April 2021

Financial Planning: Hope for the Best but Prepare for the Worst

Photo by Andre Taissin on Unsplash “Hope for the best but prepare for the worst” is an age-old English proverb that rings true, especially in these present times we’re living in. It is crucial to prepare for tough times, especially when you are flourishing financially. Although it may be hard to foresee any hiccups that may present turmoil in the future, it is wise to […]

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Everyone is at a different stage in life. Perhaps you have teenage children and need advice on how to pay for their tertiary education. Or maybe you only have two years’ worth of pay cheques left, and need to know how to make sure you can live comfortably in your retirement.

Whatever your requirements, we understand that entrusting someone with your financial future can be scary. You want someone you can rely on, and whose honesty, morals and integrity are beyond reproach. Someone ethical and understanding, who will take the time to fully understand your needs, and then find a solution that meets them.

You also need someone who understands that life is not static. Your circumstances and needs are constantly evolving. This is why effective financial planning should always be a work in progress.