Enhancing families lives by making financial freedom possible.
25/04/2019
A wealth portfolio is not necessarily all based around retirement – read this great article to get another perspective - https://goo.gl/i1FbHt.
Don’t just plan for retirement, plan for a long life And let your post-retirement savings get to work for you.
23/04/2019
It’s reported in Fin24 that there are many areas that Entrepreneurs can still create wealth in a recession. Just three are security, funerals and Education. Another is astute financial management and planning. Many people make money through savings and investments even in the toughest times!
18/04/2019
The best time to begin to grow wealth is when you are young. Many people wish they had known earlier how the financial decisions you make today will affect tomorrow. Here are some great tips to share with the youth to prevent them from making the mistakes you might have made: https://goo.gl/KAiyGu.
Top tips to secure your financial future Starting your savings plan the right, less painful way.
16/04/2019
Saving for a holiday or perhaps a deposit on your house or car? What's the best way to save over the short term? We have all heard about the short term options like Endowments and Unit Trusts for eg. But which of these two are the better option? Here is an article that will help you decide.
Choosing between unit trusts and endowments Unit trusts and endowments are the two most common discretionary investment options and should be made use of, explains an expert.
11/04/2019
Gary Player always said ‘The more I practice the luckier I get.” This article reminds us that good financial practice too never hinges on luck!
Don't wait for lady luck Money does not grow on trees, and it is very unlikely that you will win the lotto. Simply put: Financial success comes down to discipline and living within your means.
09/04/2019
The simple reality is that a deceased estate can be tied up in red tape for months or even years if no formal will is in place. Your Financial Advisor can have one drawn up and is an excellent choice as an Executor, as they are generally handling your financial affairs in any case.
04/04/2019
Unforeseen costs are something that beset all of us at some time or another – it is really almost unavoidable. As much as your Financial Advisor will always prompt long term investments, liquidity in estate and short term insurance are also important and can easily be achieved within your financial portfolio.
02/04/2019
It would be wise to "do your homework" before you decide on the financial advisor you will entrust the planning of your future to, says Daphne Rampersad of investment planning at Liberty.
She provides some smart tips on what to ask a financial advisor before you decide which one to use.
Smart tips: what to ask your financial advisor It would be wise to "do your homework" before you decide on the financial advisor you will entrust the planning of your future to, suggests an expert.
28/03/2019
South Africans struggle to save...and here's why!
Why South Africans struggle to save South Africans are indeed debt-laden, but one of the reasons they struggle to save is impulsive buying behaviour, says a debt expert.
26/03/2019
RAs: The best by far!
10 reasons why this is BY FAR the best way to save for retirement!
Here is a great article from a while back that highlights some of the key reasons as to why you should invest in Retirement Annuities.
10 reasons why this is BY FAR the best way to save for retirement Is there a single best way to build your wealth so you can retire with dignity? Yes, there is, despite costs and limitations.