Kim Potgieter
Kim Potgieter is a highly regarded keynote speaker, financial life planner and author who helps individuals and organisations transform their relationship with money. Her message is clear: money should enable a meaningful life, not cause fear, guilt, or confusion. With a distinctive blend of financial expertise and psychological insight, Kim empowers audiences to rethink their money stories and align their finances with purpose, freedom and fulfilment.
For organisations looking to support employee wellbeing, foster resilience during change, or spark purposeful thinking around retirement and life planning, Kim offers a keynote experience that is memorable, moving and actionable. Her message is one of possibility: that by changing how we see money, we can change how we live.
As Managing Director and Head of Life Planning at a leading Wealth Solutions organisation, Kim has worked with thousands of individuals navigating life’s major transitions – from midlife reinvention to retirement. She understands that true wealth is not measured only in rands and cents, but in the quality of the life one leads. Her talks focus on empowering people to make intentional, values-based financial decisions, turning stress and uncertainty into clarity and confidence.
Kim’s keynote addresses are warm, engaging and rich with real-world insights. Drawing from her personal journey and client experiences, she shares relatable stories that challenge limiting beliefs and spark mindset shifts. Whether guiding executives through second-chapter career moves, preparing teams for meaningful retirement, or helping professionals rediscover purpose, Kim’s message resonates across sectors and generations.
She is the author of RETIREMEANT – Get More Meaning from Your Money and Midlife Money Makeover, and has produced several eBooks and practical guides to help individuals design lives they love. She is a CERTIFIED FINANCIAL PLANNER® Professional, a Professional Certified Coach (ICF), a Registered Financial Life Planner, a Certified Dare to Lead™ Facilitator, and a New Money Story® Mentor Coach.
Kim holds qualifications in both psychology and financial planning – a rare combination that allows her to connect deeply with audiences, bringing both heart and expertise to every stage appearance.

