Brigid McCleary

Financial Clarity Coach & Certified Financial Advisor | Helping You Align Money with Life Goals — Without the Overwhelm | Strategic, Clarity-Focused Planning for Real Life

Durban, KwaZulu-Natal, South Africa

About

Your Wealth. Your Health. Your Plan. Because real financial clarity isn’t just about numbers, it’s about direction, decisions, and what matters most to you. I’m Brigid McCleary, a Financial Clarity Coach and Certified Financial Advisor. I help families and professionals align their money with their goals, values, and the life they actually want to live now and in the future. With over 30 years in healthcare and financial services, I’ve seen how much stress, uncertainty, and pressure surrounds money, even when people are doing all the “right” things. That’s why I approach financial planning differently. I simplify the complex, create space for honest conversations, and help you build a roadmap that makes sense for your life. And that includes the whole family. Whether it’s helping you future-proof your income, guiding your teens through their first money decisions, or setting your kids up with healthy financial habits early on, I believe it’s never too soon (or too late) to start. What makes my approach different: • I bring both heart and strategy into every financial plan • I support families through change with empathy and direction • I break down big decisions into clear, manageable steps • I focus on long-term wellbeing, not just short-term products Clients say they work with me because I listen. Because I make them feel seen, supported, and capable of making smart, empowered choices without overwhelm or pressure. If you’re ready to build a plan that reflects your life (not just your income), I’m here to help you start. Because financial confidence isn’t something you “get to later.” It starts today for you, and for the next generation.

Experience

  • Certified Financial Advisor at Designed Wealth, liscensed FSP
    Nov 2019 - Present · 6 yrs 8 mos

    We help people to design their wealth according to their personal needs and affordability.

  • Freelance Writer at self imployed

  • Healthcare advisor at Quattromed
    Oct 2018 - Nov 2019 · 1 yr 2 mos

    Medical aid, gap cover and medical insurance advice and sales

  • Clinical Hypnotherapist at Private Practice
    Feb 2008 - Dec 2016 · 8 yrs 11 mos

    Helping people overcome problems and/or to reach their goals by using the power of their own minds

  • Occupational Health Nurse at Locums, then permanantly at Silveray Stationary
    Jan 1991 - Mar 1995 · 4 yrs 3 mos

    Ran the industrial clinic, including medicals, audiometry, safety checks, first aid, and educational health talks.