Empowering Workshops

Retire Successfully

Your journey to living a meaningful and balanced life in retirement

This six-hour workshop is aimed at people nearing retirement, typically age 50 and above, and is designed around a new definition of Retiremeant™ – having the freedom to achieve your yet unfulfilled dreams and goals, on your terms and in your own time.

Kim challenges you to visualise what your retirement would look like if it turned out well and asks “What will you be retiring TO?” She guides you through a process to understand your relationship with money and encourages you to incorporate all the elements that make up a balanced and fulfilling life: work, play, purpose, health, learn, relationships, give-back and money.

Kim shows that a holistic Retiremeant™ Plan is made up of Life Planning, Financial Planning and Estate Planning and firmly believes that your money and your life cannot be separated.

The workshop includes a personal workbook, interactive exercises and a support pack take-away.

What some clients say


  • Anglo American

    “Excellent day, thank you so much! I appreciate it – you made me feel less old and more excited for retirement”

  • Katherine Craig

    Deloitte South Africa

    Kim presented at 2 sessions for us: One focused on Intentional Investing as a Young Partner, and the other, on Retirement planning for those nearing retirement age.

Intentional Investing

Your journey to merging your money with meaning in your life

This six-hour workshop is for people who are still earning and creating their wealth legacy, typically between the ages of 35 and 50. It’s based on the philosophy that a holistic plan includes a Life Plan, Financial Plan (which includes Scenario Planning and an Investment Strategy,) and an Estate Plan.

Kim explains that Life Planning is the first essential step to Financial Planning. It’s about visualising, planning and then putting into action the plans, goals and dreams that you have for your life. Your Life Plan is enabled by your Financial Plan – this means that the way you structure your investments depend on what you want to do with your money.

Kim guides you to align your money with meaning and to consciously create the life you want.

What some clients say


  • Anglo American

    “Excellent day, thank you so much! I appreciate it – you made me feel less old and more excited for retirement”

  • Refilwe Selepe

    Programme Manager: Open Programmes, The University of Pretoria’s Gordon Institute of Business Science

    Thank you for adding to the overall success of the programme, the overall rating for your session as rated by attendees is 94%. Below are some of the comments of workshop participants:

  • Katherine Craig

    Deloitte South Africa

    Kim presented at 2 sessions for us: One focused on Intentional Investing as a Young Partner, and the other, on Retirement planning for those nearing retirement age.

Empowering client conversations to enhance your value-add in Financial Planning

The call for brave conversations with Clients

Kim believes that Financial Planning done properly is to guide and mentor clients to formulate a Life Plan, supported by the Financial Plan; and for Life Planning to be truly effective, Planners need to be self-aware and equipped with coaching skills so that they feel comfortable having these brave conversations.

Planners are now 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.

Kim will guide you to change your value proposition by teaching the skills and practices needed to connect with clients in a meaningful way.

Booking options

Book Kim for a 1-day workshop or for the full curriculum over 3 days. On completion of the full curriculum over three days, participants will receive a Dare to Lead Trained Certificate. All options include interactive exercises, video lessons by Brené Brown and Kim’s personal learnings.

This course includes the Brené Brown Dare to Lead™ work

What some clients say


  • Rob Macdonald

    Head of Strategic Advisory Services, Fundhouse

    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.

  • Kevin Feather

    Allan Gray

    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.

Your Money Journey

Understanding your relationship with money

This four-hour workshop is aimed at helping you understand, edit and change the relationship you have with money. How you think and feel about money determines to a large extent how your money story will play out in your life.

Kim guides you to put money in its rightful place – as an enabler of your life goals and dreams. The workshop will take you through a five-step process that will help you make significant positive changes to the role of money in your life. A clear understanding of your relationship with money can start a whole new chapter where you are able to change the story, rewrite the chapter and start making money serve you – instead of the other way around.

What some clients say


  • Unknown

    Highly empowering in coaxing me to think more about my life in general, what my relationship with money is and how it all affects my financial decisions.

  • Unknown

    Kim inspired me to do a whole lot of introspection and has empowered me with skills to understand my life’s journey with money and how it affects my finances.

  • Unknown

    I learned who I am and what my relationship with money is. I had a huge mind shift towards money

  • Unknown

    I now have a sense of urgency to evaluate my financial portfolio and work with the right professionals. I need help taking emotion out of my financial decisions.

Enquire more about workshops

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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