My Brilliant Career
My Brilliant Career: Make money a servant, not a boss
Kim Potgieter is director and head of life planning at Chartered Wealth Solutions
10 November 2024 - 06:54
What does a certified financial planner and coach do?
My role involves giving clients holistic financial plans that consider their entire lives, not just their money. I focus on getting my clients to actively participate in the process rather than just telling them what to do. I use my coaching qualification to engage clients, helping them play a key role in making decisions, while I act as both their accountability partner and adviser. Together, we ensure that they have a comprehensive plan that aligns with their values and goals, allowing them to take charge of their financial future. ..
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