The Financial Caddie
Somerset West · blendedfamily.co.za
Product-free financial guidance for blended families, from a former CFP® professional with nearly 40 years' experience. The brief: a warm, trustworthy site that gets families to take the first small step instead of putting it off.
What we built
- A free Financial Foundations Scorecard that gives families a score across six areas in about five minutes
- A clear four-step journey, from free tools to paid workshops, priced in rand
- "Book a Clarity Call" and an enquiry form that go straight to the adviser
- A calm, editorial design with a personal story up front, so visitors trust before they're asked for anything