Testimony Category: Empowering Clients

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.

I have just completed co-facilitating a series of Behavioural Coaching workshops for financial planners with Kim. Kim was inspirational in telling her personal story, and how she has enacted her passion of helping people have courageous conversations about money; and help them become the masters of their money, rather than be money’s servant.