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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Finding your freedom.

This past week, I have been thinking a lot about freedom and what it means to my life and to the lives of my clients. It could have something to do with us travelling and experiencing the wonders of Greece, but that is just a catalyst of finding some form of freedom. Freedom means different […]

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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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How Much Risk cover is enough?

In the past the answer to that question would have been, “Well, how much are you prepared to pay each month? Give me that number and I’ll tell you how much cover you qualify for.” Sounds like an alright deal, if you are buying a TV maybe! Not so great if you are ensuring your […]

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How Much Risk cover is enough?

In the past the answer to that question would have been, “Well, how much are you prepared to pay each month? Give me that number and I’ll tell you how much cover you qualify for.” Sounds like an alright deal, if you are buying a TV maybe! Not so great if you are ensuring your […]

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