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Author: Kim Potgieter

LIVE your NEW money story?

Knowing the information is not enough to drive a behavioural change. We all generally know that it is important to live a healthy life and eat a balanced diet. But how many of us spend enough time exercising and eating healthily? To ‘know” something and then use that information to change your life, takes effort. This is because the mind has a comfort zone – where everything is predictable. It’s a familiar place and we need a lot of motivation to leave this place of safety. Just thinking about change can fill us with fear and anxiety. It is much easier to repeat the same predictable...

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Assessing YOUR money story?

You can now start writing the plot for your new life story. This is the fun part! We begin to realise that we have a way of changing our lives and start looking at life with a renewed sense of optimism. Remember, with every assumption you have about money, you make choices, and your choices are based on your money story. Let’s look at your money story and decide what works for you and what no longer serves you. Have your notes on your current money story handy. These are the beliefs and behaviours that navigate your life around money presently. Now look at them critically and ask...

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Taking ownership of your money story

Bruce Lee expressed it so beautifully by saying “As you think, so shall you become” – and I am reminded that this is why we do it. We are the ones that give meaning to money. And the meaning we give to money manifests in our self-statements and behaviour. And once we understand our money story, we understand what we believe about money, and why we have certain attitudes and behaviours around money. And the hard part? You have to own your story! By owning your story, you can begin to understand all the money patterns that is governed by your story. I consider my own money journey. ...

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Your money story

A positive money story is one where you have a healthy relationship with money; where you view money simply for what it is – a currency earned as an exchange for your time or value add. In this money story, money is used as an enabler, as a tool to support and facilitate your life plan. I meet so many clients that feel powerless when it comes to money. And normally, in these cases, they see money as their master and themselves as the servant who is repeatedly flogged by this merciless ruler who continuously impose sanctions on their dreams for their lives. It is here where I want to...

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Follow your flow

It is almost a month into my New Chapter following my 50th year, and yes! I am still celebrating. I’ve come up with one “thing” for each of my five decades. I’m calling them my “five fabulous things”. Here they are: going on a cooking course in Greece with four of my school girlfriends (of forty years!); listening to Andrea Bocelli on his farm in Tuscany; working towards my dream of meeting Brené Brown (author of Daring Greatly, my favourite book of all time) come true; writing my next book which will talk about Courageous Conversations around our Relationship with Money Matters to...

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Celebrating Living and Learning

I realised that it is the people in my life, special family members, friends, colleagues and clients, that fill my life story with happiness, laughter and significant memories. But most of all, with learning and wisdom. The first 50 years of my life is a wonderful story because I have learnt and grown from every person that were a part of it. It is now time to turn the page of my life story and start composing the next chapters of my life. I am poised and ready to compose a bestseller! Filled with big actions and big consequences! Most of all, I am excited to share my learning and...

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Making sense of money stories

Sometimes, in stories, the line between fact and fiction becomes blurred.  How we remember things may not be an actual account of what really happened, but how we perceive it having happened. This is because a lot of our behaviour patterns and belief systems downloaded in the first years of life become automatic.  We behave in a certain way, or think about things almost intuitively – an automated, ingrained response. I consider my own money journey.  My parents had a very dysfunctional relationship with money, and I realise how it has shaped my own attitude towards...

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From Bucket lists to Balance (and bucket) Wheels

Life Planning is the first and crucial step in Retiremeant™ Planning. With a solid and holistic Life Plan, you are able to visualise and write down what your life would look like if it turned out well. Once we have the answer to this question, we begin to look at how to invest your money to enable the life that you dream of living. With a solid life plan you become the master and money the enabler for achieving your life goals. Have you considered what Retiremeant™  means to you and how you would ideally like to spend the second half of your life? Have you taken...

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Adding your “A” to Retiremeant™ Planning

Retiremeant™ means having the freedom to achieve your yet unfulfilled dreams and goals, on your terms and in your own time. Why we added the “A” to Retiremeant™? You may have the money you need to retire, or at least planning to have it in the years ahead. But have you considered what your life would look like in retirement? The “A” reminds us to not only consider our finances in Retiremeant™ Planning, but to also consider and plan for a meaningful experience in this phase of your life. I truly believe that you can retire with both meaning and money. A Retiremeant™ Plan comprises of...

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For Love and Money

So many of us feel that we are not worthy of having money in our lives. This could be the result of low self-esteem and constant negative messages that assault our confidence and self-worth. How many times have you heard people say: “Having money or being wealthy is just not meant for me.” Or “I will never have enough money.” One of the biggest blocks to receiving abundance is the feeling or perception that you don’t deserve it. To be open to receiving money, to confidently expect from life what you are worth, to ask freely for abundance and knowing that just by being you, is enough...

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