Author: Kim Potgieter

Following the presentation, a number of participants shared that they understood for the first time the need to retire to something, rather than leaving a fulfilling future to chance.  I explain that their personal retirement financial plans can be built around their lives, dreams and aspirations, rather than being just a set of numbers. Including their goals and dreams in the financial equation will ensure that they achieve more meaning and purpose – in other words, retire successfully. In the presentation, I use the Wheel of Balance as a tool to explain the concept of retiring to...

On a recent trip to New York, these two loves in my life combined in a unique way as I experienced the joy of learning through travel. Not only did I discover exciting things about my destination, but this time, my travelling companion opened my eyes to the new way to travel: by using technology. (Of course, those who know me well are aware I am very nervous of managing technology; yet, I was surprised by my excitement at using these new aids.) For me, travelling to a new and energising city always has certain challenges, especially when navigating the city using cumbersome street...

Such moments are my frequent experience, largely because I ama life-long learner, and because so much of my working life entails encounters with our clients.  While I go into a meeting to guide and facilitate discussion, I far more often find myself emerging from meetings with fresh knowledge and understanding. These paradoxes characterise our lives. Consider our client, Bruce Watt, who shared in a recent newsletter his experience of loss.  Out of that loss came a strong desire to help others deal with their grief, and a book emerged from the process.  From grief …...

The wonderful and unexpected outcome of my book being on bookstore shelves across the country has been expanding my circle of acquaintances.  My message in Retiremeant is that this time of your life is one where you get to make your unfulfilled dreams and goals a reality on your own terms and in your own time – very much a value that Chartered Wealth has espoused since its inception.  With new people from all around South Africa sharing their stories with me, a significant theme has emerged:  the different dynamics around exiting work.  I think the idea is worth...

There are some books you read that you know will change your life.  I recently read Goddesses Never Age by Dr Christiane Northrup and was so inspired that i want to encourage all women to read it.Apologies, men, this one is for us women, but be assured that you will benefit as much (well, almost as much!). Having read it, watch for the materialisation of the ageless goddess before your eyes … I promise your lives will be much more pleasurable! Christiane’s central premise in her book is this: age...

Well spotted, Marcus. How I love to learn!  I always feel hungry to gain more knowledge so that I can grow myself and expand my world. In all my life planning meetings, as clients and I discuss what comprises a life of balance, learning always features as a significant ingredient.  Why?  Exploring ways to learn is always interesting and essential to a complete life. “I don’t want to go back to studying and writing exams,” is often the response that I hear when I encourage further learning.  Or, “I can’t take off time to go attend a course or follow a...