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Group and Wellness Day talks


I love explaining complicated financial terms in plain and understandable English

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 

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.

After more than 30 years in the financial services industry, I retired from corporate life and have set up a consultancy to help people manage their finances.