- Human Speak – we take away the jargon and explain money matters in a way you’ll understand.
- Empowerment – you will walk away with the understanding you need to make better money making decisions.
- One plan – we will join your personal, work and business finances together as well as your tax, retirement, investment, wills and life insurance plans to make one combined, integrated plan.
- Experts – we will be your personal Chief Financial Officer. We’ll take care of most of your needs – but where we need to bring in an expert, we’ll choose the best one for your situation from our network of providers. We’ll manage the process so you have a single point of contact.
- Prioritisation – we will prioritise which actions you need to take next, helping you step by step to reach your goals.
- Helping others – our one-for-one program means that by using us, you’re helping someone less fortunate access the help they need to make a better life for themselves and their family.
- We get you – the reason Lisa became a certified HBDI™ Whole Brain™ Thinking practitioner is because of her belief that each of us thinks and sees the world differently, and this affects everything we do, including how we handle our money.
- Flexible – we can cater for single purpose engagements or holistic Smart Financial Plans, and work with you once off or on an ongoing basis. We also have flexible pricing options.
- Relationships – we prize lifelong relationships with our clients and their families. But we understand that sometimes it’s hard for them to manage money with their spouses, extended families or business partners. We provide a framework for couples and families to approach managing money as a source of strength and not conflict.
- Trust – is the key to all we do, that our clients trust us, and we trust them.
TAKE CONTROL OF YOUR FINANCIAL SITUATION
Which triangle do you think represents your current situation? Most people feel they are firmly in the light blue pyramid – spending the biggest portion of their money just making ends meet. And most people don’t see a way to turn that situation around. Taking control of your current finances will enable you to control your financial destiny and move comfortably into the blue triangle.
This is how Southern Pride Wealth can help you.
Create lifelong wealth
