Transitional Financial Planning

When life changes, money changes.
And, when money changes... life changes.

The most important legacy you can leave is knowing your true self and loving others the way you do yourself. This, I believe, makes a change in the smallest of things – which will inevitably become the biggest of things.

As a pioneer for Transitional Financial Planning in South Africa, I create a place for my clients to leave an enriched legacy; one that has a deeper sense of identity and purpose. This involves a transition of wisdom, integrity, honesty, growth, perseverance, excellence and courage - one that I have first taken myself. Sometimes these transitions are thrust upon us, and other times we have the rare occasion to choose them for ourselves.

My love for nature, art, music and traveling has equipped me with insight, inspiration and appreciation - all of which have given me a unique opportunity to enrich the lives of the people I meet.

Mariette Tappan

Certified Financial Transitionist™ CFP®, CeFT®
082 923 9252
Because I care.

Certified Financial Transitionists™ are specially trained to guide clients through life transitions using unique processes and tools that incorporate cutting-edge research in the areas of neuroscience, physiology, sociology and psychology regarding the human experience of major life change. The result is often a smoother transition and an easier path toward finding one’s new normal.

Financial advice should be a true collaboration of human beings.

When in transition we often struggle with communication, decision-making, managing expectations, and even implementation, and we require a different set of tools and protocols. We require a process that explores, integrates, and celebrates who we are as individual people.

To put it simply, we address and integrate the human dynamics of financial change.

Our Process

bringing the human side of decision-making to your financial planning

UNDERSTANDING YOU

Most financial plans begin and end with money. We begin with the human side. Our goal is to understand you and your journey before we even look at your finances.

THE BALCONY

It's important to have a balcony view of what's happening in your life. A comprehensive snapshot is crucial to making better, more human, decisions.

CO-CREATING YOUR PLAN

With a clear understanding of who you are, and what you want, we can make powerful and informed choices, together.

TRANSITION TOGETHER

With each new transition comes new and exciting challenges and opportunities. Having a growth mindset and an adviser to support you helps you when life happens.

ALWAYS IN THE KNOW

Empowering you to create
the choices you need to make.

RECOMMENDED BY

hear it from our clients

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SUM WUN ELS

CEO of Walmart

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TESS T. MONIAL

Dentist

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BILL E. VABLES

Foundation Phase Educator
Being heard is so close to
being loved that for the
average person they are
almost indistinguishable.

David Augsburger

Get in touch

because I care!

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