Money Management

Home - Financial planning - Archive by category: Money Management

Financial Planning Tips for Newlyweds

Financial Planning Tips for Newlyweds
by Katlego Mei, CFP® Getting married is a significant milestone that brings joy and excitement, but it also introduces new financial responsibilities and challenges. As a newlywed couple, it’s essential to establish a sound financial plan that aligns with your goals and values. Here are key considerations to guide you in creating a robust financial[...]
Read More

Essential Checklist for Reviewing Your Financial Plan

Essential Checklist for Reviewing Your Financial Plan
Stienemarié Bonsma-Potgieter, CFP® – Financial Planner A well-crafted financial plan is a cornerstone of financial stability and future success. However, life is dynamic, and our financial needs and goals can change over time. A financial plan should therefore not be set in stone and should be adaptable. Regularly reviewing your financial plan ensures that it[...]
Read More

Taking a Long-Term View

Long-term and short-term views
Jonathan Theunissen, CFP® – Financial Planner The Pitfalls of Short-Term Investment Tracking An interesting contrast exists in the world of investments: while property investors rarely fixate on annual valuations, many equity investors obsessively track their portfolio’s short-term performance. This behaviour is not only counterproductive but also misaligned with the fundamental principles of successful long-term investing.[...]
Read More

Navigating the Two-Pot Retirement System: Integrating It into Your Financial Plan

the two-pot system
Katlego Mei CFP® – Financial Planner We are halfway through the year, and the time is approaching when the two-pot system will become effective. The introduction of the two-pot retirement system on September 1, 2024, aims to provide retirement fund members with more control and flexibility over their retirement investments. This system allows you to[...]
Read More

Better navigating uncertain times

Stienemarié Bonsma-Potgieter, CFP® – Financial Planner In the wake of South Africa’s recent election, we find ourselves navigating a period of significant uncertainty. During such times, making sound financial decisions to secure our future becomes crucial. This article was inspired by a quote I recently came across at a function, “The best long-term investors are[...]
Read More

Protecting Yourself Against Panic When Markets Fall

By Katlego Mei, CFP® The stock market can be unpredictable, causing sudden and dramatic changes in value that can leave even experienced investors feeling anxious and uncertain. When markets are falling, it’s natural to feel a sense of panic and uncertainty about the future of your investments. Emotions such as fear, greed, and anxiety can[...]
Read More

Enjoy the journey to financial freedom with smart money management

By Stienemarié Bonsma-Potgieter, CFP® – Financial Planner In today’s fast-paced world, it’s easy to overlook the importance of managing our finances effectively. While many of the younger generation have no long-term financial plan, there is also a growing concern that many of us may overlook the present, focusing only on long-term, future goals. While building[...]
Read More

About Galileo Capital

We are a dedicated and experienced management company for high net worth individuals and their families.

Get started…