Joe Webster Financial Advisor

Wills form such a key role in our planning. However, engaging in this process can be clumsy, confusing, and a little hairy because where there’s a will – there’s a relative! Speak with me to determine your needs and provide professional advice on any problems that may arise, before forming your estate plan and drafting your will.

As a financial advisor, we assist clients in helping them create or manage their personal cash flow, grow your investment portfolio's which in the long term creates generational wealth.

Put measures in place in case unforeseen life events happen, your loved ones will be taken care of.

We assist you in taking care of YOU financially.🙂

https://www.iol.co.za/personal-finance/my-money/estate-planning-is-an-essential-part-of-your-savings-and-investment-plan-b68b60ab-e919-41aa-bdcc-4f5980302ea6

Estate planning is an essential part of your savings and investment plan Opinion: An estate plan is designed to preserve and legally protect assets during a person’s lifetime while ensuring that these assets are distributed effectively to succeeding generations when that person dies.

Don’t ever think that only wealthy people can be assisted by Financial Advisors – remember, the smallest seed can grow into the tallest tree so talk to me – I’m here for you!🙂

We need to be reminded from time to time that life is tenuous and that a critical illness can turn your world upside down in an instant. It is vitally important to have critical illness cover and income protection, which is why such policies are recommended when putting together a well-rounded portfolio. Talk to me to get you covered.

https://www.moneyweb.co.za/qa/advisor-questions/what-is-longevity-risk/

What is longevity risk? It's the risk that your investment capital won't last as long as you do – and mitigating against it is an important part of the retirement planning process.

You may have no control over market returns, tax policy, economic growth, or other investors' actions. However, you have control over how much money you save, which is the best investment decision you can make. Sometimes the most boring advice is the most important! Speak with me and let's start saving smart!🙂🙌

Quote of the day! 🙂📃

A finance funny 😆

Women, on average, live longer than men. It’s essential to consider all of life’s ‘what-if’s,’ such as surviving your spouse or keeping your home if a loved one passes away. Talk to me, I would like to help prepare you for these ‘what-if’s'.