moo

How Can We help?

Journey together.

And if you need policies and products, I can offer those too!

Don’t you hate people selling you products? I do too. 

My primary goal is seeing you better off. I want to know that you’ll be in a better financial position and to live the life you dream about.  

I can help you cut through the noise and nonsense and help you to focus on what is really important. 

What is on offer?

Advice

If you need advice, have questions, or calculations & financial models, I can help!

Coaching

Money habits and wise financial skills are obtained through my coaching programme

Products

If you need products, I offer help with insurance, investments & retirement


My unique 6 step process.

  1. Let’s chat
    We can ask each other questions and see if we are a good fit. My planning and coaching services have a unique fee structure and form an integral part of this discussion.
  2. Understand
    This is the opportunity for me to understand your unique situation, learn more about you and your family. I am an open book, feel free to ask me anything.
  3. Collaborate
    Together we will build on your vision, create your goals and determine the path to your financial well-being.
  4. Advise
    Now I can provide guidance, recommendations and advice, offering clarity, certainty, and peace of mind.
  5. Implement
    Now we make it all happen, this is where the magic begins.  Some you can do, some I will do, together we achieve what is important to you.
  6. Support
    You will have me and my team by your side, throughout your journey, as I care about the relationship with you.

Click on the PDF icon below to download my eBrochure and info guide.

I don't sell you things you don't need.

The most important thing about what I do is that I am in no hurry to sign you up with a policy. Let’s take time in figuring out precisely what you want and need to achieve your goals and then match those goals to what I believe would benefit you the most on your journey.

My team and I are able to assist where you need help.

Lifestyle Planning and Financial Coaching

The journey of coaching provides you with a plan, certainty, and clarity. It helps you plot where you are going, understand the obstacles ahead and how to deal with them to ensure you reach your financial goals.

Wills , Trusts, Deceased Estate

Have a voice and make decisions on what happens to your wealth, who looks after your children and protecting your loved ones.

Let’s design your ultimate legacy plan!

Investment Planning: Education, Retirement, Tax Free, Offshore

Simply keeping your money in the bank does not grow wealth. Having various solutions to cater for your investment needs and goals ensures that they become a reality.

No your money is not safer under your mattress.

Income Protection/Replacement Cover

Without this cover, you could find yourself without any income but still with many living expenses (bond, rent, car payments, insurance, children’s needs, and family responsibilities). Let us take care of that worry for you by providing you an income either until you recover, reach retirement or as needed for the remainder of your life.

Dread Disease/Severe Illness Cover

Treatment to manage or cure these ailments is often very expensive and specialised. Without funding, how will you be able to get the best medical care available?

Disability Cover

Help relieve some of the financial burdens from lifestyle changes that would be required and to settle outstanding debts

Life Cover

Your family are dependent on you for their livelihood, including monthly expenses like school fees, transportation costs, food, and clothing.  When you are not here, that income stream stops. How will they survive and continue their standard of living?

Car and Home Insurance

If you are looking for a second opinion or a quote on what you need for car or home insurance, then we’re more than willing to assist. This also includes business insurance and commercial coverage.

Tax and Accounting Services

Understanding the Income Tax Act and what you can claim or deduct to reduce your taxable income is not an easy task.  Let our skilled experts help you to ensure you get the best advice.