Future-Proof Your Finances: A Goal-Setting Workshop for Proactive Wealth Builders

Good financial habits are the foundation, but they’re just the beginning.

If you're already earning, saving, and budgeting you're on the right track. But now it’s time to take things further.

To strengthen the structure behind your efforts.

To protect what you've built and make sure it's working for your actual goals.

To turn good habits into a confident, future-proof plan.

That’s exactly what this session is designed to help you do.

Join Brigid McCleary, a Certified Financial Advisor with over a decade of experience helping individuals make smart, strategic financial decisions — this 90-minute live workshop offers more than just tips and tools. Brigid is known for her calm, clear approach that takes the overwhelm out of money and replaces it with insight, intention, and real-life application.

This isn’t a budgeting 101 session.

It’s for people who are already doing the work and want to go further, with clarity and confidence.

What You’ll Learn

1. How to reframe your goals around what actually matters to you
2. A smart, adaptable budgeting framework for real-life spending
3. How to tackle debt efficiently, without disrupting progress
4. How to build and maintain an emergency fund that gives you options
5. The overlooked strategies that protect your income and future

What You’ll Leave With

1. A guided Financial Goal Planner
2. A flexible budgeting structure you can use right away
3. Tools to enhance what you’ve already built not start from scratch
4. Confidence in your direction and decisions moving forward

Event Details

Date: Tuesday, 5 August

Time: 8:30 AM – 10:00 AM (SA Time)

Location: Live on Zoom (link sent after registration)

Investment: R350 pp

Includes: Live workshop, downloadable workbook & Financial Goal Planner

If you're ready to feel more secure, supported, and smart about your next financial chapter, this workshop is your next step!