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Author: Kim Potgieter

Change-charge your brain

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?

“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!

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

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!

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

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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Lessons on ageing healthily

“I was delighted to be invited to share the platform with CEO of The Refirement Network, Lynda Smith, at the Congress,” says Kim Potgieter, Certified Financial Planner and Director at Chartered Wealth Solutions.  “I am grateful for every opportunity to share the message that we share with our clients during our Life Planning Meetings: retirement does not have to signal an end; it can be the beginning of a whole new life, if you are prepared to shift your perspective – retiring to something rather than from it.” Of course, living a full life in retirement has much to do with...

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Set the wheel in motion

At his recent Chartered presentation, Dr Wayne Derman made reference to the Blue Zones.  These are geographical areas in the world where people have been found to live longer – and better! These five areas are:  Sardinia, Italy; the islands of Okinawa, Japan; Loma LInda, California; Nicoya Peninsula, Costa Rica; Icaria, Greece. More significant than where they are, is what the residents of these regions have in common, factors that contribute to longevity and quality of life. These factors include: human interactions – putting family above other concernsa...

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Retiring with meaning

This year started with great excitement at Chartered Wealth and for me personally.  The launch of my book is a dream come true.  After attending the Walt Disney leadership course, I took the words of this remarkable leader and visionary literally:  All our dreams can come true, if we have the courage to pursue them. I am the first to acknowledge that I am certainly not a traditional author. Following some years conducting Life Planning meetings, however, there was something at my core that demanded that this book be written. Despite this compulsion, Retiremeant took more than...

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Harness your mind to heal your body!

Prior to tearing my hamstring, leg raises hardly broke a sweat on my brow; I was a committed and regular participant at the gym.  Now, as part of my rehabilitation, I have to be equally committed – but now it is to attending biokineticist sessions every week.  Yes, there is physical exertion, but it is nothing compared to the mental discipline I need to re-engage my body in healing and normal activity.  I am being challenged all the time.  Basic exercises require all my effort. What has been the lesson for me?  To be humble, and place myself in other’s...

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