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 is based on the philosophy that a holistic Plan includes a Life Plan, Financial Plan and an Estate Plan. We believe that focusing only on your finances is short-sighted: your Financial Plan and the plan you have for your life are intertwined. This means that the way you structure your investments depends on what you want to do with your money. The workshop maps out the steps to devising an effective Life Plan, thereby creating a purposeful foundation for your Financial Plan.

Topics covered in this workshop are:

Life Planning

  • If you plan, you prosper
  • Learning more 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