WHO IS
The Southern Pride Wealth Group is a group of companies that work synergistically towards the financial well-being of its clients.
Taking a holistic view of our customers is vital: seeing the big picture of where they want to take their life or business, and working with them to craft strategies to help them get there financially.
We take our inspiration from the Southern Pride – a pride of lions in a nature reserve in Limpopo, South Africa. They are the hunters – providing for their families. And they are the protectors, ensuring that every cub makes it to independence. Lastly, they work together, each leveraging their strengths.
We are passionate about working together with you to build strategies that help you enjoy life now, yet protect and provide for yourself and your family in the future. Small, patient steps taken consistently each day will enable you to achieve the best life you can live. We’ll help you arrange those steps and provide you with the flexibility and support to change plan midway – because life happens!
WHAT DO
WE STAND FOR?
The pride is the symbol at the heart of our Southern Pride Group, representing the values we hold dearly:
- The collective – is always greater than the whole. Our clients, our network of specialists, and our team work together for the pride.
- Solutioning – we solve your problems with integrated solutions, giving you peace of mind.
- Strategy and patience – as each hunt is unique and carefully planned, each plan is unique to our client’s situation.
- Flexibility – to change plan mid-hunt as the situation demands. Life happens.
- Execution – is key. The best plan is useless without successful execution.
- Enjoying life – the hunt provides the food we need to live. But we live to relax, have fun, make a difference and enjoy those people most special to us.
- Integrity and trust – we are nothing without our integrity, and absolute trust both ways is key to both our clients and our success.
WHY THE
PRIDE OF A MILLION?
The glue that holds the group together, and the goal underpinning our business, is Pride of a Million – our commitment to educate, equip and enable a million women to change their futures by changing their finances.
Our commitment is that for every client in our group, we will educate a woman for free. It’s a one-for-one programme that enables us to embody our desire to be one of the world’s greatest social entrepreneur group of businesses in the financial services sector.
So, 10% of our time goes to helping someone who couldn’t normally afford our services with their personal finances, business finances, company strategy or just by equipping them with the knowledge to do things smarter.
LISA LINFIELD FOUNDER & CEO
Money enables us to live the life we want: to achieve our goals, live our dreams, provide for our family and protect them from harm. It also enables us to help others reach their potential.
But, money can also be the source of much heartache – for an individual trying to make ends meet or a couple who are unable to approach the subject without a fight. I have seen it ruin marriages, but I’ve also seen it unite couples.
I’m a passionate believer that we all think differently and approach money in different ways. Many people were never taught about money in a way that made sense to them. These factors, together with our upbringing, give us a life view that affects how we deal with money.
This is where I put my training as a certified HBDI™ Whole Brain™ Thinking practitioner to use. I look at how you think and see the world and how that affects your view on money – individually and as a couple.
I believe that the topic of our own money needs conscious and ongoing deliberation. If we don’t do this it’s unlikely that we’ll be among the 6% of people able to retire at the same level of comfort enjoyed prior to retirement. We need to educate ourselves, plan, and take steps each day to ensure our financial freedom.
We all have areas of our life where we are disciplined, and areas where we aren’t. The discipline and effort of managing money in a tax and global environment that changes everyday is not everyone’s passion. But it is ours. And that’s why I started Southern Pride Wealth:
- To translate the jargon and explain money in a way you’ll understand.
- To grow your knowledge about money to help you make the right decisions for you.
- To look at your finances holistically – it’s no point making 1% extra in investment return but spending 45% of that on tax!
- To help you prioritise the steps you need to take
I have 19 years of financial services experience; I have lived in the US, the UK and South Africa; I studied at Oxford, Insead, London Business School, Wits and the University of Johannesburg; I have worked at Halifax Bank of Scotland, Citigroup, Nedbank and Hollard; and I am the proud mum of three beautiful little girls and wife to John. I have a B.Com Honours in Financial Planning from UJ (cum laude) and a certificate in Corporate Finance from LBS as well as a B.Sc.