Financial Transitions Planning
Helping you safely transition from one stage of life to the next.
As Susan Bradley once said: When money changes life changes, and, when life changes, money changes.
All of life's transitions involve money, and this only makes it more complicated.
When life does a one-eighty on you, and everything feels scary and unfamiliar, finding a safe point is crucial. I'm here to help you recover your safe space, establish healthy boundaries and flex your wings again.
As a pioneer for Financial Transitions Planning in South Africa, I create a safe place for my clients to create, rebuild and 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.
Because I care.
Financial advice should be a true collaboration
of human beings.
Making healthy changes
Let's create a safe space for you.
INTRO CALL WITH MARIETTE
THE BALCONY VIEW
ONGOING SERVICE PROCESS
adding context to your choices
Being heard is so close to
being loved that for the
average person they are
- David Augsburger -