LIFE STAGE FINANCIAL

PLANNING

"When you know your tomorrow is taken care of, enjoying today is easy."

Your financial goals and priorities change during different phases of your life. Let us help you plan for every phase.

Buying a Home

Buying a house is a weighty undertaking and several factors should be considered to determine if you are financially ready.

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Starting a Family

Embarking on the journey of starting a family is exciting, it may also be one that is filled with anxiety and ambivalence. Your time and finances are going to be impacted.

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Education Planning

Wanting the best for our children comes naturally and saving for their education is a noble undertaking while we simultaneously invest in their future success.

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A New Career

Carefully considering any job offer you receive and weighing the full value of your total benefits package can help ensure you make a career move that will keep you happy for years to come.

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Starting a Business

Starting a business can be a very demanding time in your life and career. You are working hard to make your dream a reality and you have a lot on the line.

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Protecting Your Assets & Income

You work hard to create the life you desire. Protecting your standard of living should thus be a priority.

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Getting Married

Getting married is not quite as simple as saying “I do”. There are many legal and financial aspects to be considered.

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Retrenchment

In the current economy, many companies are retrenching people as they cannot afford the keep them on. Unfortunately, it can happen to you when you least expect it.

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Planning for the Unforeseen

Losing your ability to earn an income due to illness or injury, whether temporary or permanent, can place great financial strain on you and your family.

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Divorce

Going through a divorce is said to be one of the five most traumatic life experiences. The familial, emotional, and financial concerns during this time may be overwhelming.

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Death of a Loved One

During this tragic time, family and friends can provide you with much-needed love and support. For the formalities and legalities that are brought on through death, it may be advisable to involve some professionals to assist you.

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Managing Your Savings

We easily fall into the trap of spending the money we have left after the month’s expenses, but too often that means that we do not have sufficient funds to allocate towards saving.

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Caring for Ageing Parents

Your parents spent years taking care of you. There may come a time when you need or want to return the favour.

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Retirement

After years of hard work, we all want to retire comfortably. The importance of investing sufficiently to achieve your post-retirement income goals, cannot be emphasised enough.

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Managing Offshore Investments

Having offshore investments can be great from a diversification point view but managing these assets can place additional pressure on you and your family.

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Managing a Family Business

There are thousands of family-businesses operating in South-Africa, having little separating the dining table from the board room table can be the recipe for not only a family feud but also for business conflict.

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