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.
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.