We help our clients shift from feeling overwhelmed to in control. We will help you create the future you want for yourself, those you love and so you can fulfil your purpose.
Mary J helps others to think about and plan their money and their life in an integrated, whole-person approach incorporating mind, body, and soul. Her gift is to inspire change-making; helping individuals shift the way that they earn and spend their money to align with what feels most purposeful and meaningful to them.
Mary J has completed two NQF5 Higher Certificate’s in Financial Planning obtained from Milpark Business School as well as a Leadership & Coach Training qualification from Star Leadership (Pty) Ltd. She is a Registered Financial Practitioner™ with the Financial Planning Institute Southern Africa (FPI), is credentialled with the International Coach Federation (ICF) as a Professional Certified Coach (PCC) and is an accredited iEQ9 Enneagram Individual & Team Practitioner.
Led by her values of freedom created by connection, contribution and response-ability, Mary J believes that the journey to financial freedom is accessible to all when approached with mindfulness and intention. It is this philosophy that filters through all her work, whether working directly with clients or in training Financial Coaches to do the same.
Click here to learn more about Mary J’s Story.
Marguerite helps clients re-examine and challenge behaviours which no longer serve them, while co-creating a safe space in which they can learn new strategies, experiment with different approaches, and grow in confidence to effectively manage their resources of time, energy, talents and finances.
Marguerite is a registered Certified Financial Planner® professional with the Financial Planning Institute of South Africa (FPI), a General Tax Practitioner™ member of the South African Institute of Tax Professionals (SAIT), and has obtained the following qualifications: Certificate in Financial Coaching (UFS), Advanced Postgraduate Diploma in Financial Planning (UFS), Postgraduate Diploma in Financial Planning (UFS) and BA Hons (Psychology) (UNISA).
From a young age, Marguerite has been fascinated by what makes us tick as humans. Fairly soon into her working career she became intrigued with the possibilities offered by financial planning as a helping profession, and the close connections between spiritual, emotional and financial wellbeing. As an early adopter of fee-based financial planning, she founded LIFE Tax & Financial Planning Consultants CC in 2004 and has been journeying with client towards freedom ever since.
Click here to learn more about Marguerite’s Story.
We believe that we, and our clients, have the right to be mentally, emotionally, spiritually, financially and physically free.
We believe in nurturing connection with ourselves, each other, our clients, our community and a higher power.
We believe in contributing something of value that will change our clients lives and as a result, the world, in some way.
We believe in the responsible use of our gifts and talents and being aware of our response-ability towards others.
Do you believe you’re a change-maker destined to contribute meaningfully to the world and be financially free?
Helping you design a Lifestyle Financial Strategy to empower you to create the free, fulfilled and purposeful life you want to live.
Coaching you to a mindful money mindset, shifting any limiting thoughts, beliefs, feelings or habits in relation to money and your Life.
Empowering you with Financial Solutions & Product Advice that will support you to implement your Lifestyle Financial Strategy.
Ongoing Relationship to action your Lifestyle Financial Strategy and implement Financial Solutions, including regular check-in’s and coaching.
We are committed to leading the way in creating this new way of being in the world.
We believe it is our purpose as Lifestyle Financial Planners & Coaches, to empower and support change-makers, like you, in a way that assists you to define your purpose and way to contribute to the world and then create a financial strategy to support your Life’s journey so you can live purposefully and be financially free.
- Financial Freedom
- My Journey 2 Freedom
- Our Money Story's
- The Change-Makers
Discover and explore previous editions of our monthly collection of thoughts and ideas consciously curated to inspire you on your change-making Journey 2 Freedom, helping you shift from overwhelmed about money to confident, on purpose and in control.
Mary J was invited by SPHEctacula and DJ Naves to share her views on the topic of Financial Hoarding as a result of attention recently being given to hoarding as an emotional disorder which has raised the question of whether there is any significant difference between saving money and hoarding money.
Why is talking about money so hard for us sometimes? We believe it’s time to break the silence. That’s why we jumped at the opportunity to be part of an event created by Nedgroup Investments in celebration of Women’s Month about the art of saving in a busy, cluttered and overwhelming world.
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Interested in working at My Journey 2 Freedom?
We’re not your average Financial Planning business. In fact, we’d go so far as to say that we’re completely unique in not only how we do Lifestyle Financial Planning for our clients, but also in how we as a business operate.
Do our values, mission and and vision resonate with you? Are you passionate about empowering people on their journey to financial independence? If you feel strongly that you resonate with our brand values and passions, we invite you to complete our “Potential Team Fit & Readiness Questionnaire” and book a Connection Call with us.
We’re passionate about helping people take control of their finances so they can take control of their future.