Are you intentional with your money?

My trip to New York two weeks ago with my friend Jean (we’ve been friends since the age of twelve) was not only about ticking off bucket wheel items, it was also about making experiences come true. We ticked off seeing Billy Joel live in Madison Square Garden – we love attending concerts! And I completed a 10km marathon in Central Park – done! I love it when your experience exceeds expectations. And that was running in New York for me. I’ve dreamed about doing it for so long! I really wanted to run a marathon, but the 10km race gave me the same goosebumps moment. Running in Central Park...

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Words of wisdom

I have journaled for most of my life. I have always loved the idea of crystallising my thoughts onto paper. Sometimes it’s just the musings of my mind, and other times, it’s a therapeutic process of reflection, gratitude and healing. Throughout history, many scientists, artists, explorers and extraordinary people have captured their thoughts and reflections about the world they live in, in journals. Conversations with myself is a moving collection of Nelson Mandela’s letters and diary entries, and The Diary of a Young Girl (also known as The Diary of Anne Frank) is said to be one of the...

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Spending with purpose

We planned this trip together as a family for over two years. And let me tell you, the planning was as much fun as the actual experience! This very special holiday marked my husband, Gys’s and our son, Josh’s, significant birthdays and served as a rite of passage for Josh who finished Matric. Moments like these add up to a lifetime of memories[/caption]Nothing can prepare you for the unspoiled beauty of the snow- and ice-covered landscape. Photographs don’t do it justice, but we will forever cherish the memories of the ancient glacial ice reflecting the most beautiful hues of blue, whales...

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Money lessons I wish I knew earlier in my life

In the spirit of wisdom, rebirth, wealth and good luck that the Jacaranda tree represents, I have decided to make a list of all the things that I wish I knew earlier in my life. Of course, in this blog, they will be about money – but I may just compile another list about life, love and everything else to share with my children. In my previous blog, I alluded to my late dad, and how grateful I am for the money lessons I learnt throughout my life – and am still learning! My father used money to control, as a tool of power; while my mom completely relinquished her power over money. The journey...

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Courage for empowering money conversations

This month, as we celebrate the spirit of womanhood, I have decided to dedicate my blog to all the strong, brave women who are taking ownership of their financial futures! Many of us are still struggling to believe that we have the ability to make money and invest it, while still staying true to our values; and most of us are still grappling to voice our money concerns and opinions. Whoever you are, this is for you! Just this week I met with a client in Knysna whose husband passed away recently. In this time of overwhelming grief and sadness, it’s hard to talk about money – but so necessary....

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Your Money Mission Statement

This is my purpose – to search for teachers who inspire me, to inspire as many people as I can, to be brave while doing it and to purposefully help others with their relationship with money. My money mission as a Certified Financial Planner® is to share my learnings about money relationships and to transform mindsets to align money with meaning to enable positive transitions. I am as clear on this as I am on my Life Plan. But it’s not always been a clear path for me. To get to this point took a good dose of hard work and a huge dollop of courage. I’ve had a long, personal struggle with...

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Courageous Currency Conversations

A money story based in fear, loss and anxiety affects you, and your family as well. Because our stories are shaped by what we hear, see and believe while growing up, we have to learn from these messages, to change the outcome of our lives, and those of our children. As parents, our responsibility is to teach our children right from wrong and be wary of not teaching them to be just like us. No parent deliberately wants to pass on bad habits, low self-esteem or ill-advised money behaviours. I cannot pretend to be the expert advisor on money conversations to have with your children –...

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The BRAVE new You

In some ways, I am grateful for the journey my money story has taken me on. I have spent hours of self-reflecting and even more on trying to find my purpose in the world. I have read every book on financial planning, retirement, money stories and being courageous in the face of uncertainty that I could lay my hands on. And in my hours of reflection, I have come to understand that our journeys cannot be rushed. It takes the time that it takes. And you have to stay brave even if you stumble and fall every now and again. In the words of Brene Brown, my favourite author of all times, “If we are...

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LIVE your NEW money story?

Knowing the information is not enough to drive a behavioural change. We all generally know that it is important to live a healthy life and eat a balanced diet. But how many of us spend enough time exercising and eating healthily? To ‘know” something and then use that information to change your life, takes effort. This is because the mind has a comfort zone – where everything is predictable. It’s a familiar place and we need a lot of motivation to leave this place of safety. Just thinking about change can fill us with fear and anxiety. It is much easier to repeat the same predictable patterns...

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Assessing YOUR money story?

You can now start writing the plot for your new life story. This is the fun part! We begin to realise that we have a way of changing our lives and start looking at life with a renewed sense of optimism. Remember, with every assumption you have about money, you make choices, and your choices are based on your money story. Let’s look at your money story and decide what works for you and what no longer serves you. Have your notes on your current money story handy. These are the beliefs and behaviours that navigate your life around money presently. Now look at them critically and ask yourself:...

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

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

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

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