The Financial Coach VISION

At The Financial Coach, we don’t only manage money, we manage people and their emotions around money.

Money will fulfill its purpose if we can resist the urge to interfere. However, as emotional beings, we often make irrational financial decisions. We splurge on sales with money we don’t have while panicking and selling investments when the market dips. Acknowledging our emotions is crucial in managing our finances effectively.

How much is enough?

For some, R5,000 is a significant investment, while for others, R500,000 is merely “small change.” Our perceptions of wealth and what constitutes “enough” vary widely. However, one universal truth is that money evokes strong emotions, impacting every aspect of our lives—even our sleep.

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Clarity about our clients Financial position

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Objectivity around emotional responses to money

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Accountability  around tax, budgeting, investing & wills

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Clear and concise Communication

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Hands on approach

We are dedicated to assisting individuals, and continually enhance our expertise in “managing people and their emotions around money”.

  • Goal setting
  • Budgeting
  • Risk Management
  • Investment Strategy
  • Ongoing Review and Adjustment
  • Assess Retirement Needs
  • Provide tailored retirement strategies
  • Focus on planning and financial management
  • Ongoing support throughout retirement
  • Portfolio Assessment
  • Asset Allocation Strategy
  • Investment Research and Selection
  • Local and Offshore Investing
  • Tax Efficient Planning
  • Drafting of Wills, Loan Agreements and other legacy preservation documents
  • Estate Duty Minimization
  • Tax Return Management
  • Strategic use of Trusts