• 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