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Money and Planning

Financial Freedom – how much is enough?

Financial independence, having had hundreds of conversations over the last 13 years, has lead me to believe it is more about the freedom to make decisions.
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Money and Planning

What is Income Protection?

If something happened to you, would you be able to survive on your savings? Your most valuable asset is your...
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Money and Planning

You deserve a better experience

Recently, I was reading the responses to an online survey that was looking at the public’s experiences in dealing with...
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Uncategorised

Reporting a Deceased Estate under R250 000.

How to report an Estate of R250,000 or less to the Master or to a Service point of the Master ...
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Uncategorised

Changing your financial beliefs and behavior

We often have huge expectations about what we should be doing and how we should be living or lives. This is also influenced by people around us. If you have a big friend circle, you probably have a very busy social life, which means that you spend a lot of money on social gatherings, braai’s, etc. Same goes for when you have children.
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Uncategorised

Planning to sell your business and then retire?

In my experience, retirement of the seller is the most credible reason for buyers when considering to buy a business. Most buyers are not start-up entrepreneurs and want to buy an existing established business that has a proven sustainable cash flow history.
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Money and Planning

Mediation

Mediation As A Form Of Dispute Resolution In South Africa Conflict and disputes are inevitable – be it in the...
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Investments

A Simple Savings Plan

A Simple Savings Plan Last week I posted a Tweet about a waitress I gave financial advice to whilst on holiday in...
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Money and Planning

The Importance of a Professional Executor

Why do you need a professional executor to wind up an estate? When someone dies, an executor needs to wind...
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Money and Planning

Emergency Funds – A Simple Guide

Emergency Funds - A Simple Guide Burst Geyser! Tyre Blow Out! Load Shedding Blew Your Appliances! Medical Crisis! Retrenchment! Engine...
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Money and Planning

Couples and Currencies

Couples and Currencies Guest Blogger, Paula Quinsee, shares how when we are asked ‘how you are contributing to your relationship’, we...
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Investments

Provident Fund Changes

Image by Nattanan Kanchanaprat from Pixabay Provident Fund Changes - T DAY Cast your mind back 10 years. This is when the South African...
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Investments

Tax Free Savings Accounts

Tax Free Savings Accounts Growing your wealth tax free through a tax free savings account (TFSA) can be a reality...
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Money and Planning

Your Financial Plan Has A Gap

Your Financial Plan Has A Gap Check your financial plan, are you guilty of this? Don't Fall in Love with...
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Money and Planning

Financial Resolutions You Should Consider This New Year!

Resolutions to Start the New Year Below are some of my thoughts and ideas about financial new years resolutions.  These...
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Investments

5 tips to avoid making bad investment decisions

Making Investment Decisions Can Be Easy While most of us do not have a crystal ball to predict the future,...
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