Making better choices
is not always this easy

 

Vision

  • to provide our clients with financial planning ensuring capital wealth growth.
  • to provide our clients with a full range of independent financial planning solutions, from the whole market.
  • working as a team, deliver superior products and services to our valued customers
  • emphasise strong customer relationships and a high level of community involvement
  • provide a culture which attracts, empowers, rewards and provides growth opportunities for employees.

 

Your Guide to Retirement Planning in South Africa

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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.

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Posted by Gary Walker on Saturday, November 16, 2024 Views: 56

Liquidity Planning and Financial Planning in South Africa

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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.

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Posted by Gary Walker on Tuesday, October 15, 2024 Views: 227

Estate Planning in South Africa - The Do’s and Don’ts

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Estate planning is a complex process that requires careful consideration and attention to detail. Even with the best intentions, it’s easy to make mistakes that can lead to unintended consequences, such as disputes among heirs, unnecessary taxes, or the mismanagement of assets.

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Posted by Gary Walker on Thursday, September 19, 2024 Views: 306