Author: Kim Potgieter
This month, as we celebrate the spirit of womanhood, I have decided to dedicate my blog to all the strong, brave women who are taking ownership of their financial futures! Many of us are still struggling to believe that we have the ability to make money and invest it, while still staying true to our values; and most of us are still grappling to voice our money concerns and opinions. Whoever you are, this is for you!
Just this week I met with a client in Knysna whose husband passed away recently. In this time of overwhelming grief and sadness, it’s hard to talk about money – but so...
Courage over comfort – what will you choose?
It takes courage and the willingness to be vulnerable, to lead an authentic life. To show up and lean into these moments that make you feel uncomfortable. And it is often here, in these brave moments, where we grow and learn, and create growth for the people around us.
We find many excuses in every day moments to avoid feeling uncomfortable. But it is in these moments that you can begin to challenge yourself and ask: What will I choose today? Courage or comfort? We all have different reasons for falling back into our safe comfort zones; “I did not want to cause offence,” “a little white...
Your Money Mission Statement
This is my purpose – to search for teachers who inspire me, to inspire as many people as I can, to be brave while doing it and to purposefully help others with their relationship with money. My money mission as a Certified Financial Planner® is to share my learnings about money relationships and to transform mindsets to align money with meaning to enable positive transitions.
I am as clear on this as I am on my Life Plan. But it’s not always been a clear path for me. To get to this point took a good dose of hard work and a huge dollop of courage.
I’ve had a long, personal struggle...
Vulnerability is your greatest strength
Meeting Brené was even more fabulous than what I expected it to be! Combined with meeting my long-time, far-distance mentor and guide, I got to learn and travel as well – two hugely important parts of my life!
Arriving at the Dare to Lead course filled me with extreme excitement and anticipation. I had been looking forward to this moment for what seems like forever! We were 120 attendees in total, all sharing the same level of enthusiasm and awe and, without fail, every single one of the delegates agreed that the week’s experience and learning far overreached the initial...
Consciously curating your life
The Modern Elder Academy
I have shared my four wisdom learnings on Facebook together with my retreat photo album (click here to access my Facebook page.) Honestly, the photographs just don’t do it justice. With his past hotelier experience, Chip has built a sanctuary on two acres of beachfront property where the desert meets the sea, under the gaze of nearly 2 000 km high peaks. He has managed to include the WOW factor in a truly authentic way with top quality service perfectly enhanced by the Mexican desert surrounds.
Our group consisted of seventeen people, diverse enough for...
Across the generational divide – combining the wisdom of intern and mentor
I have often thought that my age should count for something. I may not know it all, but surely my wealth of experience (or dare I say, wisdom) could be applied and shared in a more meaningful way? I do realise that there are things I do not know, such as my children knowing more about social media than me. After all, it’s generally the younger generation that we default to for help when setting up a new phone or an email account.
This quote by Michael Dell, founder of Dell Technologies comes to mind: “Try never to be the smartest person in the room. And if you are, I suggest you...
The Bucket Wheel® – directing your spend
Your life has everything to do with you and what resonates with you; it’s about your dreams. It’s about allocating your money – and your time – on things that are important to you. Your journey is an individual one, with twists and turns, ups and downs, but most of all, it should also be filled with things that make you happy. Your money should be structured in such a way as to enable the life you envision for yourself.
Most of us really are just too busy doing things; so busy that we don’t have time left to enjoy things. We are constantly chasing deadlines (and trust me, there is...
A decade of dreaming, living and learning
Looking back at 2018, my dream was to re-align the elements of my life with who I am – to be fearless in following my flow. I designed my Bucket Wheel® items around my 50th birthday celebrations and called them my five fabulous things for 2018. Each symbolised one “thing” for each of my five decades. I am pleased to report that I ticked them off one by one. Not only did I have the most fabulous year, I got so much more than I bargained for.
My first fabulous thing was throwing a 50th birthday dinner party at home to honour the special people in my life. The real gift here was having the...
Courageous Currency Conversations
A money story based in fear, loss and anxiety affects you, and your family as well. Because our stories are shaped by what we hear, see and believe while growing up, we have to learn from these messages, to change the outcome of our lives, and those of our children.
As parents, our responsibility is to teach our children right from wrong and be wary of not teaching them to be just like us. No parent deliberately wants to pass on bad habits, low self-esteem or ill-advised money behaviours.
I cannot pretend to be the expert advisor on money conversations to have with your children...
The BRAVE new You
In some ways, I am grateful for the journey my money story has taken me on. I have spent hours of self-reflecting and even more on trying to find my purpose in the world. I have read every book on financial planning, retirement, money stories and being courageous in the face of uncertainty that I could lay my hands on. And in my hours of reflection, I have come to understand that our journeys cannot be rushed. It takes the time that it takes. And you have to stay brave even if you stumble and fall every now and again. In the words of Brene Brown, my favourite author of all times, “If we...








