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.

 

The Importance of Emergency Funds in Financial Planning

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The concept of an emergency fund is rooted in the principle of preparedness. While we can budget and prepare for monthly bills, groceries, and even leisure, there are always events that catch us off-guard. These unexpected events can create significant financial struggle, leading to stress and potential long-term financial setbacks.

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Posted by Gary Walker on Wednesday, September 27, 2023 Views: 29

Understanding the Basics of Personal Financial Planning

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Personal financial planning is a systematic approach to managing one's finances, ensuring that current needs are met while also preparing for future financial goals and uncertainties. At its core, it's about strategizing and making informed decisions to achieve specific financial objectives.

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Posted by Gary Walker on Thursday, September 21, 2023 Views: 28

The Strategic Adjustment That Can Amplify Your Business's Worth

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Crafting a compelling argument for multiple adjustments can significantly elevate your profit and, consequently, your business's valuation in the South African market. This process leans more towards strategic interpretation than rigid metrics. It's crucial to defend each adjustment, emphasizing the potential profitability under an acquirer's stewardship.

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Posted by Gary Walker on Wednesday, September 13, 2023 Views: 92