Our
Personal Services

Helping you create the free, fulfilling and purposeful Life you want to live through our Financial Coaching & Journey 2 Freedom Experiences.

WHAT SPARKS YOUR SOUL?

Are you living a life that feels free, fulfilling and purposeful? We believe that at the core of who you are lie the answers to your most challenging questions, including what you value, the gift you have to offer the world and what sparks joy in your heart and soul.

Through engaging with us you will uncover what is keeping you stuck and re-connect to your innate source of intelligence – you could call it your personal guidance system. Once connected, we will support you through identifying, exploring and then choosing what to do next to create the change you seek in your Life.

Using our expertise as coaches and lifestyle financial planners we will help you :

HOW WE CAN HELP YOU

BOOK TIME WITH US TO

Explore & Design Your Journey

Get in touch with our team by scheduling a Free Connection Call and get started on your journey to financial freedom. We look forward to working with you to design the journey and help you achieve your financial and life goals.

DISCOVER MORE

About Our Personal Offering

Our offer to you

Financial Coaching

OUR APPROACH

Every journey starts with a hero, and your own journey is no different. This is why our coaching approach is centered around spending time with you getting to know the hero that you are in your own Life and helping you to identify, embrace and embody your unique strengths, gifts and talents.

What we will do

A Coached process that helps you define your financial and life goals and vision. Who are you? What are you about? This provides us with your “why” and “for what” and shows us the direction we’re heading.

An exploration of your present reality including what brought you to here and what is going on in this moment. From here we’re able to prioritise where to focus our coaching .

Aided by psychometric assessments providing insight into your default world view, psychological relationship to money and the impact of such on your  habits with money to help you gain mastery of self.

Coached reflections and purposeful conversations to help you consider the opportunities and trade-off choices you have available to you.

Supporting your journey of discovery, exploration and experimentation whilst holding you accountable to what you say you will do.

Tracking progress towards goals, acknowledging steps taken forward and celebrating milestones and achievements along the journey.

How we will do it

Six to eight sessions of 60 - 90 mins each on the following topics:

An exploration of what got me here and setting intentional goals and expectations for our relationship and the journey ahead.

Where attention goes, energy (and money) flows. Where do I flow? An exploration of the facts and focus of my world right now.

What is my default perspective? Where does it serve me? Where does it not? Understanding my strengths and blind-spots through exploring psychometric profiles.

If couple, understanding each other, our similarities and differences, our challenges and strengths.

An exploration of my values, purpose, mission and vision. Identifying the “why?” of my money and where I focus my attention and Life.

What kind of Life am I creating? What kind of Life do I want to Live? An exploration of my assumptions, what is in my circle of control, and assessing my options and choices.

Coaching on specific themes and areas of challenge or desire for growth that are relevant to my journey.

How much it will cost

We charge an hourly rate and additionally for Psychometric assessments. 

We recommend a commitment of six to eight sessions minimum to get the most benefit from our time together and can offer a discounted packaged rate for such.

  • Individual Coaching R1,500 per hour

    You're an individual and ready to go a journey to create a free, fulfilling and purposeful Life.

  • Couple's Coaching R2,250 per hour

    You're a couple and you're ready to go a journey to create a free, fulfilling and purposeful Life together.

  • Group Coaching quote on request

    You're a group of humans who are ready to go on a shared journey to learn how to create free, fulfilling and purposeful Lives.

  • Psychometric Assessments R1,500 per person

    Gain accelerated insight into your default world view, psychological relationship to money and the impact of such on your  habits with money to help you gain mastery of self.

Helping you build healthy money habits

Our offer to you

Financial Consulting

OUR APPROACH

Sometimes we find ourselves feeling overwhelmed and stressed about a specific financial issue or opportunity and need immediate attention and to quickly move to action on such.

It is in these circumstances that we are available to consult with you on that specific topic to help you explore all your options and move to a decision and taking action, without exploring your entire financial world holistically.

What we will do

Two sessions of 90 mins each on the following topics:

An exploration of what is going on in my reality right now that has me feeling overwhelmed or excited and clarification of the options available to me. Topics can be on anything connected to :

  • Day to Day Money Management & Tools
  • Debt Repayment Strategy
  • Career Transition
  • Personal Transition
  • Investment Products
  • Medical Aid & Gap Cover Products
  • Insurance Products
  • Tax Planning & Services
  • Estate Planning
  • And more…

An exploration of my assumptions, what is in my circle of control, and assessing my options and choices so that I can make a decision and take action.

How much it will cost

We charge an initial package cost that includes the two 90mins sessions as well as all invisible administration work including the research and preparation of quotations and financial product options for you. Implementation and ongoing support can be contracted following the initial consulting work, if required.

  • Individual Consulting R5,000 initial package

    You have a specific concern or opportunity that you'd like to explore and consult with us about.

  • Couple's Consulting R7,500 initial package

    You are a couple and have a specific concern or opportunity that you'd like to explore and consult with us about.

Shift from overwhelmed to confident, on purpose and in control of your money and Life.

Our exclusive and premium offer to you

My Journey 2 Freedom Experience

OUR APPROACH

At the centre of your Journey 2 Freedom lies you, the hero. Your journey therefore starts with first understanding who you are, what you value and whether you’re making choices and living habits that align with such. From this level of awareness you’ll be able to assess what needs to change so that you can create a healthy money mindset and money habits.

We believe that our role lies in getting to know you and helping you explore, plan and strategize your money and your Life, before we give advice on what solutions and financial products you may need to help you implement your strategy. 

We therefore follow a journey in stages over a period of four to twelve months. Each stage and session follows sequentially with a specific theme and purpose which support us to provide you with the neutral, solutions-agnostic and bespoke experience that will result in helping you shift from overwhelmed to confident, on purpose and in control of your money and your Life.

Month 1 - 3

STAGE 1

COACHED LIFESTYLE FINANCIAL STRATEGY

We clarify where you are right now, where you want to get to and then we map out where your current choices are taking you so that you can see whether you’re on track to creating the life you want to live and what you can do if you’re not. Fundamental to this stage is to explore your thoughts, feelings, beliefs and habits where money is concerned. Do you have a healthy money mindset and habits? We also explore your values and what is important to you.

The result is a documented 1-Page Financial Decision-Making Plan as well as a Lifestyle Financial Strategy that clearly illustrates your vision, choices considered as well as actions to be taken and implemented to move your life from where you are now to where you want to be.

Month 4

STAGE 2

FINANCIAL SOLUTIONS ADVICE

Now that you have a clear strategy and anchor for your money and your Life, we are able to look at which financial and tech solutions will be most supportive in getting you closer to your financial freedom goals.

What we will do

A Coached process that helps you define your financial and life goals and vision. Who are you? What are you about? This provides us with your “why” and “for what” and shows us the direction we’re heading.

An exploration of your present reality including what brought you to here and what is going on in this moment including a detailed analysis of your current and likely future income and expenditure. From here we’re able to prioritise where to focus our attention .

Aided by psychometric assessments providing insight into your default world view, psychological relationship to money and the impact of such on your  habits with money to help you gain mastery of self.

Technology driven cash-flow forecasting to create possible future scenarios. Coached reflections and purposeful conversations help you consider the opportunities and trade-off choices you have available to you.

Research pertaining to tax and existing product specific information, including collaboration with your current Tax & Accounting Professionals, if required.

Analysing existing money management and financial solutions and provide advice on their suitability to support your Lifestyle Financial Strategy.

Research of potential money management and financial solutions and advice on their suitability to support your Lifestyle Financial Strategy including :

  • Money Management Tools
  • Investment Products
  • Insurance Products
  • Tax Planning & Services
  • Estate Planning
jumping with joy

How we will do it

Eight sessions of up to 120mins each on the following topics:

Who are you? We explore and make note of your journey thus far and set Goals and expectations for our relationship as the foundation for the journey ahead.

Where attention goes, energy (and money) flows. Where do I flow? An exploration of the facts of my financial Life including income and expenses, assets and liabilities analysis and focus of attention. 

What is my default perspective? Where does it serve me? Where does it not? Understanding my strengths and blind-spots through exploring psychometric profiles.

If couple, understanding each other, our similarities and differences, our challenges and strengths.

An exploration of my values, purpose, mission and vision. Identifying the “why?” of my money and where I focus my attention and Life, and want my money to work better for me.

What kind of Life am I creating? What kind of Life do I want to Live? An exploration of my assumptions, what is in my circle of control, and assessing my options and choices through generating lifetime cash flow scenario forecasts, sprint planning and looking at trade-offs.

What can I do to make my money better serve me? Making commitments to immediate actions and clarifying moving parts to come back to at a future date.

With my Lifestyle Financial Strategy now clear it’s time to explore and implement money management solutions including tools and financial products, where appropriate. Up to two sessions for best results.

Month 5 - 12

STAGE 3

IMPLEMENTATION WITH COACHING & SUPPORT

After discussion about the structural and financial solutions proposed we can implement, or help you to implement, the product solutions you choose that will support your strategy and take you to where you want to go. This looks like forming an ongoing relationship of coaching, service and the support that you need moving forward.

Included

Implementation of, or assisting you to implement, any financial product solutions identified that will help to support you in working towards your financial freedom goals.

Ongoing collaboration and connection with you as well as our support team of Tax, Accounting and other professionals.

Where necessary, we will refer you to our trusted partners who can assist with the specific services that fall outside of our scope of service or ability.

We will review your Lifestyle Financial Strategy and track your progress towards reaching your goals.

During this review we will:

  • Connect to your vision and goals and review / make adjustments where required. 
  • Perform a Financial Reality Check.
  • Perform a Possibility Simulation.
  • Update your Financial Summary Spreadsheet / Folder.
  • Provide you with a record of your progress towards your goals.

Maintain connection with us via email, WhatsApp and telephone call as and when required.

We will monitor your existing solutions as well as be available to make any servicing or administrative changes to your solutions as and when required.

The invisible work we do to prepare for your sessions, write reports and records as well as tracking and maintaining important and legally required paperwork.

Ongoing Coaching sessions available to you to support you to shift your relationship with money, keep you accountable or fast-track your progress towards a specific short, medium or long-term goal.

How much it will cost:

We charge an all-inclusive experience fee retainer that is determined by whether we’re working with an individual or couple and whether either or both of you are self-employed, as well as the time period we contract for. 

  • Kick-Starter Experience R5,000 - R10,000 per month over 4 months

    You're looking to kickstart your Journey 2 Freedom with Stage 1 & 2, without committing to ongoing coaching and support following.

  • Premium Freedom Experience R2,500 - R5,000 per month over 12 months

    You're looking for the ultimate in experience and results on your Journey 2 Freedom with Stage 1 - 3, which includes ongoing coaching and support.

Month 13+

STAGE 4

ONGOING RELATIONSHIP & SUPPORT

Following our initial engagement of twelve months (or four months if you started with our Kick-Starter Experience) through Stages 1 – 3, we will review your progress towards your goals and together determine what ongoing coaching and support you desire to keep moving forward on your Journey 2 Freedom.

How much it will cost:

Our Ongoing Relationship & Support Retainer Fee is payable via debit order run on the 1st of every month. The amount is determined by the level of services and support we agree and contract with you. We offer three different levels of engagement:

  • Freedom Seeker where you want annual engagement with the comfort of knowing we’re there digitally as and when you do need us.
  • Freedom Adventurer where you want quarterly engagement to keep you accountable and connected to your financial freedom journey.
  • Freedom Flyer where you want engagement every second month as you have big dreams and goals and staying accountable and connected to you is of high priority so you can reach financial freedom soonest.

We will review and re-contract this annually at your annual financial strategy review sessions (included at all levels).

  • Individual R750 - R2,000 per month

    You've completed Stage 1 - 3 and are ready to move into Stage 4. Monthly retainer minimum is R750 and increases to a maximum of R2,000 per month depending on whether you're a Freedom Seeker, Freedom Adventurere or Freedom Flyer.

  • Couple R1,250 - R2,500 per month

    Together you've completed Stage 1 - 3 and are ready to move into Stage 4. Monthly retainer minimum is R1,250 and increases to a maximum of R2,500 per month depending on whether you're Freedom Seekers, Freedom Adventurers or Freedom Flyers.

Helping you create financial freedom

Our offer to you

Online Courses

Money Mastery is not about the money, it's about the choices you have enabled by money as a result of the choices you make for your money.