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Debt and financial planning
Debt can be an obstacle in preventing you from living your best life possible with the money you have. Debt can spiral out of control quickly and too much debt can cause stress, family pressure and even affect your work. The first step to a successful financial plan is to set up a budget and […]
Continue readingFinancial planning pricing
Standard An asset map is provided to all clients, which includes a target map on how to achieve your needs and goals. Ongoing servicing and reviews are included, and the fees are not payable directly by you, as fees are earned by way of: Standard commissions earned on products (e.g. insurance policies and medical aids) *Ongoing […]
Continue readingThe impact of COVID-19 on your investments
Markets across the globe, collapsed in March, and although these have somewhat recovered in April, if you received your quarterly statements you would have seen a drop in your market value. This can be quite frightening, and you may have a feeling that you need to do something. It is best not to change your […]
Continue readingDo you have a sensible living annuity?
A living annuity should be viewed as a long-term investment, and most people need to be invested and draw an income for 20+ years. The 3 main purposes of your living annuity are: To generate an income for you, and to ensure that you money lasts for your lifetime. But, in the event of your […]
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