Group and Wellness Day talks
I am an independent financial coach and help people understand the often-bewildering world of finance and retirement.
I love explaining complicated financial terms in plain and understandable English, with which in turn I aim to empower my clients. As part of this, I write a weekly financial column for the Daily Maverick 168 on various topics within the field, to educate and inform more people to get ahead of the game.
I offer group presentations, workshops and webinars.
I can tailor my sessions to meet the specific needs of your group.
Below are some ideas of topics I can talk about. I am, however, able to talk about most aspects of personal finance so do not be limited by this list.
- How much should I save for retirement?
- How to get out of debt
- How to prepare for retirement
Pricing
My prices are as follows:
| Standard Pricing | Wholesale pricing for multiple bookings | |
| 1 hour talk | 5,000 | 4,000 |
| 3 hour workshop | 12,000 | 9,600 |
| Full day workshop | 20,000 | 16,000 |
My Credentials
| As aforementioned, I am a Certified Financial Planner and am registered with the FSCA. I passed the financial mathematics course given by the Institute of Actuaries in London, hold an MBA from the University of Stellenbosch and have a post graduate teaching diploma from UCT. I also once ran the communications division for a large financial services company. After more than 30 years in the financial services industry, I retired from corporate life last year and have set up a consultancy to help people manage their finances. |