Kim Forbes

“All big changes of the world come from words” – Marjane Satrapi, French-Iranian artist-writer.

Call her a Wordsmith, Content Crafter, Blogger, Story Starter, Editor, whatever you wish…Kim Forbes loves the transformational power of words.

In her role as Writer at Chartered Wealth Solutions, Kim keeps the connection with clients alive through regular and relevant communiqués to inspire significant living, especially in the face of life transitions: newsletters, tips, media articles, website copy, social media postings, thought leadership articles and client reports. She has a special place in her heart for Women In Finance Network, and is constantly scouting out global trends of relevance to its Facebook and LinkedIn followers.

It was an invitation from a former learner’s parent to be Associate Editor of COVER Magazine that introduced Kim to Financial Services. In the five years that followed, Kim gained a broad view of the industry, and came to appreciate the significant impact that financial wellness has on individuals and the broader economy. “Having come from a High School Head of English position, this was a steep but exhilarating shift for me, and I learned that my conservative nature actually thrives on change because of its transformative effect,” says Kim.

This appreciation of renewal led Kim to study for and qualify as a Life Coach in her second year at Chartered. She now coaches clients through their life transitions. “The Life Plans I write coming out of those coaching sessions are coupled with clients’ Financial Plans to conjure a holistic and successful future,” Kim adds.

Kim added a Higher Certificate in Financial Planning to her BA Hons. qualification to foster a greater understanding of her clients’ journey to financial wellness. And a PMD from GIBS gives her a great overview of a business and its operations.

And personally? “Two families have my love and allegiance: my nuclear family (including furkids) and my country,” she concludes. “I want to see both thrive and grow and channel my energies into my contribution to make it so.”

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