Become a Purpose-Driven Financial Coach
Financial Planning changes lives. Coaching changes people.
You know the feeling - a client nods through the whole meeting, agrees the plan makes sense, and then goes home and changes nothing. Today's clients don't need more information. They need better conversations.
Conversations that help them overcome behavioural barriers, navigate life's transitions and align money with what matters most.
This is where Purpose-Driven Financial Coaching begins.
Deeper Impact
Help clients create lasting change, not just financial plans.
Stronger Relationships
Build trust, engagement and long-term loyalty.
Better Outcomes
Improve implementation and client results.
Professional Growth
Enhance your skills, confidence and value.
Three Ways to Work With Us
From your first introduction to financial coaching, to mastering it, to building it into your practice - choose the path that fits where you are.
12-Week Introduction to Financial Coaching
An online programme - your solid foundation in financial coaching.
R11 500
- Bring coaching into your planning process
- Lead honest conversations about values
- Help clients through money transitions
- 26 FPI CPD points · COMENSA Bronze
11-Month Advanced Financial Coaching Program
Take your coaching skills to a professional level.
R45 000
- Advanced ontological & behavioural coaching
- Lifestyle integration & real case studies
- 3 mentorship sessions with Hendrik
- 137 FPI CPD points · COMENSA Silver
Coaching & Consulting for Your Practice
One-on-one support to build coaching into how you advise.
- Embed coaching in your planning process
- Tailored to your clients & practice
- A thinking partner as you implement
- Stand out and grow your value
Frequently Asked Questions
No prior coaching experience is needed. The 12-Week program is built for financial planners, accountants and other professionals who want to add coaching skills to how they already work with clients.
The 12-Week program gives you the core coaching skills - listening, questions, language, moods - and how to bring them into a planning conversation. The 11-Month program goes much deeper: real client case studies, mentorship sessions, and specialised modules like money conflict, financial anxiety and coaching business owners.
The 12-Week program is a Bronze training program with COMENSA and carries 26 FPI CPD points. The 11-Month program is a Silver training program with COMENSA - putting you on the path to a COMENSA coaching credential - and carries 137 FPI CPD points.
Both programs ask for about 3 hours a week - coursework plus a weekly or monthly cohort session - so you can fit it around your practice.
The 12-Week Introduction is R11 500. The 11-Month Advanced Program is R45 000, which includes mentorship sessions and an optional in-person workshop in Bloemfontein. Full outlines with the week-by-week curriculum are available on request.
Yes. If you'd rather not commit to a full program yet, our Coaching & Consulting for Your Practice option gives you one-on-one support to integrate coaching into how you advise clients, at your own pace.