What we do…
We offer various interventions to assist people with the challenges they face in managing their money.
Personal Coaching Sessions.
Personal coaching sessions offers a client the personal experience to change the course of their life. Our Coaching sessions can be tailor made to your needs, or we have set programs that we follow, depending on what the client wants to achieve.
Financial Planning Services
We offer product free financial planning. We are not affiliated to any registered financial service provider, and we will never benefit from any solution you would need to implement. Our financial planning includes tailor made solutions for holistic financial planning, Estate Planning, Tax Planning, Trust Planning, Investment Planning, Risk Planning and Retirement Planning.
We understand that some people prefer a DIY approach and therefore, we offer online courses to equip you with the knowledge to do so.
If you a startup or if you are an established business, we offer business coaching to assist in growing your business and ensuring your regulatory compliance.
Tools and Resources
Our tools and Resources will assist you when you need to make a decision relating to your financial situation.
Why we do it…
As an experienced financial planner, Barbara realised that there is very little scope to focus on the core reasons people have financial troubles.
Every person’s situation is different and no one can fit in any one box. By blending the Financial Planning, Coaching, Accounting and Tax professions, it makes for a perfect solution, and clients are not forced to buy a product to obtain the services.
We have a firm belief that we add value with everything that we do, and therefore, we change the lives of our clients. By enabling clients to manage their money, understanding the decision they make and working with their current situations, we change their lives for the better.
Barbara Mundell,CFP® BAP(SA)™
Who we are…
ABOUT BARBARA MUNDELL, CFP® BAP(SA)™
Financial Planner | Life Coach | Accountant | Tax Practitioner
Barbara is an enthusiastic speaker and educator who believes that financial planning by ethical and professional Financial Planners has the power to change lives. She is dedicated to the continued professional development of Financial Planners and assisting them to create client-centric ecosystems that will enable consumers to make better financial decisions.
In 2019, Barbara founded her company to help people make better decisions when it comes to their money. Barbara has made it her mission to educate people and financial advisors alike.
Barbara is a CERTIFIED FINANCIAL PLANNER® professional, a Business Accountant and a Certified Life Coach. Barbara holds B.com Finance and B.com Honours in Financial Planning from the University of Johannesburg and an Advanced Post Graduate Diploma in Financial Planning from the University of the Free State.
Barbara, with unquestionable ethics, will always take accountability for her actions and deliver on her promises. Embracing change, remaining agile and diligently striving to assist her clients to face their challenges with integrity, will ensure not only her future success but also those whose lives she touched.
We want you transition from where you are to where you want to be. As you Trusted Money Partner we will be there for you along the journey.