Transform your finances and life

My joy in life comes from being with family, researching, learning, and teaching—especially when it’s about integrating Financial Coaching into Financial Planning. After 30 years in the insurance industry—starting as a planner, then moving into executive management—I’ve found my way back to where I thrive most: working directly with financial planners and clients.

My happy place is training and coaching planners to embed coaching into their client engagements. This approach empowers clients to live the life they truly want—using the money they already have.

With a CFP® and a Postgraduate Diploma in Financial Planning (UFS), plus a Professional Integral Coaching qualification (UCT GSB), I combine technical skill with 15 years of coaching insight. Our Purpose-Driven Financial Coaching Process blends Ontological Coaching and Life Planning—bringing depth, meaning, and real transformation to the financial planning process.