Services

CONVERSATIONS WITH JANINE:
Financial dating, literacy and consumer empowerment

Changing your financial trajectory is not a one-sided affair and a partnership is simply not just about love. A solid financial foundation in a romantic relationship makes all the difference in longevity. Money is rooted in power, culture and lived experiences and how you plan for your financial future as a couple has a significant impact on your life and your wellbeing, as well as your children’s wellbeing. I help couples date financially and how to navigate this aspect of this relationship. I will teach you how to have crucial conversations about your future and money language. I teach consumer empowerment so you may plan appropriately for your future.

MONEY MATTERS WITH JANINE:
Financial planning and coaching and advice

After being a broker consultant for 8 years I purchased 50% shareholding in Duet Financial planning, an Independent wholly woman owned brokerage and successfully sold later to a wealth management firm, where I continued my journey in Wealth Management. This was followed by taking up the role as Financial Planner within Momentum, successfully growing a diverse client base across all aspects of the financial planning environment. needs. As a Financial Planner I built my practice by focusing on sound relationships with clients, ensuring that I engaged my clients to a point of decision making, creating space for appropriate financial wellness conversations, goal setting and ultimately providing bespoke solutions for their unique needs. Superior service to, and professional advice for clients, are important to me. My passion is to ensure everyone I encounter is financially literate and progresses to being financially savvy.

ACTION WITH JANINE:
Business mentorship and coaching

My strategy is to have Momentum Wellness Franchises become a formidable player in the industry and my focus is to develop new to industry talent, setting them up for sustainable success as well as focus on succession planning strategies for the existing Financial Planner. My goal is to increase the Momentum Financial Planning footprint looking to enhance gender and demographic diversity in an aging stagnant industry. My vision is to be a formidable force of professional, accountable and fully competent financial planners. My core role is to develop the skills of the FA's, grow the footprint and sales revenue and create longevity.