In Hindsight

Wise money lessons I wish I could tell my younger self

The money lessons my children remember most

Have you ever asked your children what you taught them about money? I asked my three children this question recently, and what they shared was funny, honest, and such a lovely reminder of the people they are becoming. Each of my children is so different: same family, same dinner table, same parents, and somehow completely different humans. What struck me most was that, despite their different personalities, they had absorbed many of the same money lessons.

What Losing our Parents Teaches us about Death – and Life

As we grow older, we begin attending more funerals than weddings. Midlife is often the chapter where we lose our parents, care for ageing loved ones, and experience death with growing frequency.

My client, Lorna, recently lost her mom, younger brother, and father within a short space of time. Her story reflects on what it means to support a parent through the dying process, the resources that helped her family navigate grief, and how loss changed the way she thinks about purpose, time, and money.

Embracing Midlife – A Journey of Reinvention and Possibility

A Second Career in Midlife

with Magnus

Life doesn’t always go entirely to plan – and when your employer unexpectedly moves your scheduled ‘retirement’ date forward, it can leave you feeling completely unprepared. The sudden transition from being a full-time, salary-employed executive to ‘retired’ can be extremely challenging – even when you’ve proactively considered what this transition might eventually mean for you.

Doing Midlife Your Way

Midlife often arrives quietly, slipping into our lives amidst the chaos of daily routines, career pressures, and family responsibilities. It’s a life phase that leaves us with mixed emotions – nostalgia for our youthful past, anxiety about the future, fear about what’s to come, regret, and, very often, a profound search for meaning and fulfilment.

The Midlife Myths we tell ourselves, and the Truths we need to embrace

Life gets better with age. The true power of these words grows as we enter midlife; we are so much better equipped to handle life’s challenges. It’s a time when we shift from caring what others think to focusing more on personal growth. Midlife is not a crisis – it’s an opportunity, a time to unlock a whole new world of choices, challenge the myths about ageing, explore new possibilities, and step into what could be the most exciting and fulfilling chapter of our lives.

Navigating Inheritance – beyond the money

with Gabriella

Money is such an emotional topic, no matter how you look at it. When your financial status suddenly changes, for better or worse, it can be an extremely challenging transition period to navigate – not only from a financial perspective but also emotionally.

Midlife Awakening – Challenging beliefs that don’t serve you

with Kathleen

What if you find yourself in midlife, living a life that you carefully planned – emotionally and financially – only to find yourself merely existing. Not connecting with people who truly matter, not having a sense of community and belonging, and not living according to your authentic self.

My Empty Nest Transition

Midlife, Motherhood and Moving forward with Kim

Midlife is reflection time. It’s not only a time to makeover your money, but also a time for reinvention and growth. A time to pause and edit your life going forward. It’s the time of life when we ask ourselves: Where to from here? And the answer always holds both a money and a life perspective.

Not just one retirement chapter

with Tersia and Theo (and Game View Lodge)

Every now and then, life has a way of surprising us with unexpected moments that lead to meeting truly inspirational people. Imagine my surprise when, during a night’s stay at Game View Lodge in Vryburg, I met Tersia and her husband, Theo, and learned about their retirement philosophy. Here was a couple with a thriving business who viewed retirement as a series of chapters. I love meeting people with big dreams and the passion to make it happen! Tersia and Theo wholeheartedly embraced Chapter 2: Act 1 as their chance to live their unfulfilled dreams on their own terms … and there’s more to come.

Celebrating a year of courageous stories and life lessons

This has been a wonderful year filled with stories of inspirational midlife transitions, lessons learnt and wisdom shared. I have learnt that behind every financial plan lies a story brimming with hopes and dreams, courage, and the desire to live life to the fullest … not only in retirement, but right now. I have seen so many clients determined to live fuller, happier lives and put plans in place to make it happen – regardless of their phase of life.

Recalibrating for midlife and beyond

You may not know this about me, but way before I became a financial planner, I owned my own catering business. Although I absolutely loved my business, I sold it 22 years ago to be a stay-at-home mom when my second child, Josh, was born. It took eight years and many hours of reflection, personal growth and studying to re-enter the working world. From catering to financial planning – who would have thought!

A menterning collaboration in your 60s

with Gys

Ever wondered if it’s possible to ignite a fresh business venture in your 60s? And uplift others at the same time? Meet Gys, who, instead of dreaming of retirement, found a compelling project that leveraged his lifelong wisdom, experience and business acumen to transform a business idea into a remarkable new venture.

Reinventing work and money in midlife

with Lynda

If you could rewrite your life story at 50 – what would it look like? Is it possible to turn curveballs into a compelling new direction, especially when you’re halfway through the game? Meet Lynda, a remarkable woman who faced multiple challenges in midlife: transitioning to a rediscovered purpose, a new career, the silence of an empty nest and confronting the financial realities of retirement.

Moving cities in midlife

with Sue and ‘Spoon & Spanner’

Have you ever reflected on living your life differently? Do you have dreams and a longing to make changes? Thoughts about getting off the rat race? Having a more balanced life? Finding more joy and not wanting to wait to retire before enjoying life?

Reinventing from corporate to self-employed in your 50s

with Nikki and Geoff

Nikki was faced with a choice in midlife – doing the same thing for another 10 years, or starting something new altogether. “My biggest fear was stepping away from my not insignificant corporate salary and annual meaty bonuses and share allocations…” says Nikki.

Have you ever felt that you are simply settling for more of the same?