Managing people and their emotions around money

THE FINANCIAL COACH

Managing people and their emotions around money since 2000

How much is enough?

For some R5 000 is a large investment; for others, R500 000 is just “small change”. We all have different experiences and thoughts about what constitutes wealth and how much is enough, but one thing that is common to all is that money stirs emotions: it affects every aspect of our lives and even affects the way we sleep at night. We are dedicated to assisting individuals and continually enhance our expertise in “managing people and their emotions around money”. For more information, please reach out to us at bruce@thefinancialcoach.co.za

At The Financial Coach, we distinguish ourselves from many other financial planners in South Africa by operating as a fee-based business. This means we charge clients for the time spent rather than earning commissions or kickbacks, ensuring fairness and unbiased advice. We offer a range of fee options tailored to meet different client needs, striving to build a transparent fee-only practice where clients are fully aware of what they pay and when. Our goal is to minimize and ultimately eliminate conflicts of interest that arise from generating income through sales, enabling us to have candid, honest discussions without the pressure of losing a sale. Our clients compensate us directly, regardless of the products involved, allowing us to focus solely on their best interests.

There is currently no prescribed model for fee-based financial planning in South Africa, nor is there a definition of a financial planner. There are however, many financial planners who refer to themselves as “fee-based” and many advisors who call themselves financial planners.

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