Life Planning

Invest in yourself


Kim Potgieter

Kim Potgieter

May 18, 2020

Earn a return for Life!

I have seen so many of our clients use this lockdown period to try something new and exciting. They have enthusiastically shared taking up online yoga lessons, going on virtual safaris, onscreen webinars and many more.

One thing we do have right now is time. And what better way to spend your time than investing in your best asset – yourself!

Now is not the time to make drastic changes to your investments and portfolios. It’s not the time to spend worrying about the markets, the value of currency and it’s most certainly not the time to make impulsive money decisions that’s based on fearful or anxious emotions. Let go of all the things that you cannot control, and spend time on what you can.

So what do we have control over? You can control your budget, you can control your spending and you can look at ways to cut back on your monthly expenses. You can also control how you spend your time.

Investing in yourself is one of the highest returns on investments you will ever make. Whether it’s tapping into your creative talents or learning a new skill – this investment will last you a lifetime!

I like the prospect of learning. Learning something for yourself means that you value yourself enough to spend time and energy on growing as a person. Learning involves introspective work, it can open up give-back opportunities and add so much value to yourself and others.

I’ve been wanting to start podcasting for a long time. This lockdown period has finally given me the time to set-up my podcasting studio and learn about the technology that goes with it. We’ve recorded quite a few by now and they’re all hosted on the Chartered website if you’d like to listen. Topics include tips of how to manage the feelings of anxiety and vulnerability in this crisis; how to adjust your spending plan and saving plans that work.

I’ve also learnt how to keep doing what I love doing: connect with people and share my knowledge on Life Planning and Money Beliefs. I have become accustomed to speaking and running workshops for small and larger groups on Zoom, Skype and Microsoft teams. Our video event for the Women in Finance Network group had more than 100 participants and I feel privileged to speak at the first ever global online Life centered Financial Planning summit.

I’m also using my new-found skills as a give-back initiative. I really believe that what we learn now will benefit ourselves and others, even after lockdown. Think about what you could be learning now that will add value to your life – and to others.

I have collaborated with my long-term mentor, coach and founder of InnerLifeSkills, Colleen-Joy, to start an on-line ICF accredited coaching programme for Financial Planners. We’re looking to teach fifteen Planners the skills that I feel is so vital for the future of Financial Planning – having brave conversations to help clients align their money with meaning.

Learning also involves introspection work. The more you learn about yourself, the more value you can add to yourself. I have used this time to reflect on all the reasons why I joined the Financial Planning industry twelve years ago. My dream was to change the way planning was done, and to incorporate a client relationship approach. I think I’m doing that now. Whether I’m speaking at a global summit or training fifteen Planners at a time, I do believe that the industry is slowly changing for the better.

What would you like to know more about? What skills can you learn to enhance and add value to yourself and to others?

The more we learn, the more we’re able to teach.

Always remember, when it comes to your money (and yourself,) be brave, be inspired, and be on purpose.


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


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