The best return you didn’t know you needed.

When it comes to investing your hard earned money, most people want the highest possible return and the least possible risk. Sound familiar? Well there is no such investment that gives you the highest return available with the lowest risk on your capital – sorry to burst your bubble. We typically find ourselves either taking […]

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My Last wishes..

17 – 21 September is national Wills week and while I have seen a few posts covered on the subject, I thought I would share a few points on the importance of having your last wishes correctly drawn up, some points on what you should definitely include in your Will and what you should exclude […]

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There she blows … AGAIN.

So after some pretty bleak GDP numbers yesterday our beloved South African Rand took another beating after the SA economy slipped into a technical recession after two quarters of negative GDP growth.If i had to ascribe the ZAR to a character it would be similar to that of Mike Tyson… […]

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Couples and THEIR Financial Planning.

Lately, I have been having more and more financial planning conversations with the complete family unit, both partners are entering into the arena and the results have been amazing. We are getting into the more meaningful part of what each of their wants and desires are and how they currently are not being addressed, purposely […]

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Should I stay or should I go?

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 […]

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Taking the plunge.

Recently, I have been having some really inspiring conversations with clients who are fed up with their current work life. I’m not talking about a bitch and moan session about how much they hate there boss or how under valued they are, or how much money they bring to the table versus the crumbs they […]

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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 […]

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Product, product, product.

Why is it that when we think of financial planning, we think “product”? When we think of retirement planning we think Retirement Annuity (PRODUCT). When we think of dying, becoming disabled, or getting cancer, we think Life Insurance (PRODUCT). When we think of our children’s future education, we think education policy (PRODUCT). When we think […]

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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 […]

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Open post

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 […]

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