Marc Sydow | Freedom//Flexibility//Security

Before we dive in we’ll get to know each other, we may not be the right fit and that’s ok. You’re fiercely independent with no time to waste, I run a business based on trust and lifelong relationships. If we're a good match, it’ll be a partnership that lasts forever.

You’ve made sacrifices and trade-offs along your journey, don’t let your financial planning partner be a mistake.

I help independent women and founders make smart financial planning decisions that are consistent with the honourable life they lead.

I make you a priority and not your money. Within 3 months of walking this journey, you’ll have clarity and purpose behind every financial and life decision you make.

Through my work over the past 13 years with some of the top female executives in our financial institutions, I have learned that one of the biggest derailers to achieving your best life is the misalignment of these core pillars, and not having an action plan to execute on. To create the CAREER you want, that gives you the freedom of your TIME, to spend your MONEY in ways you deem appropriate, enhancing your RELATIONSHIPS all whilst bettering your WELL-BEING, is a skillset I have spent years honing and perfecting.

We incorporate these pillars into building your Unique Lifestyle Financial Plan and collaborate with specialists in areas of Asset Management, Tax, Cashflow Planning, Estate Planning, and others, to surround yourself with a team of experts all aligned to helping you live your best life. The experience is unique and the process is tailored to each woman we work with.

Having completed my training as a Certified Financial Transitionist CeFT®, I have acquired the skill set to help you navigate the planned or unplanned transitions you may face on your personal journey. Whether it's anticipating your early retirement, planning your corporate transition to entrepreneur, or dealing with divorce or death, your money and life are in motion and I am here to help you navigate the journey from ending through passage to the creation of your new normal.

I have experienced this kind of transformation in my own life, thanks to the same strategic financial planning principles I use with my clients. We lived a great life in South Africa, born and raised in Johannesburg, Together with my wife Nicole we started our family in Northcliff, and after some prioritising, we moved to Cape Town at the start of 2020, a year no one expected.

We thrived in Cape Town, a city where your safety is protected, and your dignity upheld, surrounded by the beauty of the Atlantic ocean, and the majestic table mountain, we called the Atlantic sea board home for 2.5 years. 2020 was the year of COVID-19, which opened our eyes to the real priorities in our lives, when everything can seemingly be taken away from you in a heartbeat, by a pandemic, your government, and our fellow people, we really had to put our family first.

We moved from Cape Town to Lisbon Portugal in 2022, where I run my business virtually. Working in the fast-paced life of South Africa but living La Dolce Vida in Lisbon feels like a dream come true, a dream we didn’t know we had, and as a family, we are thriving. We all have the opportunity to craft the life we want for ourselves and our families, it just takes some deep work, and follow through. Work I love doing with my clients, and transitions I have been trained in as a Certified Financial Transitionist, CeFT®

YOU are where YOU are because of YOU. You have climbed the corporate ladder and have achieved the success, you now want the same for your financial planning. You are not looking for frills and freebies, rather someone to walk the walk alongside you.

The legacy you are building has meaning to you and those it’s intended to serve. It goes beyond spreadsheets and returns, it’s about understanding what you want and how to get it. After all, who says you can’t have it all? You’ve done it in your career, it's time to spread the wealth!

The planner you need is one who puts you and your life at the centre of your financial story, shifting the focus from your assets to that of your interests as well. You need someone as invested in your life as you are.

If you are wanting and willing to walk this journey, we can co-create something beautiful, something majestic, something everlasting, and far-reaching, just like your career.

You have taken all the risks, you have trodden the path less known, and you have arrived at a place that is not yet the destination, nor is it the beginning.

It feels like you have sacrificed for so long and may have neglected your personal pursuits in the creation of something that will outlive us all.

Now is the time to build your personal financial foundation, making sure you cover your bases so you can let your money explore territories unknown.

Separating your personal life from your business life seems daunting, but necessary to protect and grow your wealth independently of your entrepreneurial ventures. Giving you the optionality to experience life in ways others dream of.

Partnering with someone who understands your risks, appreciates your vision, and can guide you on your wealth creation journey, is paramount to ensuring you replicate your entrepreneurial success in your personal financial life.

Thank you for considering me to help you with your financial planning. Well Done on taking this first step towards unlocking your best life.

To help us determine if we are a good fit for each other, we start with a 30 minute, no-obligation introductory conversation to see how we can help. This will give us a good idea of where we need to start your unique and tailored journey.

To quickly get us onto the same page, we like to present your financial life in a single picture, your Asset-Map. Not only will this kick-start our discussion without drowning in documents, but it'll clear up lots of complexity for us to be able to focus on the stuff that really matters.

It's a fun digital process that will take a few moments to complete which you can easily do in front of the TV. You can't get anything wrong and if you feel like you're getting stuck, simply move onto the next question.

I'm sure you'll enjoy it!

Client views on our online process and experience;

I have had the best experience with Marc and Marcus. Marc is thorough and effective in meetings and I am learning a lot about how to better plan for the future.

It is a well-run process and Marcus is just phenomenal and all round helpful, responsive and acts with a sense of urgency.

Works wonderfully well!

Client views on their experience of the technology we use;

Valuable information shared allows me to make better informed decisions

Client views on their overall experience of the financial planning relationship;

Marc provides an impeccable, personalized service. I truly value Marc’s insights, counsel and availability irrespective. Marc truly understands the meaning of client centered service. He is meticulous, always available to provide advise and answer questions, his counsel is invaluable.

Real asset to Your business

Such a pleasure dealing with Marc

Marc is efficient. Understands my needs. Helps me plan better. Take personal interest in my life in order to map the financial services / action I need to consider and be mindful of

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