Making better choices
is not always this easy

 

Vision

  • to provide our clients with financial planning ensuring capital wealth growth.
  • to provide our clients with a full range of independent financial planning solutions, from the whole market.
  • working as a team, deliver superior products and services to our valued customers
  • emphasise strong customer relationships and a high level of community involvement
  • provide a culture which attracts, empowers, rewards and provides growth opportunities for employees.

 

Debt is Not Always Good, but Not All of it is Bad

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The general rule with spending money is that you should only spend what you can afford to spend, on things that you really need. And, if you cannot afford to buy what you really need right now, take a few months to save up for it, rather than taking out unnecessary credit.

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Posted by Gary Walker on Friday, November 26, 2021 Views: 0


Understanding Debt in South Africa – What is Debt?

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Although not all debt is bad, it’s important to know that even good debt can become bad if it’s not managed smartly and you cannot afford to pay it. The unfortunate reality is that South Africa is one of the countries with the most debt in the entire world. What’s worse is that South Africans tend not to save much either.

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Posted by Gary Walker on Sunday, November 21, 2021 Views: 43


Important Questions to Ask Your Financial Advisor

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So, you have decided to speak to a financial advisor about your personal financial planning but you’re not sure what kind of questions you need to ask to make sure the person or company you have chosen is the right fit for you.

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Posted by Gary Walker on Tuesday, October 26, 2021 Views: 100


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