Intentional Investing Workshop

Your journey to merging your money with meaning in your life

This six-hour workshop is targeted at individuals in the wealth accumulation phase, typically between the ages of 35 and 50 years. The session is based on the philosophy that a holistic plan comprises two parts: a life plan and a financial plan.

The purpose of financial life planning is to help you focus on investing your time, energy and money consciously to create the life you want. This is merging money with your life through intentional investing.

Topics covered in this workshop are:

Life Planning

  • If you plan, you prosper
  • Learning ore about your personality
  • Your relationship with money
  • What you love about your work
  • Creating balance in your life
  • Creating your Bucket Wheel, the foundation for your financial plan

Financial Planning and Estate Planning

  • Whom do you turn to?
  • What does a financial planner do?
  • Benefit of an independent investment consultant
  • Retirement Fund discussion
  • Risk and return relationship
  • Diversification versus averaging
  • Tax planning
  • Group benefits
  • Disability cover calculation
  • Life cover calculation
  • Essential elements for a valid will
  • Trust planning

Kim Potgieter has presented workshops and talks for numerous corporate companies. Below are some of the testimonials we have received. Please feel free to request any contact details for references:

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

    Anglo American
  • Thank you for adding to the overall success of the programme, the overall rating for your session as rated by attendees is 94% read more

    Refilwe Selepe, Programme Manager: Open Programmes, The University of Pretoria’s Gordon Institute of Business Science
  • Kim Potgieter first addressed members of the SAB Provident Fund who are approaching retirement back in 2015 and because of her powerful and inspirational message around life planning, she continues to be the pillar of these annual retirement workshops. read more

    Nondumiso Zulu, Benefits Specialist, SAB
  • 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. read more

    Katherine Craig, Associate, Deloitte South Africa