This is a conversation that I have been having with clients for many years, but it is now becoming more and more prevalent in their lives. To leave SA or not? It has also become quite a hot topic around the dinner table, it’s almost like we feel the need to have the conversation, but […]
Continue readingMore TagCategory: education
Successful Women and their financial plan.
In light of women’s day tomorrow and August generally being the month to celebrate the women in your life, I thought I would touch on a few points that the successful women clients that I work with have always addressed and emphasized as being critical to their financial plan. Building and protecting their Legacy: This […]
Continue readingMore Tag
Scary Market Conversations
Scary Market Conversations. Are you having them with your financial planner? Are they having them with you? Do you want to be having them or do you just want someone to blame for the lack of market returns? The Truth of the matter is that we are living in SCARY MARKETS, there is so much […]
Continue readingMore TagScary Market Conversations
Scary Market Conversations. Are you having them with your financial planner? Are they having them with you? Do you want to be having them or do you just want someone to blame for the lack of market returns? The Truth of the matter is that we are living in SCARY MARKETS, there is so much […]
Continue readingMore TagEducation Planning, what it is, what it isn’t, and why its important…
Not unlike retirement annuities, most people cringe when hearing the term education policy, it brings up emotions of being sold a policy on the back of a an empty promise that it will provide for your child’s education when in reality it is never able to do so off the back of your measly monthly […]
Continue readingMore TagEducation Planning, what it is, what it isn’t, and why its important…
Not unlike retirement annuities, most people cringe when hearing the term education policy, it brings up emotions of being sold a policy on the back of a an empty promise that it will provide for your child’s education when in reality it is never able to do so off the back of your measly monthly […]
Continue readingMore Tag