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South Africa


Cape Town

State | County | Province

Western Cape


Whether it's planning your next steps with career, your business or your money, Lisa Linfield can help you gain the insights you need to take the steps with confidence and a plan.

Having been in corporate leadership for 20 years, in a strategy position for most of them, and having run a R3bn business, Lisa understands the corporate world.  And having started 3 of her own businesses, a podcast, written a book and helped many people manage their money, she is uniquely qualified.

Lisa uses multiple tools to help, including HBDI assessments to understand our thinking preferences.

Find peace in your next steps, gain a new perspective.

Life, Business and Financial Coaching
Sometimes, we just need to get out of our heads and get another perspective of where we need to go.

What brings us joy?  What's our SuperPower?  What's keeping us stuck? Why can't we do the stuff we know we need to do?

The biggest outcome most of us need is 'how do we move forward?'  What are the next steps we need to take, what is our plan.

Retirement Planning and Wealth Management
Every single one of us should have a holistic financial plan.

One that is focussed on meeting our life goals and dreams - who we are uniquely as a person, our family, and the things that are important to us.

Our process is as follows:
Life Plan: Understand who you are, what's important to you, and what your ideal life plan would be
Gather information: Understand your income and expenses now and in the future, and work out what assets and liabilities you have to meet them
Produce a holistic plan: Make sure that our plan highlights opportunities and challenges in meeting your goals, and gives you a step-by-step way forward to achieve them

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