Helping you find and forge your financial path
My purpose is to act as a thinking partner and hold space for you as we explore together financial tools and methods to achieve your financial goals.
I bring energy and positivity to coaching sessions, and use my knowledge and coaching presence to focus on your needs and help you get to your best next steps.
We know that face to face conversations is very necessary to effectively help a person process information.
The purpose of these one on one consultations is to first evaluate where the challenges are in achieving your financial goals and facilitate sessions to overcome these financial challenges.
Make an appointment for one on one consultation.
Everybody is on their own financial journey. Some are looking to survive whilst others are looking to invest.
Come prepared by understanding your situation and with the relevant financial information, such as a summary budget, cashflow or other financial information.
If you don’t have any of this, come with a pen and paper at least.
My purpose is to help people better understand their finances and how money matters impact their daily lives.
It doesn’t matter what the event is (pandemic, politics, unrest), everything impacts the economy in either a positive or negative way.
We need to understand is how to prepare and plan for all eventualities. This means understanding how to budget, save and measure our personal wealth.
I’m here to help people improve their understanding of finances and seeing how this positively impacts their lives.
I am a Chartered Accountant with over 17 years experience and hold an MBA in strategy from the University of Strathclyde in Scotland.
I have held various senior positions in finance and been a CFO of a listed company.
I am passionate about finances, financial markets and the key forces influencing these.
It was helpful to understand the various myths and how they play such an important role in our thoughts and opinions on money. The myth that stood out the most for me, was the myth that I will never make enough money. This is something I have believed most of my adult life, and it really resonated with me.
Thank you, Travers, for a well-presented course, you have definitely made a difference in my life! Not only did you communicate the topic well you made me believe again!
I did the “Take Control of Your Finances Course” and it really changed the way I think about my personal finances. I did the course and all of the questions.
The two key topics that I focused on were budgeting and saving. I used the excel template and completed my budget the way Travers said I should. Wow, it really made me re-think all the money I waste every month and how to better manage it.
I highly recommend Travers as a presenter and financial coach! Thank you again!
Blogs & Courses I contributed to…
A lifestyle assessment, is the ideal way to start your New Year. Find out why a process of evaluating all aspects of one’s life provides a great start in 2023.
In order to use mindfulness as a tool, it is important to understand what it is, the benefits of using it as a tool, and examples of mindfulness;
Investors do their research. They know that the risk for heart attacks among entrepreneurs and business-people are six to eight times greater than other people in that weight class.
A budget is important, because as an individual or a family, you need to plan for your future.
Does this sound familiar: “I don’t want to use my friends to make money”? Or maybe the more assertive “I am not going to use my friends to build my success.” Well, here’s an uncomfortable fact: you don’t. But they sure help determine your success or failure! Want to know more? Let’s dive in.
When we picture success, three things always come to mind. Having the money to do something, the contacts to know where to go, and the relationship to get it done. Most often in that order as well. Need money, want connections, grudgingly (or enthusiastically) willing to relationship.