Financial Planning

November 16, 2020
Planning reduces anxiety
We don’t plan because we fear the future. We plan because we realize we can enjoy today more by reducing […]
November 9, 2020
What lockdown taught us about wills
When lockdown happened, it happened fast. For some, there were only a few days to prepare for an indeterminate time […]
November 2, 2020
Anxiety and our money
Most of us would gladly jump at the opportunity to have more money. Very few people are likely to say […]
October 19, 2020
Who wants to save more?
This is not such an easy question to answer. Many of us may shoot up our hands, quickly realizing that […]
October 5, 2020
How much is enough?
Medical aid (including insurance products) contributions need to form part of our overall financial planning. Every year these products are […]
June 1, 2020
Mid-Year Money Check
Many of us only look at our financial plan when we receive a windfall (this is not often…) or when […]
June 1, 2020
Living annuities and how they affect your living
Oh, the ironies of life…  One of South Africa’s most contentious laws regarding annuities states that a retirement fund may […]
May 25, 2020
Words that will make (or cost) you money
Communication around your finances is crucial if you want to be more mindful and intentional around wealth creation. There are […]
May 18, 2020
Hold onto your life cover
Sometimes it feels like this conversation is a broken record, constantly going round and around on the same track: people […]
Book a call