Making better choices
is not always this easy

 

Values

  • we believe our clients are our greatest asset.
  • we will meet the needs of our employees by providing security and opportunity to those employees willing and able to meet the increasing demands of the evolving marketplace.
  • we believe that our customers should always be treated in the same manner that we would want to be treated.
  • we will meet the needs of our customers by providing them the security, products and services they expect.
  • we believe the service we provide is critical to our customers and the well being of our clientele.
  • we believe that earning a profit is good and contributes to the financial security we provide to our customers.
  • we believe in having fun.

 

Budgeting For Christmas – How Not to Go into Debt Over the Festive Season

[Title]

The festive season can be a time of financial strain as the pressure to spend on gifts, meals, and decorations mounts. Practicing effective budgeting for Christmas is essential to ensure you enjoy the season without sacrificing your financial stability or going into unnecessary debt.

Read More ...
Posted by Gary Walker on Wednesday, December 4, 2024 Views: 147


Your Guide to Retirement Planning in South Africa

[Title]

The goal of retirement planning is to ensure that you have enough resources to support yourself and maintain your quality of life throughout your retirement years. Without a solid plan, many retirees risk outliving their savings or facing unexpected financial challenges.

Read More ...
Posted by Gary Walker on Saturday, November 16, 2024 Views: 307


Liquidity Planning and Financial Planning in South Africa

[Title]

Liquidity in financial planning refers to the availability of cash or assets that can be quickly converted into cash without significantly reducing their value. This concept is essential for meeting short-term financial obligations and ensuring cash flow.

Read More ...
Posted by Gary Walker on Tuesday, October 15, 2024 Views: 340