Momentum Intermediary Development Programme

Change more lives through meaningful conversations.

Develop and grow the skills you need for more impactful sales conversations, ultimate efficiency and productivity, and to help your clients to better financial and life outcomes.

You change lives.

We'll help you change more lives.

Our Offer to You

Business Coaching & Mentoring Journeys

Future proof your business by leading with a client-centric advice process, not products, AND increase sales.

More Meaningful Sales & Client Relationships

I want to have more impactful sales conversations with prospects that turn into long-term and profitable clients.

Learn and master the four conversation skills that will transform how you connect with prospects, resulting in more sales and creating long-term clients.

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Integrating Coaching Conversations into Ongoing Financial Advice

I want to learn how to include a coaching approach into my financial advice process.

Learn and master the coaching conversation skills to help your clients to better financial and life outcomes.

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Ultimate Efficiency for Financial Advisors

I want to have more time in my personal Life, get more sticky business and multiply my income.

Learn and master the time, productivity and efficiency secrets every advisor wishes they knew to help them create better business processes.

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More Meaningful Sales & Client Relationships

I want to have more impactful sales conversations with prospects that turn into long-term and profitable clients.

Learn and master the four conversation skills that will transform how you connect with prospects, resulting in more sales and creating long-term clients.

More Info

Integrating Coaching Conversations into Ongoing Financial Advice

I want to learn how to include a coaching approach into my financial advice process.

Learn and master the coaching conversation skills to help your clients to better financial and life outcomes.

More Info

Ultimate Efficiency for Financial Advisors

I want to have more time in my personal Life, get more sticky business and multiply my income.

Learn and master the time, productivity and efficiency secrets every advisor wishes they knew to help them create better business processes.

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Our Coaching & Mentoring Journeys

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Benefit from both group exploration of the skills we’ll teach you as well as individual coaching and mentoring to help you put those skills into action. 

Over six months you will experience :

  • 4 x 90mins Group Business MasterClasses
  • 6 x 60mins Individual Coaching & Mentoring Calls

R18,000 per business coaching journey for an individual advisor / R12,000 per busiess coaching journey per advisor within a practice (minimum 10).

Sign up for one, or sign up for all three and maximize your results!

Maximize your results today!

Meet the Team

About Us

Mary J Fourie ICF PCC | FPI RFP™

Professional Financial Coach, Mentor & Coach Trainer
Over the past two decades, I have spent time working in the retail (clothing), online gaming, financial services and coaching sectors. In 2017 I founded an FSP, My Journey 2 Freedom, with the goal to prove the concept of Coached Lifestyle Financial Planning as an invoiced fee-for-service to clients.

I am known for helping others answer the question of "How can I live a purposeful and meaningful life AND be financially free?" My approach in helping others is to work with the whole-person incorporating mind, body, and soul. My gift is to inspire change-making; helping these individuals, like you, shift the way you earn and spend your money to align with what feels most purposeful and meaningful to you.

In building my toolbox of experience, qualifications and skills I have completed two NQF5 Higher Certificate’s in Financial Planning (Milpark Business School ) as well as a Leadership & Coach Training qualification from Star Leadership (Pty) Ltd. I am a Registered Financial Practitioner™ with the Financial Planning Institute Southern Africa (FPI), am credentialed with the International Coach Federation (ICF) as a Professional Certified Coach (PCC) and am also an accredited iEQ9 Enneagram Individual & Team Practitioner.

I want to change the world and believe I can do that by helping people get better at earning and spending their money in line with living a values driven, purposeful and meaningful life. This purpose extends to training, mentoring and coaching Financial Advisors to do the same with their own clients. As a result of this passion I have committed myself to growing Professional Financial Coaching in South Africa. In support of this vision I have volunteered as part of both ICF South Africa and COMENSA.

I believe in being led by my values of freedom created by connection, contribution and response-ability. I believe that the journey to living a fulfilling and financially free life is accessible to all when approached with mindfulness and intention. It is this philosophy that filters through all my work, whether I am working directly with private clients or training Advisors, Financial Planners or Professional Financial Coaches to do the same.

Nabeel Khan

Award Winning Executive Financial Advisor
In the last decade, I have dedicated over 12 000 professional hours in front of clients, and have built an award winning financial advice business since generating over $40 million in production revenue for insurance companies and asset managers. Life is good when you’re at the top of a sales driven industry and It’s even better when you’re changing lives at the same time.

The funny thing is, I was never paid a cent for any of those life changing hours. I was paid for the sale of a financial product and my earnings was always conditional, my anxiety was through the roof, I always felt like I had to keep sprinting to stay on top, stay relevant, to keep policies active and my health suffered for it.

I really enjoy what I do but the problem for me, was the system. Everything around me was measured incorrectly… How was it so, that I enjoyed many ceremonies and was recognized for my achievements while dining in a 5-star Michelin restaurant on a beach in La Cote D ’Azure for none of the truly meaningful work that I spend hours practicing?

Why was it that my wellbeing and income was affected by a replacement of a life insurance policy? I knew the answer, understood that it wasn’t a quick fix to change the industry but I believed that solving that problem would be worth more to me and other humans than chasing targets and rolling in the commissions.

And that was the beginning of a new chapter in my life within financial services which, so far, brings me comfort, fulfilment, and the odd fire to put out here and there but, this is business right?!

I’ve since launched Africa’s 1st Free Money School and have pioneered a leading financial coaching program with my business partner Mary and we aim to develop and coach financial planners from all over the world to unlock their business’ true potential by evolving themselves and how they add value in and for their clients while getting recognised and paid for their efforts above and beyond the “professionalized salesman”.

Marguerite Engelbrecht CFP® GTP™

Lifestyle Financial Planner & Coach
I am a Financial Planner and Coach who partners with my clients to rewrite their financial stories and embrace freedom.

I help my clients re-examine and challenge behaviours which no longer serve them, while co-creating a safe space in which they can learn new strategies, experiment with different approaches, and grow in confidence to effectively manage their resources of time, energy, talents and finances.

I am a registered Certified Financial Planner® professional with the Financial Planning Institute of South Africa (FPI), a General Tax Practitioner™ member of the South African Institute of Tax Professionals (SAIT), and have obtained the following qualifications: Certificate in Financial Coaching (UFS), Advanced Postgraduate Diploma in Financial Planning (UFS), Postgraduate Diploma in Financial Planning (UFS) and BA Hons (Psychology) (UNISA).

From a young age, I have been fascinated by what makes us tick as humans. Fairly soon into my working career I became intrigued with the possibilities offered by financial planning as a helping profession, and the close connections between spiritual, emotional and financial wellbeing.

As an early adopter of fee-based financial planning, I founded LIFE Tax & Financial Planning Consultants CC in 2004 and have been journeying with client towards freedom ever since, officially joining Mary J at the business she founded, My Journey 2 Freedom, in 2021.

Build a business through meaningful conversations

Happy Financial Advisor

Testimonials

Frequently Asked

Questions

Financial Advisors, Brokers, Financial Planners or anyone in the financial services industry who would like to develop their ability to have more meaningful conversations and engagements with as well as be able to coach their clients to better financial and life outcomes AND create a sustainable and profitable business at the same time.

You will need to commit to between 1.5 - 3hrs of time per month per Business Coaching & Mentoring Journey.

Because you will get the benefit of...

  • More than 20 years of Knowledge, Skills and Experience from Mary J, Marguerite and Nabeel - who are each practicing Financial Advisors / Planners / Coaches.
  • Focused Practical Skills Application of what you're learning.
  • Peer support through the Group MasterClasses.
  • Individual support through the Coached Mentor Sessions.
  • Online access to a Learning Platform to connect with your peers and coaches and document your journey.

Yes! You absolutely can.

Coach your clients to better financial and life outcomes

Complimentary

Resources

Financial AdviceFinancial CoachingFinancial Planning

The 80/20 Rule of Meaningful Conversations

When you have more meaningful conversations, you transform lives.

Because not only will you get more sales when you have more meaningful conversations, but you will also deepen relationships with your existing clients AND be able to help them to better financial and life outcomes.

Read More →
Financial AdviceFinancial CoachingFinancial Planning

FPI 2020 Convention Presentation by Mary J Fourie

Watch Mary J’s presentation on how to coach clients in order to meet financial goals whilst supporting financial planning behaviour. She offers an updated model which combines financial coaching into the globally recognized Six-Step Financial Planning Process.

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Financial AdviceFinancial CoachingFinancial Planning

The missing bit in Financial Advice & Financial Planning

Why does it feel like my expert advice has little to no impact on my clients because they still make self-defeating choices?

Why has no amount of money, status or recognition been able to scratch the itch that there is something missing in my work?

Read More →

Still got Questions?
Ask us, Anytime.

We’re excited that you’re interested in learning more about how we can help you. 

Please reach out and connect with us.