Financial Coaching Solutions

Morris Msomi offers confidential financial coaching and support to groups, individuals and employees via his Financial Wellness Program offering telephonic, electronic and face to face assistance. 
Unlike a financial planner his role as a financial coach is unique. Neither financial products nor services are sold to clients and potential clients.

As a financial coach, Morris meets with the clients once a month or on an ad-hoc basis to assist; no matter where they are in their personal financial life whether it be that they are struggling to budget and make ends meet or whether they are looking to buy a home or car. In a confidential one on one session Morris will assist you in a co-operative way to ensure that your financial needs are met:

• As a financial coach, Morris can help you achieve your financial goals and dreams
• He starts by defining your current financial picture
• Begin with a budget and assets and liabilities
• Assists you in defining a financial goal
• Helps keep you on track and accountable to your goals
• On Going Communication and Support

Focus Areas

Morris Msomi focuses on cash flow management and getting people out of debt. This is due to his own relationship and experiences with money in the past whereby he was close to bankruptcy but managed to get himself out.