1-on-1 Personal Finance Coaching
PERSONAL FINANCE 1-ON-1 COACHING
3 500
Complete Personal Finance Coaching
Valid for 6 months
3 One-on-One Coaching Sessions
Practical Budgeting System & Template
Emergency Fund Strategy
Goal-Based Saving & Investment Plan (TFSA, RA, etc.)
Pension/Provident Fund Education
Risk Cover Essentials (Life,Income Protection,Dread Disease)
About the coaching
This coaching is for individuals who want to build their finances with intention, gain confidence in their current progress, and ensure they’re on the right track for the future. Whether you're earning your first consistent income, supporting a family, or planning your financial future, this coaching will help you:
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Master your budget
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Start saving meaningfully
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Understand where and how to invest
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Protect what you’re building
WHO IS THIS COACHING FOR?
If You:
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Want to feel confident in allocating your budget
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Are ready to build a solid emergency fund
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Have short- and long-term goals and need a strategy to reach them
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Want to Understand and make the most of your pension/provident fund
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Need clarity on investment tools like a Tax-Free Savings Accounts or Retirement Annuities
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Want to understand what life cover, income protection and dread disease actually do and whether you need them.
Then this is for you.
What You Can Expect
1. Budget & Foundations Session
We begin by reviewing your income, expenses, and priorities. You’ll learn how to build a practical, values-based budget and how to start saving with purpose. We’ll also cover how to structure your emergency fund.
2. Saving, Investing & Pension Strategy
We’ll map out your short-, medium-, and long-term goals, and I’ll guide you through the investment tools available to you—like TFSAs, RA’s, and other discretionary funds. You’ll also learn how to read and understand your pension or provident fund statement and make sure your employer retirement savings are working for you.
3. Protection & Progress Review
We cover why and how to protect your income, plan for the unexpected, and the importance of life cover, income protection, and dread disease benefits. We’ll also check in on your progress and answer any lingering questions.
What is Expected of You
To make the most of our coaching sessions, please be prepared to share all relevant financial documents, including:
3 Months Bank Statement
Investment Statements
Debt
Statements
Why choose Personal Finance Coaching
Customised Guidance: Every session is tailored to your specific needs and goals.
Expert Insights: Benefit from my experience and expertise in personal finance.
Investment
THE COST FOR THIS COMPREHENSIVE COACHING PACKAGE IS R3,500. THIS INCLUDES TWO 1-HOUR SESSIONS AND A 30-MINUTE FOLLOW-UP CALL, ENSURING YOU GET THE PERSONALIZED ATTENTION AND DETAILED PLAN YOU NEED TO SUCCEED.
Sign-Up Process
Step 01:
Sign-Up and make payment and become a member.
Step 02:
Get confirmation email with log-in details.
Step 03:
Log-in, fill in questionnaire and book your sessions.
*If you have any questions, feel free to reach out via WhatsApp at +27 67 018 1665 or email us at info@womanandfinance.co.za.
Your Instructor
Mapalo Makhu
An award-winning Personal Finance Educator, Speaker, Money Blogger and Founder of Woman & Finance. She holds qualifications in finance, investing and financial planning.
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