I believe that CoachledConversations is a life-changing philosophy. It generates passion for possibility rather than living a life of fear or limits.
Coupled with Financial Wellbeing, I encourage and invite every person to a personal lifestyle wealth plan that includes working with me as a qualified certified financial planner professional. Doing what I do feeds my soul – being myself embraces what’s important to me: family, people, life, ideas, meaning, freedom, creativity, relationships, the future, stimulation, support, positive outcomes, and continuous growth.
I have near 35 years of experience working in the financial services industry. Having attained various required industry qualifications, the professional designations and memberships that serve and are recognized include: Being a Certified Financial Planner Professional CFP(R) with the FPI: Financial Planning Institute of SA. I am also a Professional Certified Coach (PCC) with the ICF: International Coaching Federation, having completed and practicing the principles of being a Professional Integral Coach, studied through UCT. I am an Enneagram Practitioner (IEQ9) and Reinvention Officer. Currently, I specialize in coaching families individuals and business owner/teams of SME’s.
Until recently, I was part of a team of specialists that offered Financial Planning Coaching services. This role enabled me to coach, mentor, and train financial advisors and planners to leverage the concept of Lifestyle and Financial Planning. It is a philosophy that incorporate Behavioral and Financial coaching methodology. Introducing these aspects, helps to decipher that which is possible, and also that which has you stuck or holds you back towards reaching your dreams, goals or full potential. Contact me for a different conversation, with the opportunity to help you develop those helpful shifts and competencies that give direction and clarity to you for your life and how money fit into your life and plans.