A great conversation today giving us all a clear understanding of why a Financial Planner should become your trusted partner and so much more than a new best friend. Kim Potgieter, an author, a speaker and expert Financial Planner and Director and Head of Life Planning at Chartered Wealth Solutions speaks about why retirement planning and planning in general should be considered a necessity, not a luxury.
Comments:
- What an extremely thought-provoking conversation! I wish we’d had more of these talks when we were younger….
- Brilliant talk! I am starting to understand why a financial advisor is imperative – and as Kim says “your trusted partner” and as Marilyn says “your new best friend”. Not as Martin says “the guy with the tweed jacket and nicotine-stained fingers” – haha! 😊
- I am recommending this show to all my friends. There is great information coming through on this radio show – thank you!
Click here to listen to Episode 16
Show sponsored by Just SA
Contact details for Chartered Wealth Solutions
Tel: 011 502 2800
Email: info@charteredwealth.co.za
Download our e-books here
Contact details for Just SA
Tel: 087 238 2690
Email: info@justsa.co.za
Just SA: justsa.co.za
Tune in to “You’ve Earned It” with Martin Nel and Marilyn Hallett
on Coastal Radio SA during REWIND every Monday at 10:00am.
The show focuses on providing relevant, informative content
along with exclusive offers, deals, and benefits
for individuals aged 60 and above.
Listen live on Coastal Radio SA Stream:
https://radio.ifastekpanel.com:1645/stream
SIGN UP FOR THE YOU’VE EARNED IT/YEI FREE NEWSLETTER HERE
The YEI newsletter is packed with relevant, informative articles geared at 60-plussers
PLUS great pensioner savings, discounts, deals and benefits
