Personal Mentoring

Have you ever felt paralyzed when you think about your finances? You do not have to go through this alone. Book a personal mentoring session with our founder and let her help you climb this mountain in front of you.

The first half an hour meeting is completely free and has no obligations. After booking, you will receive a short preparation document to help Soul prepare for your meeting. Then just sit back and relax and let us do the heavy lifting.


Personal Finance Academy

Duration: 10 weekly sessions of 2 hours each

This is our most comprehensive course. It equips students with the necessary tools to help them a budget, pay off debt, increase their income through personalized side hustles, decrease expenses realistically and build healthy investment portfolios.

Classes are limited to ten students to enable the facilitator to go at a pace that is apt for each lesson.

Course content:

  • Introduction and paying off debt the right way
  • Budgeting
  • Investing vs Saving – All the Basics
  • Investing – JSE Basics
  • Investing – Stock picks – JSE
  • Investing – USD Basics
  • Investing – Stock picks – USD
  • Technical Analysis: Reading basic charts
  • Tax on Investments
  • Profitable side-hustles in South Africa

Purchase the Personal Finance Academy Course

Stock Research university

Duration: 5 hours

If you are new to investing, you will hear these words from many seasoned investors when you ask them if a stock is a good buy “Do Your Own Research”. This is particularly frustrating for new investors, who have no idea where to start.

We have designed this 5-hour class where we go in-depth on how to do your own research. Each lesson includes three parts

1 hour: Theory of Stock Research

2 hours: Analyse one ZAR denominated stock from scratch

2 hours: Analyse one USD denominated stock from scratch

The facilitator is tasked with finding two stocks that are potential buys at the time of the lesson, thus no two lessons will ever be the same. The stocks are not buy-recommendations. We might conclude in class that the risks are too high, or the valuation is too high. On the other hand, we might have found a gem at the perfect time.

Purchase the Stock Research University Course

Technical Analysis - Swing And Day Trading

Duration: Five 90-minute sessions 

A very exciting seven-day course that will assist students with reading charts and will also include live trading on the US stock market. This is a course for beginners, not seasoned traders.

It will teach:

  • The language of the stock market
  • Risk management
  • Chart basics
  • Trading techniques (four actual techniques, if executed correctly, will maximize profits)
  • Swing trading
  • Cryptocurrency trading

Purchase the Technical Analysis -Swing And Day Trading Course

Crypto Currencies Basics

If you have not heard of Bitcoin, you are from another universe. What is this new asset class and why should you pay attention? We are entering a critical time in the evolution of money. Cryptocurrencies are here to stay. In this course, we will start from the very beginning of money (bartering) to explain why fiat currencies do not serve the world we live in now on the internet.

Course contents include:

  • The psychology of money
  • What are cryptocurrencies
  • Satoshi Nakamoto and Bitcoin
  • The coin/token ecosystem
  • Decentralized Finance (Defi)
  • The Metaverse
  • The ultimate list of resources

Purchase the Crypto Currencies Basics Course

E books

Practical Guide to Fire (Financial Independence, Retire Early)

This 40-page e-book is the story of the founder of Soul Financial, Rochelle Warries. She has been on the journey to financial independence for thirteen years and is well on her way to retiring at the age of 45 years old. Rochelle explains in this e-book how retirement is not an age, but a number in liquid assets. Anyone can retire at any age when they have 300 times their monthly expenses in liquid assets. This is a complete mind-shift from the traditional 65 retirement goal.

The guide gives readers practical tips and step-by-step instructions on how to achieve this once previously unimaginable goal.

Purchase the Practical Guide To Fire E-book

Passive Income: Learn To Set Yourself Up For Life

Passive income is money-making you more money with either minimal effort from your side or no effort at all. This is not a myth. The author of this e-book earns over R50 000 online monthly with little to no effort.

What you will learn:

  • Understand the principles of money, and use them to create passive income.
  • Use technology to make passive income possible.
  • Identify and choose between the many different types of passive income, and choose the right ones for you.
  • Adjust your mindset to suit the passive income lifestyle, and avoid the common psychological traps many people face.

Purchase the Passive income: Learn To Set Yourself Up for Life E-Book

Bitcoin For Kids

It is never to early expose our children to the world of finance. Get your little ones this colorful guide on what exactly Bitcoin is and how it will impact money in the future. We think even a few adults will enjoy this simplification of an extremely complex topic.

The e-book is aimed at 10–15-year-old readers, but all ages will learn a thing or two.

Purchase the Bitcoin For Kids E-book