18/12/2021
Lakshmi Brokers
We are a holistic financial planning practice providing financial advice on investments, budgeting,
As a holistic financial planning practice, we offer sound advice on all of your financial needs. We will sit down with you to properly look at your current financial situation (including assets, income, expenses, lump sum gains, etc.) to help you make the right decisions, and you leave with a good understanding of what your long term decisions are and why you made them. See our story alongside for more information on who we are and how we can ensure your finances are in good hands.
18/12/2021
09/08/2021
Happy Women's Day from the Lakshmi Brokers Team! ๐
"Just got some good news from my financial planner!
He told me Iโd only have to keep working 3 years after I die to afford my retirement."
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Don't worry, this is avoidable - so long as you start sooner rather than later and create a multifaceted portfolio to supplement your retirement planning.
Chat to us to find out where you can start! ๐งฎ
28/07/2021
The end of the month is a great time to look at how much money you have to work with for saving or investing.
Read this insightful blog from 22seven to learn the difference between the two and see what the best next step is for you.
Get in touch with us if you're ready to explore what your end-of-the-month money can do for you ๐ธ
Saving and investing: Whatโs the difference? ๐ July is National Savings Month, and the focus is on making your money work for you! Saving and investing are two strategies that you can use to reach your financial goals. The terms are often usedโฆ
22/07/2021
We hope everyone is staying warm and dry in Gqeberha's wet and wild weather today! โ
Chat to us to take the first step towards your life insurance โ๏ธ
13/07/2021
In the wake of what the country is going through, here is something you might need to know:
Certain insurance companies automatically include SASRIA cover (a special risk cover for civil commotion, strikes, riots, public disorder and terrorism) when you take out short-term insurance policies with them.
It is unfortunate that this is a real risk in South Africa that can come up at any time without warning, and the effects can be bad enough to shut down small businesses who are not prepared.
If you need to have a closer look at your policies, get in touch with us.
โค๏ธ๐ฟ๐ฆ
12/07/2021
Speaking of the Euros... ๐
Denmark forward Martin Braithwaite is one of the richest footballers in the world - and it has nothing to do with his career at Barcelona.
But why is this noteworthy? Because he has multiple sources of passive income ๐ก
Unfortunately, a retirement annuity/pension fund alone is not always enough for a comfortable retirement - and that's why we should be looking out for ways to supplement our retirement funds.
Read the Danish semi-finalist's story for some inspiration โฝ๏ธ๐ธ
America at Large: Martin Braithwaite puts his money where his mouth is Denmark striker is working on ways to offer greater opportunities to African-Americans
08/07/2021
Attention all couples! ๐ข
Getting married is a merging of two hearts and lives โ but in all practical senses, it's also a financial merger.
Watch this short video to simplify the conversations that you need to have to make a success of it all ๐๐ก๐ถ
5 Money Questions to Ask Your Partner! You can check out Google's Science Journal app at http://g.co/ScienceJournalNothing is less romantic than talking to your partner about their financial histo...
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Location
Category
Website
Address
196 Cape Road
Port Elizabeth
6001
Opening Hours
| Monday | 08:30 - 16:30 |
| Tuesday | 08:30 - 16:30 |
| Wednesday | 08:30 - 16:30 |
| Thursday | 08:30 - 16:30 |
| Friday | 08:30 - 15:30 |