Money Meetups
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Solving Money Problems, One Meet up at a Time

How we showed another side to financial planning.

Meeting with a financial planner can seem intimidating. In fact, some people avoid it altogether. To change this perception, we created Money MeetUps – a campaign that shows South Africans how financial planning is about building relationships, and not a formal, uncomfortable experience. Working with popular financial influencer Nicolette Mashile, we produced an online series that took financial planners out of the office to meet with a few brave clients in a relaxed environment.

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The Money MeetUps Website

We also gave people the opportunity to book their own Money MeetUp by finding a financial planner that they could relate to and build a relationship with. Through a simple process on our website, South Africans could now find their financial match based on shared interests, age and location.

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Episodes

Hosted by Nicolette Mashile, Money MeetUps featured real people with real financial stories meeting with a financial planner for the first time. Each of the six short episodes saw a client and planner talk openly and honestly about the struggles (and solutions) to what most South Africans deal with every day. Take a look.

Episode 1

Episode 2

Episode 3

Episode 4

Episode 5

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