How to navigate during the most vulnerable times in your life. Financial Transitions Planning in South Africa is still very new, but it couldn’t be more timeous! So many of my clients share stories of how vulnerable times in their lives, times of trauma and transition, have decimated their financial journey. As a financial planner, I have conversations with my clients where we deal with quite a lot of what’s going on in their lives. It […]
Continue readingMore TagCategory: Financial Planning
How we create more meaningful conversations
Over the last few years my personal journey has become both a guide and a ‘testing ground’ for how I help my clients bring the human side to their financial planning. Recently, I spoke with Kate Holmes about some of the tools and qualifications that I have explored and obtained in order to do this. In a nutshell, it’s focussed on the human side of money (without side-lining or devaluing the qualifications that make me professionally […]
Continue readingMore Tag
Different money personalities
Dealing with money matters can feel like negotiating a minefield for many couples, which is highlighted in this article by Maya on Money. Money has been cited to be the biggest reason for divorce, and differing attitudes towards money in any relationship can cause friction. So let’s take a look at some basic ‘money personalities’ and you can decide with which you most identify. This may not only help you to manage your relationships, but also […]
Continue readingMore Tag
Should we trust in trusts?
We live in uncertain times, so it is natural for many parents to want their children to have financial security, without money worries on top of everything else. Many parents also wish to build their wealth to such an extent that it will be passed down for generations to come, and a recent article published in Maya on Money examines the use of trusts to create intergenerational wealth and ensure a financial legacy. No matter how […]
Continue readingMore Tag
5 key financial terms explained
Do you nod along blankly when someone talks about unit trusts, or do your eyes glaze when you hear the word ‘annuity’? Do you wish investment terms weren’t so complicated or full of abbreviations? It’s easy to get confounded by the use of financial jargon if you haven’t been trained in the financial services industry or been exposed to the world of investments before. But don’t let that put you off. It’s just a question of […]
Continue readingMore Tag