MONEY WIT
FINANCIAL WELLNESS
About Us
Too often, we try to treat the symptoms of poor money management when we should be focusing on preventing it. Knowledge is power, and the application of this knowledge is what can make all the difference in your personal and business money world. Understanding and managing your money is like any habit – do it long enough and it becomes second nature. This habit can help you become that financially savvy person you always knew you could be.
Money Wit Financial Wellness was started in 2017 after our founder, Nola Rae, did some research into the corporate wellness sector which revealed to her the enormous need for debt counselling. She realised that the best way to address the need for this service is by equipping people – especially the youth – with a better understanding of money and how to manage it proactively, rather than reactively. This motivated Nola to write our first book, Money Wit: Becoming Financially Savvy - an easy-to-understand guide that teaches the basics of personal money management. She then went on to write Business Money Wit, the entrepreneur's guide to business finance, in 2018.
We are a proudly female-owned and run company with the goal of demystifying and simplifying your understanding of finance and how it can assist you in not only achieving your personal goals but also your business aspirations.
Meet The Team
Nola Rae
Founder & Owner
Nola started her career in marketing but was exposed to finances through her job in a company that sold customised financial software to corporate clients. Fascinated by the logic and power of financial information, Rae decided to shift the focus of her career to finance. She spent 15 years following a corporate career path, and then in 2007 left the corporate world to start her own company, Capstan Financial Solutions.
Nola’s inspiration for writing Money Wit stemmed from 27 years of acquired industry experience and it took her just one month to pen the book.
Although Nola eschews the stereotype of the “grey accountant”, she lives by her philosophy of sound money management.
Nola’s best tip for managing finances;
“I budget every month, as this allows me to know where my money is going, and I force myself to save money every month. Planning is the most important part of managing your money.”
Kristen Malan, CFP®
2IC & Social Media Manager
Kristen started her career in 2015 when she joined Nola at Capstan Financial Solutions and solidified her love for numbers and finance. She found her love for financial planning while completing her undergraduate degree, and in December 2021 she became a member of the Financial Planning Institute of Southern Africa, holding the CERTIFIED FINANCIAL PLANNER® certification.
Kristen has been with Nola from day one at Money Wit. Her core passion is to assist people in gaining a better understanding of their personal financial management and teaching them the fundamentals that aren’t taught in school. Her philosophy is that everyone should be armed with the knowledge that is necessary to make sound and savvy financial decisions in all aspects of their life.
Kristen’s best tip for managing finances;
“Plan ahead and always ask questions – whether you are opening a bank account or purchasing a life insurance product, equip yourself with the knowledge you need to make the right decision. It’s your money after all!”