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Author: Kim Potgieter

Being happy – not a secret!

Written by Kim Potgieter on . Posted in Your Money Relationship.

Over the years, it has become my custom in Life Planning meetings to assert that no area of the Wheel of Balance is more important than another. And, for many years, I have held this to be true. But, more recently, I have come to realise that the most happiness and unhappiness I have seen has been as a result of healthy or destructive relationships. Each Life Planning meeting commences with an exploration of individual personalities. Very often, we find that couples are comprised of opposites: the ying and yang principle.  Don’t imagine that this is negative – different...

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Goddesses never age

Written by Kim Potgieter on . Posted in Life Planning.

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...

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Learn as if you were to live forever!

Written by Kim Potgieter on . Posted in Life Planning.

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...

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Rising Strong

Written by Kim Potgieter on . Posted in Your Money Relationship.

Social scientist Brené Brown has ignited a global conversation on courage, vulnerability, shame, and worthiness. Her pioneering work uncovered a profound truth: vulnerability—the willingness to show up and be seen with no guarantee of outcome—is the only path to more love, belonging, creativity, and joy. But living a brave life is not always easy: we are, inevitably, going to stumble and fall. It is the rise from falling that Brown takes as her subject in her new book, Rising Strong. As a grounded theory researcher, Brown has interviewed a range of people—from...

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Change-charge your brain

Written by Kim Potgieter on . Posted in Your Money Relationship.

Fold your arms (as you usually do, without thinking about it). Now fold your arms the other way (reverse your usual way).  Just experience how that change in habit feels.  Easy?  Or a bit uncomfortable?Consider where you habitual seating place is: in meetings, in your lounge, in your place of worship, at your favourite restaurant. The next time you are there, choose a completely different location.  Have a look at your environment from a fresh position.Make a change (or a few if you can manage it) to your appearance for a day:  change your hair parting; wear your...

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Dealing with change: Walls or Windmills?

Written by Kim Potgieter on . Posted in Life Planning.

“Being able to adapt to change will serve me well in the year ahead.” A very traumatic personal experience recently reminded me of the sage words of a Chinese proverb:  When the winds of change blow, some people build walls … and others build windmills.  I am making choices that catch that wind of adversity and turn it to advantage. It is said that that the only certainty is death and taxes.  I would like to add ‘change’ to that list. As a driver personality, I tend to set challenging goals and have even higher expectations of how I should live life and what that...

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A blend brings flavour to life!

Written by Kim Potgieter on . Posted in Your Money Relationship.

You may have heard Irish playwright, George Bernard Shaw’s belief that “Youth is wasted on the young.”  Presumably, he thought that only maturity allows you to make best use of the gifts of youth – health, beauty, naivety and a sense of invincibility – without squandering them on frivolities. But I think our differences are essential for a varied and rich co-existence. I love seeing how the younger and older generations are able to share their strengths to create a beautiful result. Each generation has so much to learn from the other –...

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Gratitude – the elixir of life

Written by Kim Potgieter on . Posted in Your Money Relationship.

The beauty of gratitude is that it positively impacts the body and heart of the giver as well as the receiver.   Try it and see.   When we spontaneously express gratitude or appreciation to another person it can literally transform a relationship. The transformation begins when you have the thought of gratitude in your mind and your brain translates that feeling into beneficial neurological changes in your body. The feeling of gratitude also expands the hearts of both the giver and receiver, which has the effect of building the relationship and even erasing old...

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Sweet inspiration for Spring!

Written by Kim Potgieter on . Posted in Your Money Relationship.

But, change is difficult, and I often think I sit on the easier side of the table in life planning meetings – I get to give the advice. It would not be honourable, however, to expect clients to follow the Retire Successfully philosophy and I did not. In fact, all staff at Chartered are encouraged to live to the philosophy as much as clients are. Of late, I have needed to apply advice I give clients in my own life. Here are my three examples: Moving onAs a family, we have been planning for some time to move closer to work and my two children’s schools....

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Portfolio Life

Written by Kim Potgieter on . Posted in For Financial Planners.

I am seldom able to do a talk without sharing what I have learnt from our Chartered clients; I feel incredibly fortunate to be the wisdom conduit between people in their 30s, eager to learn, and clients in their 60s and beyond who have so much life knowledge. What is a portfolio life, you may be wondering. I see it as a life in which the Wheel of Balance is the principal philosophy , where you are engaging in work, give back, relationships, money, health, learning, purpose and play. So often in our accumulating years, we are too busy just working and our interests become centred...

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