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.
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|
|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.