Heart-driven financial coaching for working professionals, families and small-to-medium business owners.
...because
your money - plan should not
be overwhelming
We exist to strip away the fear, intimidation, and overwhelm finance brings — giving you the confidence, tools, and clarity to take control and outgrow our help.
YOUR COACHING NEEDS ADDRESSED
Financial Coaching
But your life has complexities beyond finances alone, so we take a holistic, value based approach
Life Coaching
Wellness Coaching
Career Coaching
Executive Business Coaching
Performance Coaching
Coaching that tackles the real reason you feel stuck — and gives you a clear way through it.
What financial coaching entails:
Financial coaching deals with:
Clarity about your life objectives
Emotional responses that leads to loss
Beliefs that keep you trapped
Behaviors that keep you in the rat race
BECAUSE MONEY IS EMOTIONAL!
The 6 key components of Financial Planning
Coaching around the main concepts that entail a holistic financial understanding
Whether you need coaching around all or one, will be decided in your financial coaching plan
Personal Financial Management
Day to day money plan sorted -Budgeting, cash-flow management, debt reduction, understanding assets and liabilities
Risk Management
Protecting what matters to you - Funeral cover, medical aids, hospital plans,
life/ critical illness/ disability cover, household goods and business insurance
Retirement Planning
Planning for when you want to stop working- Personal and employment retirement benefits
Investment Planning
Making your money grow (the smart way) - Short, medium, long term investments, risk vs return and product options
Estate Planning
Making sure your family is taken care of - Estate planning, Wills and Trusts
Tax Planning
Keeping the taxman happy without overpaying - Tax optimizing
Coaching breakdown - Our flagship plan
Identify
Where are you now?
What is the outcome you require?
Your money story (to date) and how to change it.
Educate
Practical breakdown of financial topics.
Relevance of each practice area to your life, highlight most important needs.
Strategise
Now we create your roadmap.
We'll work through any obstacles and build strategies that fit your life.
Implement
We follow up on implementation.
Celebrate wins and tackle any new challenges.
Why work with me ?
CFP® qualified — without selling you anything
You get professional-level financial insight, with zero product bias.
I don’t manage your money — I teach you how to manage it
The goal is independence. You leave knowing what you need to do.
Real understanding of the financial world and products
Practical solutions to how your money can work harder for you.
Clarity over complexity
I break down the complexity into something you can implement.
Accountability to follow through on the plan
Knowing what to do means nothing if you don’t do it.
“If you already have money and want someone to manage it, go to a financial advisor.
If you want to understand it and learn how to build it — get a financial coach.”
Financial advisors focus on implementing products and managing existing wealth.
Financial coaching focus on the basics of personal money management, behavioral change, and a pathway to build wealth.
We have no tie-in with products; we don't manage investments or sell insurance. We assist with money education that makes you clear and confident on what keeps you stuck, and how to break free to achieve financial wealth.
Packages & Rates
Flagship Special
Where we run through identifying, educating, strategising and implementing the financial coaching framework. 4 sessions
R
2 500
Quick Intensive
We dive deep and get you started.
Great for quick results and solutions.
R
1 500
2 hours
Steady does it
Monthly partnership - a custom coaching program to address all your immediate needs.
R
500
per month
“Financial Coaching isn’t about knowledge — it’s about accountability and the courage to do what’s needed to build the life you want.”
What our clients have to say:
Fadzi Munodawafa
Financial Coaching
Working with Tatenda as my financial coach was a truly life-changing experience.
She helped me understand personal financial management in a clear and practical way, giving me tools I could apply immediately.
Her patience stood out as she took the time to explain every concept thoroughly and made sure I felt confident throughout the process.
Erica is also incredibly knowledgeable, and her ability to tailor her advice made a big difference. Thanks to her guidance, I now feel more in control of my finances and better prepared for the future
Mrs Forget
Forward in Faith Ministries
I would like to take a moment to thank you for the Financial coaching session you shared at my daughter’s bridal shower.
It was was truly insightful, profound and eye opening. You explained financial principles in a clear and practical way, making them easy to understand and apply.
We gained valuable knowledge on budgeting, saving, and making wiser financial decisions. The session left not only I but the other ladies feeling empowered and more confident about managing our finances. I would highly recommend this coaching session to anyone looking to improve their financial awareness and build a more secure future.
God bless you
Ready To Change Your Money Story?
This is a free 15 minute discovery call with me, to discuss your needs, and the best coaching strategy forward
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