Mastering Life Planning Skills

I had a new message to share, and wanted to further extend the conversation on Life Planning and how to form true connections with brave conversations. I believe that, in order to do Financial Planning properly, Planners need new skills. Planners are required to take on the role of coach and mentor – and this role involves authenticity, vulnerability, empathy, non-judgemental listening skills and the ability to inspire. It starts with self-awareness and the commitment to invest time and energy into self-development and learning the skills and practices that are needed to connect with...

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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 around...

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When it comes to your money,
Be inspired,
Be brave,
Be on purpose.

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CONTACT

CONTACT

Telephone:
011 502 2800
Email:
info@kimpotgieter.com

Tel: 011 502 2800
Email: info@kimpotgieter.com

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