ABOUT

Monique is a Lifestyle Planner in the Financial Space. She supports clients in looking at where they currently are financially and what their vision is for their financial future.

She holds space for her clients to discuss where they are now in their Lifestyle Cycle, where they see themselves growing to and what could, perhaps, be holding them back. She supports them in, amongst other things:

 – Collapsing limiting financial beliefs

 – Wealth Creation planning

 – Wealth Preservation planning

 – Retirement planning

 – Business succession planning

 – Change planning

 – Coaching to find your Financial Personality through using the Enneagram

Monique is an Internationally Accredited ICF Level 2 (PCC) Life Coach and she holds a Higher Certificate in Financial Planning. She is in the process of completing her Regulatory Exam before she will register as a Financial Planner. She is also in partnership with a Senior Financial Planner with over 20-years experience and together they embrace combining Lifestyle and Financial Planning.

Monique qualified as an InnerLifeSkills® Master Life Coach and Trainer in 2016 and is currently the Lead Trainer for InnerLifeSkills® Global Skills and Executive Coach courses. Her Life Coaching Journey started when she worked as a physiotherapist in her own practice. She realized that her university-taught skills may not be enough to give the kind of service to her clients that she wanted. Something was missing and Life Coaching made the light go on for her. She successfully combined physiotherapy with informal life coaching. Breaking down the perceived box that pain was only physical resulted in outcomes that surpassed her wildest dreams.

After 18-years she was ready for a new challenge. She was offered the opportunity to join a Financial Planning Practice to put some systems in place and streamline the processes. This plunged her into the often sensitive and boxy world of people and their relationship, or the lack thereof, with their finances. Very soon she found herself using her Life Coaching Skills and training when chatting to the clients.

At times it may seem that we are stuck in a box, a box filled with financial conundrums. What if that box is only an illusion?

Monique firmly believes that we are not in any kind of box, but that the box is in us. Through investigation and a little bit of rebellious, questioning thinking, she believes we can all see that box for what it is and use the knowledge to find the way out and on to bigger things.

In her free time, she is a family girl that enjoys time in the outdoors – camping, doing yoga and hiking. She is also a bit of a nerd and loves reading and studying.