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    • SOUTHERN PRIDE WEALTH
    • WHAT WE STAND FOR
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    • LISA
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  • WHAT WE DO
    • SMART FINANCIAL PLAN
      • WHAT IS SFP?
      • THE PROCESS
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Southern Pride Wealth Southern Pride Wealth Southern Pride Wealth Southern Pride Wealth
  • HOME
  • ABOUT
    • SOUTHERN PRIDE WEALTH
    • WHAT WE STAND FOR
    • PRIDE OF A MILLION
    • LISA
  • WHY USE US?
  • WHAT WE DO
    • SMART FINANCIAL PLAN
      • WHAT IS SFP?
      • THE PROCESS
    • RETIREMENT & INVESTMENT
    • PROTECTING YOUR FAMILY
    • TRAINING
    • BUSINESS ADVISORY
  • OUR BUSINESS
  • BLOG
  • TAKE OUR TEST

LEVERAGING DIFFERENT EXPERTISE TO SERVE YOU HOLISTICALLY

We believe in holistic financial advice – helping you individually, as a family, and your business needs.
Through the complementary businesses that make up our group, we can meet the full range of financial needs you may have.

  • Succession planning, including Key Man and Buy-and-Sell agreements and insurance, as well as incentive structures for key staff
  • Assisting in the development of business growth strategies and the financing options available for them
  • Investment management for excess cash flow
  • Estate planning including developing plans for shareholding structures within the personal estate of business owners
  • Management and team coaching leveraging the HBDI™ Whole Brain™ Thinking framework
  • Employee benefits to provide staff with retirement funds, life insurance, disability and critical illness insurance
  • Goal-based investment planning such as children’s education, holidays, home ownership
  • Retirement planning including managing the draw down of money in retirement
  • Investment management that matches your unique risk tolerance, risk capacity and risk needs
  • Estate planning including leaving a legacy, managing inter-generational inheritances and leveraging trusts and wills to facilitate your wills
  • Insurance and risk management
  • Family office functions such as financial education for children and grandchildren; couples and family financial coaching leveraging the HBDI™ Whole Brain™ Thinking model to assist families in avoiding many of the inevitable issues that come from working together on money management
  • Business and corporate employee training on personal finance
  • Speaking on money at your strategy offsites
  • Retirement planning training for members of company retirement funds
  • Short courses in Everyday Money, Retirement planning, Investing and Estate planning for small groups
  • General public courses on all of the above

Southern Pride Women focuses on the unique needs of women in every circumstance: from students to working women, single to married, widowed or divorced, employed or self-employed.

Southern Pride Women are women who work together for the good of the collective – their families, their friends, their colleagues.

  • Financial advice for parents, including ensuring your children are well supported in case of your death
  • Pre-marriage and re-marriage coaching to facilitate financial discussions that are fundamental to a successful marriage
  • Support with Ante Nuptial Contracts that reflect the unique needs of previously married couples
  • Retirement and investment advice
  • Life insurance, wills and trusts

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