Achieving your goals starts with a well thought through plan. We’re a financial advisory organisation that takes an integrated view of our clients, their businesses, unique circumstances and needs. We’ll work with you to craft the financial strategies that will work for you.
Our services include:
What you earn, spend and owe
is the foundation of your
wealth.
We help you manage your debt and expenses in order to save for what you want.
through investment and
retirement management.
We help you manage your retirement funds and investments according to your risk profile in order to live your best life.
financially in case of illness,
sequestration or death.
We can help you with your wills, reducing what you will owe in taxes and fees when you die, and ensure you have enough money to pay for that and your family’s ongoing needs through life insurance and a good estate plan.
by giving your time,
talents or money.
We can help you structure your legacy, manage trusts and non profit organisations.
We take a unique approach to ensuring that your money is able to support you to live your best life possible –
especially for those times when plans change and the unexpected happens.
Finances are complicated. We help people make sense of this complexity in an easy to understand manner. From individuals, small groups and large organisations, we educate people to empower them to create healthy financial futures.
For many, a financial plan is the start of a new journey towards clearly understanding how to achieve their goals and dreams. A good financial plan looks at your life holistically – considering needs, savings, investments, retirement funds and dealing with the unexpected.
Every great CEO knows they need a CFO to help them run their business in the best way to meet its financial goals. Similarly, a financial coach pushes you to achieve more than you would by yourself and helps you get the best out of your life goals.
The Southern Pride Wealth Triangle represents our goal to help you move from a situation where most of your money is spent surviving, to a retirement enjoyed with financial freedom. Not only does Southern Pride Wealth believe in giving you the keys to unlock your financial success, but we believe deeply that we can make a meaningful difference by enabling the less fortunate women in our society to create their own financial success through our Pride of a Million initiative. For each client we have, we train a less fortunate women to manage their finances better.
