Do you want to begin your 2015 financial year on a good note? Then what better time to review your financial plan! A financial plan provides you with the financial security to overcome unforeseen events and map out a financial future for yourself. When creating a financial plan you need to identify key achievable goals […]
Category Archives: Budget
HOW DOES YOUR BUDGET SHAPE UP IN SA?
Whilst I always view clients within their unique situation and tailor their financial plans to their needs and goals, part of knowing how to guide them involves an awareness of current trends and the economic landscape. One of these measures is found in the Old Mutual Savings & Investment Monitor that was published in early […]
GAIN CONTROL OVER YOUR MONEY
There is a myth that Ostriches, when faced with danger, bury their heads in the sand. Although it is not found to be true in nature, many of us tend to behave like this when faced with our monthly budget… Financial behaviourists actually call the avoidance of perceived risky financial situations by pretending they do […]
PLANNING FOR THE UNEXPECTED
How can you plan for the unexpected… and, if you’re expecting it, then how can it be unexpected? Well, those are good questions! Planning and arranging your spending plan to include the ‘unexpected’ is a wise approach to take. When we talk about unexpected costs we generally mean services or commodities that are over-and-above what […]