What we are not
We are not Financial Planners neither are we Financial Counsellors. We therefore do not give financial advise or recommend any financial products. We leave that to those professionals. We only recommend based on an agreed spending plan.
We understand there are moments when you need to find someone who can just help you figure it out -clarify your goals and walk with you. Sometimes you are not really in that headspace to start investing. Or you are not even in a lot of debt but you just need help with putting some order back into your finances. And sometimes it’s just a few money disorders and attitudes that you need someone to help you navigate through them.
Whatever it is whether debt managemet,savings plans, spending plans, accounts set ups, planning fora holiday /buying a home or financial education we are here to help you figure it out.
If we cannot help, we will refer you to the right professionals who have your success at heart.
We help you create long lasting change for your financial success.