Financial Planning

Posted on: 16th March 2020

Freedom of expression – what our spending says about us

The way we spend our time and the way we spend our money says what’s really important to us. Rick Warren It’s really easy to spot the errors in other people – too easy in fact! However, when it comes to our own blindspots, it’s not as easy to spot the errors in our thinking. Holding […]
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Posted on: 9th March 2020

Freedom to invest, better

The best time to plant a tree was 20 years ago. The second best time is now. Chinese Proverb We officially live in a world where COVID-19 is a milestone in human history. Perhaps we shouldn’t call it a milestone but a waypoint? Regardless, few people alive today, and in generations to come, will know […]
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Posted on: 2nd March 2020

Freedom of choice

“In the truest sense, freedom cannot be bestowed; it must be achieved.” Franklin D. Roosevelt We live in an age where freedom is considered one of our greatest, basic human rights. Freedom comes in many forms, but as Franklin Roosevelt said, it’s something we need to achieve for ourselves, it is not something that we […]
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Posted on: 24th February 2020

Financial literacy: PART 2

“Children must be taught how to think, not what to think.” – Margaret Mead Teaching your children to be financially literate can be one of the greatest life gifts you give them. You’ll be teaching them about the values of financial independence and management. Learning about personal finance at home can be a more enjoyable […]
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Posted on: 17th February 2020

Financial literacy – PART 1

“Today the greatest single source of wealth is between your ears.” – Brian Tracy Learning about how to build wealth is something most of us desire. Yes, we know the basics of budgeting but we still need to gain a deeper awareness of financial management and literacy. We constantly need to learn better money habits […]
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Posted on: 10th February 2020

What to consider when saving for education: PART 2

“An investment in knowledge pays the best interest” – Benjamin Franklin We never stop learning. And, the older we get, the more we know how little we know! For some of us, learning happens in the school of life, for others, we need to choose a more dedicated and focussed channel for tertiary education. Planning […]
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Posted on: 3rd February 2020

What to consider when saving for education: Part 1

“Education is the most powerful weapon which you can use to change the world.” – Nelson Mandela Education is not about learning what to think, but rather it’s how to think and thrive in the world. Whichever route you decide to take, it’s going to involve spending money. Whether you send your children to a […]
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Posted on: 27th January 2020

Helping your parents plan

“Old age comes on suddenly, and not gradually as is thought.” – Emily Dickinson The cost of money-silence is high. According to an article on pbs.org, half of all nursing home expenses are ‘paid-out-of-pocket by families.’ Some research has shown that adult children are paying an average of R150k per year for their parents’ care. […]
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Posted on: 20th January 2020

Recognizing your kids in your wealthspace

“Children are not things to be molded, but are people to be unfolded.” – Jess Lair Kids are learning all the time. It’s not just when we’re ready to teach them, arrange a lesson or send them to school. As we grow older, we’re reminded that learning never ends either. With this in mind, your […]
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Posted on: 13th January 2020

Have thriving conversations with your team

“Individually, we are one drop. Together, we are an ocean.” – Ryunosuke Satoro In a world where water is an intrinsically valuable resource, it’s a great analogy for the value of teamwork and community. Whether you’re a leader or a team-player, great intentions make very little impact when they aren’t turned into great conversations. Part […]
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