Let's make work optional

I help female executives and start-up founders achieve the life they want now and into the future, by understanding them, their money story, and the life they dream of.

Together we’ll build a plan as ambitious as your goals

I work best with ambitious women who are doing it all—leading at work, raising families, and still wondering if they’re “getting it right.”

And with founders chasing meaning, not just money—trying to figure out if they’re building a business or just burning out.

Both are asking the same thing: How much is enough?

I help them find clarity, create space, and align their money with a life that actually feels good to live.

We will be a good fit if:

You are a current or aspiring
C-suite executive
You are a founder, building a business to enable your dreams
You want an accountability partner to co-create your Ideal lifestyle with
You seek Financial counsel and guidance from a trusted partner

Feel aligned?
I’m here to help.

Financial services
built around your goals

My services are crafted to support ambitious professionals like you in building a secure, fulfilling future. Whether you’re focused on scaling your business, preparing for retirement, or preserving your family’s legacy, I’ll help you create a plan that meets your goals with clarity and purpose.

I can help you with the following:

Spending
Analysis

If your money has a purpose it's easier to take control of your spending, Creating a budget surplus is the first step to living the life you want.

Goal
Alignment

First, we qualify, then quantify. By understanding how you want to spend money now and in the future, we align your resources to ensure you can do what you want, when you want.

Cash Flow
Planning

We don’t always know what we want the future to look like, but we do know it shouldn’t be anything less than what it currently is.

Future Scenario
Modelling

Allowing you to make decisions while being fully aware of the implications on your life. Life is full of trade-offs, and we can show you the implications thereof before you make them.

How Much
Is Enough?

By starting with the end in mind, we help you understand how much money you need now and in the future to live the life you want, freeing you from the hedonic treadmill of more.

Implementation
Plan

As an Independent CFP, we help you implement all of the money decisions, It’s a by prodcut of the planning process, but equally as important.

We offer professional, tailored advice

We won’t sell you a product you don’t need, and we don’t charge commissions or percentage fees on your investments.

PURE FLAT-FEE FINANCIAL PLANNING

Here's what you can expect:

Introductory Call:
A quick, no-pressure call to see if we’re aligned - and to give you space to ask any questions you might have.
Discovery Meeting:
Before I handle your money, I want to understand your story. Real planning starts with what matters to you.
Presentation Meeting:
A visual snapshot of your life now and your goals, paired with a one-page plan for the next 12 months.
Become a Client:
We know we're different, and we’re happy to prove it that’s why we let you try us before committing.

Proactive planning process

We believe that if we map out your year ahead, we can stay ahead of life's curveballs, planning for the known, and acknowledging that there will be unknowns

Forward Planning

We acknowledge what happened in the past and plan for the year ahead.

1st Accountability Session

Keeping each other honest and on track.

Investment Review

Once a year we look at the numbers, making sure they're doing what your lifestyle requires of them, and making changes if required.

2nd Accountability Session

Anticipating the inevitable through ongoing communication.

Hi, I’m Marc - I’m here to help you reach your financial goals...

Before we dive in, let’s get to know each other - we may not be the right fit, and that’s okay. I work with female executives and visionary founders that are building lives and careers on their terms. For those who feel we are a match, this journey becomes more than just financial planning, it’s a long-term partnership built on trust and understanding.

Over the years, I’ve seen the unique sacrifices and decisions that women in leadership make every day. 

I understand the desire to build and create something that serves others and, in turn, you.

That’s why I prioritise you over just your finances, helping you make decisions that reflect both your goals and values. Within three months, I aim to provide the clarity and confidence you need to make financial decisions with purpose.

Trusted by founders at:

The personal journey that inspires the work I do

I've experienced the transformative power of lifestyle financial planning, which I now share with my clients.

Born and raised in Johannesburg, my wife, Nicole, and I started our family in Northcliff. In 2020, amidst the challenges of the pandemic, we made the decision to prioritize what mattered most, relocating to Cape Town for a fresh start.

After 2.5 wonderful years surrounded by the beauty of Table Mountain and the Atlantic Ocean, we moved to Lisbon, Portugal, in 2022. I now run my business virtually, balancing South Africa's dynamic financial world with the relaxed charm of life in Lisbon—a dream come true for our family.

I believe every family can create the life they desire with clear goals, deep work, and commitment. Let me help you craft a financial strategy to make that vision a reality.

My Core Beliefs

I guide you with principles that prioritize your future and lifestyle

Accountability
Even though you may know what you should be doing with your time and money, you don’t always know how. We hold each other accountable for the things you’ve identified as important, ensuring they happen to support your success.
Memories are the only dividends that matter
Life is short and tomorrow isn’t guaranteed. Money spent on experiences yields dividends in memories, that will last forever.
Enough over More
Understanding how much is enough is mission critical, by starting with the end in mind, you can truly understand how much you need to live well today and tomorrow.
Purpose & intentionality
Understanding why we do things is equally as important as actually doing the things. Our aim is to give your money and your life purpose and align the two.
Optionality
9-5 until you’re 65 doesn't cut it anymore, life is to be lived on your terms, Live in the moment and plan for the agility to change in the future.
DWY over DFY
Done With You NOT Done for You. This journey is walked together, sometimes alongside, sometimes in front, but never without you.

Trusted by female leaders and founders like you

I have had the privilege of working with exceptional female executives and startup founders, helping them turn financial strategies into powerful tools for life. Through these partnerships, his clients gain clarity, stability, and the peace of mind that comes from having a trusted advocate on their side

Naledi Mashego

Founder and CEO of Cherry Republik

Financial planning isn’t just about numbers; it’s about building security, taking control, and creating a meaningful legacy.

Read more

Julia Norrish

Director of Book Dash

I found the genuine interest in understanding my motivations and goals to be a breath of fresh air.

Read more

Rebecca Cameron

Founder and Director of SaleMate

My relationship with money has completely changed – and ultimately how I spend it.

Read more

Cameron Coutts

Co-Founder and Director of Metavolve

I’ve worked with other financial advisors in the past, and I literally canceled my policies with them as soon as I could.

Read more

Ryan Haworth

Founder and Director of Meta Marketing

Working with Marc and AdviceWorx has been a game-changer for mine and my fiancé’s financial planning.

Read more

Douglas Bruce

Orthopaedic Surgeon

His expertise and personalized approach make me feel secure and confident in the future of my finances.

Read more

Mobile: +351 912 617 563
Whatsapp: 064 580 8593
Email: marc.sydow@adviceworx.co.za

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