During times of major life changes
traditional financial planning is simply not enough.
Life Transitions require a deeper understanding and guidance
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Loss of your Spouse
When dealing with the loss of a spouse or life partner our whole foundation shakes. We will help you to identify the areas in your personal and financial life that requires your attention now and help you to prioritise all other items on your plate.
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Dealing with Divorce
Rebuilding your life after a divorce can be emotionally draining. We understand that financial planning requires a technical as well as a human side. We will help you navigate this time in your life so that you can make decisions that serve you best.
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End of Life Planning
We might get to a stage in our life where we need help to focus on the aspects that truly matter to us. Through our training and guidance, we can help you to prioritise and delegate certain items in your personal and financial life.
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Complex Inheritance
Receiving an expected or unexpected inheritance can bring up emotions that might drive regrettable financial decisions. We can help you to slow down which often leads to making decisions that serve you best.
As one of only 3 people in South Africa that hold the Certified Financial Transitionist® designation, I believe that we are able to help you best to discover this next chapter in your life. It would be an honour for us to walk this journey with you.