Kim is an inspirational leader in the financial planning industry and recently shared her story with a group of independent financial advisers. She facilitated Financial Life Planning workshops throughout South Africa as part of the Allan Gray Behavioural Coaching Programme for Independent Financial Advisers.
It is evident that she is committed to and passionate about having meaningful conversations with clients around their money – merging their money with the life they would like to live.
Kim is an eternal learner who is open to refining and improving the client discovery process, with the goal of creating a life filled with meaning and purpose.
We look forward to working with Kim in future.