8 Quick Tips To Keep Your Financial Planning On Track
1. Assess your 2017 plan progress. Look at any areas of your 2017 written financial plan that you have not yet accomplished and endeavour...
FINANCIAL PLANNING TIPS FOR 2018
A recent survey showed that in terms of retirement literacy, many people leave a lot to be desired. In fact, 80 percent of the...
7 Things A Financial Advisor Can Help You Do
7 things your planner can help you do 1. Set realistic goals and take steps to achieve them. 2. Save for education. 3. Plan and save for...
Six trading and investment mistakes to avoid
The investment environment has changed dramatically over the past 15 years. Today, investors have access to company information within...
Holistic Approach To Financial Planning
I am an independent financial advisor, taking on a holistic approach to financial planning. Looking at wealth protection as well as...
The 10 Point Checklist Before The Silly Season Starts
The holiday season is around the corner and our schedules are jammed packed with events, shopping, last minute work commitments and...
Your current income should dictate your retirement income
Most South Africans don’t know how much money they will need in retirement. The World Bank reports that less than 6% of South Africans...
Who Needs A Financial Advisor Anyway
We often surprisingly hear potential clients say that they can get independent financial advice from a friend or a self-taught financial...
Tick tock, tick tock: Financial planning in your 40s
In your 40s your long-term commitments, like a home and family, are likely to be dominating your life. Making the right financial plans...
Know the difference between disability and impairment cover
There are different types of assurance products that cover you if you become disabled. You need to know the differences in order to make...
