The Financial Caddie

The Financial Caddie Financial planning for couples with blended families.

With more than 30 years as a financial planning professional, and over a decade as a blended family, I understand the challenges.

Sometimes the biggest financial problem in a relationship isn’t the money — it’s the conversations we avoid having. 💬The...
29/05/2026

Sometimes the biggest financial problem in a relationship isn’t the money — it’s the conversations we avoid having. 💬

The Financial Clarity Scorecard for Couples was designed to help identify pressure points, communication gaps, and areas that may need more understanding and teamwork.

https://financialcaddie.link/scorecard2

No judgement. No shame. Just awareness and a starting point.




Money conversations are rarely just about numbers. Behind financial stress there’s often fear, pressure, different prior...
19/05/2026

Money conversations are rarely just about numbers.

Behind financial stress there’s often fear, pressure, different priorities, and simply not knowing how to communicate well with each other.

The good news?
Awareness is the first step toward healthier conversations and a stronger future together.

👉 Start the conversation with the Money & Us Scorecard:
https://financialcaddie.link/money_and_us




No relationship is perfect — and that’s okay.Sometimes we just need awareness around the gaps that may need a little mor...
13/05/2026

No relationship is perfect — and that’s okay.

Sometimes we just need awareness around the gaps that may need a little more understanding, communication, and teamwork.

👉 Start by taking the Money & Us Scorecard:
https://financialcaddie.link/money_and_us




We hope you and your loved ones are safe, warm, and taking care of each other.Sometimes the most important things aren’t...
12/05/2026

We hope you and your loved ones are safe, warm, and taking care of each other.

Sometimes the most important things aren’t financial at all.




Do you prefer freedom and flexibility when it comes to money? Carefree HabitudeMoney isn’t always the main focus — somet...
07/05/2026

Do you prefer freedom and flexibility when it comes to money?

Carefree Habitude
Money isn’t always the main focus — sometimes life is about enjoying the moment and not overthinking every decision.

In relationships, this can look like:
- One prefers flexibility and going with the flow
- The other prefers more structure and planning

Same money… different meaning.

Does this sound like you or your partner?

Keep an eye out
Our Money & Us Workshop details are coming soon.




Do you enjoy living in the moment when it comes to money? Spontaneous HabitudeMoney can be a way to experience life, cre...
06/05/2026

Do you enjoy living in the moment when it comes to money?

Spontaneous Habitude
Money can be a way to experience life, create memories, and say “yes” to the moment.

In relationships, this can look like:
- One enjoys being spontaneous and open to opportunities
- The other prefers structure and planning ahead

Same money… different meaning.

Does this sound like you or your partner?

Keep an eye out
Our Money & Us Workshop details are coming soon.




04/05/2026

Join other Kingdom-minded financial professionals for four days of intensive networking, strategic workshops, and spiritual renewal.

Money conversations don’t have to be hard. Building a life together takes intention — and the right kind of conversation...
04/05/2026

Money conversations don’t have to be hard.

Building a life together takes intention — and the right kind of conversations.

Ready to start yours?




Do you feel most fulfilled when your money helps others? Giving HabitudeMoney is a way to support, care, and make a diff...
30/04/2026

Do you feel most fulfilled when your money helps others?

Giving Habitude
Money is a way to support, care, and make a difference.

In relationships, this can look like:
- One prioritises generosity and impact
- The other focuses on security or planning

Same money… different meaning.
Does this sound like you or your partner?




Do you ever feel like money reflects how successful you are? Status HabitudeMoney can be used to feel important, recogni...
29/04/2026

Do you ever feel like money reflects how successful you are?

Status Habitude
Money can be used to feel important, recognised, or successful.

In relationships, this can look like:
- One values image and external success
- The other values meaning or practicality

Same money… different meaning.

Does this sound like you or your partner?



Address

Heritage Park
Somerset West
7130

Opening Hours

Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 17:00

Website

Alerts

Be the first to know and let us send you an email when The Financial Caddie posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category