Ep. 6 – How Mariette Tappan Became the First Certified Financial Transitionist® in Africa

With a career spanning over 25 years, Mariette Tappan decided to take herself out of her comfort zone. To challenge herself. With the aim of providing her clients with a powerful proposition by helping them through significant changes in their lives, so they can move forward.

This led her to the Financial Transitionist® Institute in America, founded by Susan Bradley.

It took her 12 months and lots of effort to receive her certification and to become the first Certified Financial Transitionist® Planner in Africa.

In this episode, we talk to Mariette about her early business life where she ran a successful import and export business and where the Helderberg disaster had a significant and unforeseen impact on the business (she shares the story with us).

She then joined the financial services industry and we find out what is driving her.

We talk in depth about what a Financial Transitionist® is, the process of becoming one and what it truly means for her and her clients. We also talk about the concept of adaptive planning and the importance of resilience.

Something Mariette learned early on in her career… if you stand still, you fall behind.

Listen to the episode:


  • Francois du Toit, CFP®

    Francois du Toit, CFP® holds a B. Com degree in Risk Management as well as the Post-Graduate Diploma in Financial Planning. He is an avid miniature figure painter with a passion for helping others succeed and for professionalising the Financial Services Industry. He holds the certification of CERTIFIED FINANCIAL PLANNER® or CFP® in good standing with the Financial Planning Institute of Southern Africa as well as being a registered Tax Practitioner with them and SARS. Francois offers a unique and powerful proposition to businesses employing Financial Advisers and Broker Consultants that leads to significant improvement in production and reduced advice risk. His practical experience, success, technical knowledge and understanding the challenges and opportunities in this field, ensure immediate practical application in the target market. Francois has designed and created very successful online courses for the Financial Planning Institute and has trained hundreds of financial planners, advisers and other trainers for among others Old Mutual, PPS, Liberty, Iress and atWork. His ability to answer questions that relate to practical on-the-ground issues is what sets him apart from traditional trainers who may not have been in practice.

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