Personal Summary

I am a Financial Coaching Artist. Like the alchemists of old, I believe in changing not only material assets but people into gold. Like an archer, I speed the arrow to the target of wealth and wholeness.

My Joy in life comes from Spending time with my family, researching, learning to teach, and applying the principles of integrating Financial Coaching and Financial Planning. 

My Happy Place is when I am Training and Coaching Financial Planners to integrate Financial Coaching as a part of their client engagement and advice process. This enables them to support clients to enjoy the life they want with the money they have. This I do in collaboration with the School of Financial Planning Law at the UFS.

I am passionate about supporting clients through conversation to develop and protect their prosperity. Enabling them to experience financial satisfaction and living a meaningful life.

My 30-year career journey in the insurance industry started as a planner then involved to executive management, managing a large scale of projects. Currently, I enjoy being back in the trenches. 

Working alongside planners and clients to test and apply my learning. Financial Coaching combines, my financial planning experience with 15 years of coaching involvement. This enables me, to share and coach planes in a pragmatic way. Our unique Purpose-Driven Financial Coaching Process Integrates Ontological Coaching (a branch of philosophy that studies existence, being, and becoming) and Life Planning (Financial planning focusing on the client’s purpose, story, and life)

My academic qualifications include a CFP and a Post Graduate Diploma in Financial Planning (University of the Free State) I obtained my Professional Integral Coaching qualification from the Centre of Coaching (University of Cape Town, Business School.) 

As a Certified Financial planner who has also completed and Advance Post Graduate Diploma in Financial Planning at the University of Free State. Complementing that with being a Certified Professional Coach by the University of Cape Town’s Graduate school of Business. These, and my other qualifications, equip me with the ability to pursue my passion in supporting clients, to enjoy a life of meaning with the money they have. 

I am a member of three professional bodies: Financial Planning Institute, COMENSA and American Financial Therapy Association .