Practice Management Expertise that turns admin-heavy practices into scalable businesses
Startup or established.
We help you grow and
future-proof your practice
To dumping the compliance overwhelm and the suffocating admin burdens, with a structure that runs on auto pilot
You didn’t build your practice to become an admin manager, compliance officer, and HR department.
But somewhere along the way… that’s exactly what it turned into.
We step in where your time, systems, and compliance are breaking you — so you can get back to being an adviser, not a back-office operator.
Service Breakdown
A smooth run practice leads to a direct impact on profit margins. We help you establish what`s already working, and what needs to be optimized.
Improving business processes and systems
Strategic planning for growth
Operational improvements
Need someone to oversee your FSP? I'll make sure you stay on the right side of regulation.
Overseeing the operations of the FSP
Overseeing the team`s competence and experience
Overseeing TCF and client experience
Compliance keeping you up at night? Let me handle the regulatory implementation work so you can focus on growing your business.
FAIS, FICA, POPI & TCF compliance
Upcoming COFI bill & OMNI Risk-Return requirements
Risk assessments and audits
Policy development
Do you have a big project that needs additional hands on deck? I'll keep everything on track from start to finish.
Project scoping and planning
Resource and budget management
Project monitoring
Your team needs to stay sharp and compliant. Training designed to keep your staff relevant and enlightened.
Job specific training
Skills development programs
Career Mentoring
Does your business need to navigate complexity and achieve sustainable growth?
Our goal is to equip you with clarity, confidence, and actionable strategies to thrive in an ever-changing environment
Scenario planning
Pricing decisions
Forecasting and budgeting
Strategic planning
Risk assessment and management
Business Valuations
Weekend number crunching?
We provide comprehensive accounting solutions designed to keep your business financially sound and compliant.
Preparation of financial statements
Tax computation
Audit readiness preparation
Balance sheet accounts reconciliation
Why partner with me?
Practice management experience (16 yrs)
Scale and structure enthusiast
Solution driven
Understanding of financial services landscape
Key Individual Experience
Results driven
Understanding of practice challenges
Representative Experience
Brand elevation
Passionate about best practices
Fellow CFP
Efficiency
Features
We integrate with your team and adapt to your needs, ensuring change management is smooth— reducing pressure across the business. If you do not have a team, you can partner with our junior consultants.
- Project based
- Long term assistance
- Remotely
- On site
We free up your time to focus on what truly matters: growing your business, deepening client relationships, and enjoying the freedom of a well-run practice.
Packages & Rates
Pay as you go
Best for
Perfect for short term projects or
ad-hoc based support
Approach
Flexible, on-demand
Benefits
• Immediate access to expertise
• Quick solutions for specific challenges
• Proactive risk mitigation
Monthly Retainer
Best for
Businesses ready for a long-term
partnership and ongoing support
Approach
Continuous consulting, coaching
and implementation
Benefits
• Continuous support
• Holistic business consult & analysis
• Proactive risk mitigation
This is a free 15 minute discovery call with me, to discuss your needs, and the best consulting package to suit your needs.
Organized practice, harmonized life
Testimonials and References:
Beki Mafulela
Founder - Sytra Consulting
The Sytra Consulting junior consultants had the privilege of being mentored, coached and trained in practice management by Tatenda Macheka.
Her practical expertise, knowledge and ability to explain concepts in simple terms made the sessions valuable. She provided practical tools and strategies to assist an FSP to become more structured and create the right systems and processes that improve efficiencies.
I highly recommend Lifestyle Freedom's training to FSP Businesses looking to strengthen their practice management skills
Kagisho Mahura
CEO - Gradidge Mahura Investments
Mrs Macheka worked with Gradidge Mahura Investments (GMI) for 6 years.
During her time, she was the face behind practice operations, leading most projects, supporting compliance and managing the paraplanning and service consultant teams. Her ability to balance regulatory compliance with operational efficiency has strengthened our business processes, while her leadership in project mngt has ensured successful outcomes.
She brings professionalism, dedication, reliability and a caring touch to her work. Colleagues valued her commitment, integrity, attention to detail and 'witty' talks in staff meetings. She consistently delivered results that make a real difference in the FSP.
Some of her strengths are adaptability and bringing order and clarity to chaos. It was an absolute pleasure working with Mrs Macheka and we are grateful for the valuable contribution she made to GMI.
Charl Groenewald
Compliance Officer - Moonstone
I had the pleasure working with Tatenda while she was overseeing the internal compliance function at the Gradidge Mahura group of FSPs. We had monthly interactions and covered a range of compliance related matters in the Financial Services Industry, including the legislative areas of FICA, FAIS, POPI and the various other aspects of the fast evolving industry we find ourselves in.
Tatenda fulfilled a vital role in keeping the ship steering in the right direction en she performed very well and diligently in doing so. I would recommend Tatenda to anyone requiring support with the overall governance of an organisation
Megan Peen
Business Consultant - Iress (X-plan)
Over the years I have worked closely with Tatenda on analysing and implementing advice business processes to streamline workflows and improve efficiencies.
Tatendas attention to detail brought these to life with very little complications and clear needs analyses prevented scope creep. Her professional manner and intricate knowledge of the financial advice industry will offer many advantages alongside her technical experience with advice software.
Craig Gradidge
CIO - Gradidge Mahura Investments
Tatenda was a key member of the team at GM Investments from 2020 to 2026. She led the development of the compliance system in the business. She played a leading role in drafting key policies and documents, and then rolling them out in the business. She developed
the practice management system from scratch, and led all our compliance audits in the time that she was here. She is professional and thorough in her approach.
Monica May
Paraplanner - Veritas Wealth
Working with Tatenda has had a huge impact on my career. As the Paraplanner and Practice Manager, she supported me on both a professional and personal level throughout my journey. Her guidance was so valuable during my FPI mentorship program and as I worked toward becoming a CFP® professional.
She always made sure I had the support I needed to keep moving forward, and I’m so grateful for her mentorship and the footprint she’s left on my professional journey.
Mandy Stratfold
Precept Wealth Solutions
I was fortunate enough to have employed Tatenda. There are not many people you can delegate to knowing confidently that they will deliver to your expectations and more. Tatenda offers diligence, ethics and a moral code you can depend on.
Copyright © 2026 Lifestyle Freedom. All rights reserved.