Book a 1-on-1

Get personalised education to help you achieve your goals. Ready to make smart, confident investment decisions?

What we can discuss

During our call, we’ll cover your financial goals, review your current investments, and explore offshoring or other areas of interest to help you take the next step.

1.

Financial goals and progress

2.

Investment portfolio review

3.

Property portfolio review

4.

Offshoring options

Other inquiries: If you need help with something else, let me know when you make the booking.

Please note: I do not sell any investment products. For some of these services, I may refer you to a licensed partner who can provide you with the appropriate services and advice. In this case, your consultation fee will be refunded. Please provide as much information as possible in your request.

Book your 1-on-1 with Carla 🗓💻

​​If you’re ready to take the next step in your financial journey and need expert guidance in your decisions, I’m here to help. Together, we’ll make sure you’re on track to reach your financial goals.

Book a call with me today.

5 star rating

What my clients have to say

“I drastically reduced fees associated with my existing investments.

No matter where you are in your financial journey, Carla has the ability to meet you where you are, without judgment, and offer expert guidance.

Carla's enthusiasm for demystifying money and investments could make all the difference in helping you meet financial goals.”

~ Brian Smith

“I had almost zero knowledge about investing and Carla helped educate me and start investing with a plan tailored to my situation.

By working with Carla, I sped up the time of learning about investing. I'm sure I saved a lot of money in mistakes I didn't make because of the education I received from her.”

~ Miguel Carvalhal

“Carla’s education equipped me to make my first investment in the stock market on my own with ease and confidence. Now, my investment portfolio has achieved 14% growth in the past 3 months.

I would 100% recommend working with Carla! Her approach, knowledge, and perspective on building wealth is SO motivating. She is detailed and thorough, and I genuinely felt like she had my best interest at heart.”

~ Zandre Engelbrecht

 FAQs

Before booking, here are some common questions to help you understand the process and what to expect during your consultation.

  • During our session, we’ll focus on your specific questions. Whether it’s reviewing your portfolio, exploring offshoring options, or making a strategic plan for growth. You can also share your screen if you need specific guidance on investment platforms.

  • The cost for a 1:1 call is $250, payable upfront to confirm your spot. This ensures that I can dedicate my time fully to you.

  • Each call lasts 60 minutes, and we’ll cover as much ground as possible to help you.

  • Yes, it’s helpful to have an overview of your current investments, including any reports or statements, and any specific questions you have in mind.

  • If something comes up, please give me 24 hours' notice, and we can reschedule. Cancellations made less than 24 hours before the call are non-refundable.

Let’s get you on track to achieving your goals!

Whether you’re looking for insights on your portfolio, investments, or financial goals, I’m here to guide you through every step. Book your 1-on-1 call today!