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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 was important to me to upskill myself with the CFT qualification, to have more impactful conversations with my clients during very difficult situations. In my experience, these experiences can include any major life transition; a death in the family, retirement, the sale of a business, a divorce, or a new child.

I’d love to share more of my personal journey with you and help you understand how financial transitions planning can help you and your family. I shared this journey with Louis van der Merwe in this podcast.


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Creating a safe space to manage life’s transitions.