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Author: Kim Potgieter

V is for vulnerable this Valentine’s Day

I’ve seen it myself over the years. Whether those specifics are true for every woman and man, I don’t know. But what I do know is that even though people have different needs, we do, in fact, need. Being in relationship – whether with a spouse, children, other family or friends – is what life is all about. Relationships can be safe spaces but they can also be places of pain. Pain is what causes us to pull back to protect ourselves. All of us have opted, at some time or another, for self-protection above vulnerability. And yet the need doesn’t go away, does it? We want to connect, to...

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Bring on the brave

In the spirit of embracing 2017, I came across a blog published by researcher and author, Brené Brown. In it, she asks four thought-provoking questions. When you have a minute, take a look at them and answer them for yourself, in the most real way you know how. I’ve done that below. Here’s what Brené asks: What do I want more of in my life? How do I let go of what’s no longer serving me? What will make me feel more alive? Brave? At the end of every year I need to know that I have contributed more than I have criticized. How have I contributed and what will that look like going...

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A belief in the miraculous

I am the first to admit that I allow the fullness of my schedule to crowd my life.  So, this day of visiting gardens was both a special time to relax and a reminder of what I have been missing.  I walked through these majestic blooms with their delicate petals, riotous colours and heady scents and just soaked in their beauty and the peace that emanates from them. Together with their aesthetic appeal, I have come to appreciate the passion with which people cultivate their roses. Like his roses, founder, Ludwig Taschner is a survivor.  Born in...

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Mastering the Art of Personal Alchemy

Reinvention means a planned, positive change to your life, the key to which is awareness of how you are thinking at the time. To successfully reinvent ourselves, we need to move out of the past and create a new perspective that allows us to identify the possibilities that exist now and in the future. Often we feel that nudge … we want to change, but then we focus on the past and seek solutions based on what we know, on bygone experiences.  This backward look can take us as far back as childhood, to an incident or possibly something our parents said, not...

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Focus on extending your health, not your life

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...

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New York, New York … More fun, thanks to technology!

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...

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Expect the Unexpected

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 …...

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Half In, Half out – Changing the way you want to retire

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...

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Money’s role in relationships

Offspring Obligation?Your financial plan is on track: you have saved and budgeted for a lifetime and are ready to enjoy your retirement, with enough to fund it.  But … there is a snag – your reluctance to relinquish a particular role you have been playing for years: your children’s provider, even if those children are now income-generating adults. As a retiremeant specialist, I have encountered many clients with grown-up children who still rely on their parents financially. Recently, I had to consolidate my thoughts on this issue as I was invited to...

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For the Here and Now, Let Go of the “Should”

When chatting to clients, I am often surprised at  how few think it is important to spoil themselves.  Many feel doing something they will enjoy just because they want to is somewhat selfish. In the next breath, they describe how they are quite happy to spoil their loved ones with something that is important to them. This they see as loving and kind. My challenge is to love yourself by giving yourself an experience just for the fun of it – not worrying what others will think, but doing it because it adds value to your life. I spoil myself every year by...

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