privacy Policy and acknowledge that this may include receiving newsletters and invites. You are aware that you may unsubscribe at any point.

CONTACT

CONTACT

Telephone:
011 502 2800
Email:
info@kimpotgieter.com

Tel: 011 502 2800
Email: info@kimpotgieter.com

0:00
0:00