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.

Mariette Tappan

Certified Financial Transitionist™ CFP®, CeFT®
082 923 9252
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 first step in our process is a short call to learn more about each other. This is where we get a general idea of where you’re at and what’s on your mind. This is where we decide if we’re a good fit.

THE BALCONY VIEW

If we’ve both decided we’re a good fit, you will receive a simple checklist of what information to gather. We’ll get a clearer picture and understanding of your current personal and financial circumstances and dig into the questions that brought you to me in the first place.

WE CO-CREATE

You’ll love this process. This is where we map your life, your goals and overlay it with our expertise. A key aspect of successful financial growth is identifying what wealth means to you and articulating where you want to grow to.

WE STRATEGISE

Every aspect of your life, your wealth vision, goals and all key financial disciplines are crafted to grow within a single, personal plan. Our single-plan, single-view philosophy effectively brings your world together for growth. Innovative, best-practice processes, technology, people and advice, means that your plan is always relevant and strategically focused.

WE INTEGRATE

Our investment specialists design and manage our strategy solutions. Always with your required rate of return in mind so you are more likely to achieve success. I will be here to to guide you through all the required decisions along the way.

FUTURE VIEW

At this final navigation discussion, we will present what the future looks like for you. We will review our engagement and investment philosophy and finalise any pending action items. Saving time and staying the course is our focus.

ONGOING SERVICE PROCESS

Your service expectations, client communication preferences and how we should conduct future review meetings will be documented to ensure our partnership is clear and that our journey is aligned.
Being heard is so close to
being loved that for the
average person they are
almost indistinguishable.

- David Augsburger -

Get in touch

Let's make this transition together.

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Creating a safe space to manage life’s transitions.