Monthly Archives: December 2016

//December

Do you need Income Protection?

What is your biggest asset? Your car? Your house? If you guessed correctly not one of these two is your biggest asset.  Your biggest asset is your ability to earn an income.  A 35 year old woman earning R40 000pm has a future income of R43 000 000. (annual increase of 6.7%) As a financial [...]

By | December 15th, 2016|Blogs|0 Comments

Why the need for a financial planning blog?

I feel there are not enough go to sources for clients to get information about financial planning services and products,   without having to deal with someone trying to sell them something. Financial planning can be a daunting prospect: Where to start? How much cover do I need? What product should I get first if I [...]

By | December 15th, 2016|Blogs|0 Comments

The value of financial planning

What would you do to create an extra 1.8% return in your investment portfolio? Well, according to recent research by Morningstar, receiving some quality Financial Planning advice ought to do it. Until now the value of a good Financial Planner has been largely intangible leaving some investors questioning whether any fee is "worth it". Thanks [...]

By | December 15th, 2016|Blogs|0 Comments