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Financial Transitions Planning

How to navigate during the most vulnerable times in your life. Financial Transitions Planning in South Africa is still very new, but it couldn’t be more timeous! So many of my clients share stories of how vulnerable times in their lives, times of trauma and transition, have decimated their financial journey. As a financial planner, I have conversations with my clients where we deal with quite a lot of what’s going on in their lives. It […]

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2022 has a hopeful view

There are few things in this world that give me as much pleasure as watching a majestic sun gently sinking into the chirruping bush. It is no surprise then, as the year draws to a close, that my intuitive internal compass directs me to where I always find peace and joy – the untamed beauty of South Africa’s wilderness. Re-energised, I begin to anticipate a new year full of possibilities and opportunities. I can’t imagine a […]

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How we create more meaningful conversations

Over the last few years my personal journey has become both a guide and a ‘testing ground’ for how I help my clients bring the human side to their financial planning. Recently, I spoke with Kate Holmes about some of the tools and qualifications that I have explored and obtained in order to do this. In a nutshell, it’s focussed on the human side of money (without side-lining or devaluing the qualifications that make me professionally […]

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Liberty Blue Table Sessions | Episode 3

One of the hardest lessons that I’ve had to learn in life is that I need to learn to become comfortable with loving myself first. After putting my family, colleagues and clients ahead of my own needs for so long, I have found that I burn out and I’m left standing with very little to offer in the way of comfort, guidance, advice and support. I’ve also learnt that I’m not alone. Women tend to fill […]

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The value of authenticity

“Authenticity is when you say and do the things you actually believe.” – Simon Sinek Most of life’s problems occur when we don’t communicate properly. It’s not that we don’t communicate… it’s that our communication is so heavily filtered that it can become disingenuous. We try hard to fit into the moulds and expectations of others, that we lose touch with our authentic selves. We need to be encouraged to reconnect with authenticity in a way […]

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Creating a safe space to manage life’s transitions.