Life cover

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Changing your Job?

Use this handy Financial Planning checklist! Accept new job offer. Request Pension/Provident fund statement from HR Request transfer option forms Accept you need professional help Find a Certified Financial Planning Professional® to assist you Transfer your Pension/Provident fund   Pension Fund & Group risk benefits at new job? YES Consult Certified Financial Planning Professional® Budget Sort [...]

By | February 3rd, 2017|Blogs|0 Comments

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