Lets make a success of it

What is Financial Coaching?

Financial coaching gives you direct access to expert financial information and guidance. Through regular one-on-one sessions, your coach will analyse your unique financial goals and needs, then create a personalized solution to help you make the best decisions for you and your family.

We’ve Got You Covered

Talking about money and finances can often be difficult and confusing. Lifestyle Money Savings Succession Financial Coaching is a central service where people can be coached and guided on financial matters.

Our Services

Investment Analysis

Budgeting Tools & Techniques

Debt Management Techniques

Insurance Cover Analysis

Estate Planning Considerations

Will Drafting & Analysis

Body Corporate & Sectional Title Property Trustee Consulting

Meet Your Coach

Shameer Chothia

I am deeply passionate about financial literacy and education. My main mission is to actively change lives by empowering people with financial knowledge to make the right decisions for themselves and their families. I hold qualifications in various aspects of financial literacy, including Financial Planning, Wealth Management and Investments & Financial Markets.

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Contact us for more

We know a personal touch makes all the difference. Please leave your details and we will get in touch with you soon.