Financial planning Archives | Page 5 of 5

Invest According to Your Goals, Not What Your Neighbour Says

By Katlego Mei, CFP® Investing appropriately is a crucial step towards securing your financial future, but it can be daunting. Nowadays, so much information is available on the internet and on social media. Our friends, neighbours, social media influencers, and family members seem to have lots of ideas about how we should invest. It’s easy[...]

by Stienemarié Bonsma-Potgieter
Posted on March 12, 2024
in Estate planning, Financial planning, Investing

by Stienemarié Bonsma-Potgieter, CFP® – Financial Planner In South Africa, only around 6% of people can retire comfortably and maintain their pre-retirement lifestyle. This is a concerning statistic. The sooner we start saving and investing, the better our retirement outcomes will be. We can also help improve the retirement statistics by not only taking control[...]

By Frank Daubenton, CFP® Introduction: Succession planning is a critical aspect of any business’s long-term sustainability and growth, and independent financial advisers (IFAs) in South Africa are no exception. As these professionals navigate the complexities of the financial industry, they must also consider the future of their practices. A well-thought-out succession plan ensures the seamless transition[...]

by Stienemarié Bonsma-Potgieter
Posted on February 29, 2024
in Budgeting, Financial planning, Investing

By Stienemarié Bonsma-Potgieter, CFP® – Financial Planner Saving and investing can seem like an intimidating task, especially when life is continuously throwing curveballs. There are a lot of challenges that can keep us from starting the journey to financial freedom. Let’s look at some obstacles and identify practical ways to overcome them. Common barriers to[...]

By Jonathan Theunissen Selecting a financial planner is a crucial step toward financial security and freedom. Whether planning for retirement, managing investments, or seeking guidance on debt reduction, finding the right financial planner can make a significant difference in achieving your financial goals. In this article, I explore how to choose a financial planner and[...]

By Warren Ingram, CFP® What happens when a loved one loses mental capacity? The law offers a few options, but the situation is very complex, especially when adult children try to assist a parent who loses mental capacity. This article provides some ideas of the options available to family members facing this challenging situation. 1.[...]

By Jonathan Theunissen, CFP® – Financial Planner In the journey toward financial freedom, each person’s path is unique – filled with distinct goals, dreams, and challenges. The quest to achieve financial independence is not a one-size-fits-all endeavour. Instead, it’s a deeply personal and individualised journey. Understanding the Journey Every great story, from ancient myths to[...]

Financial planning

Invest According to Your Goals, Not What Your Neighbour Says

Raising money-smart kids

Planning for Succession – A Guide for Independent Financial Advisers in South Africa

Unlocking financial success

Choosing the Right Financial Planner: Key Questions to Ask

Personal finance and mental incapacity in your family

Creating a Personalised Financial Freedom Plan

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Financial planning

Invest According to Your Goals, Not What Your Neighbour Says

Raising money-smart kids

Planning for Succession – A Guide for Independent Financial Advisers in South Africa

Unlocking financial success

Choosing the Right Financial Planner: Key Questions to Ask

Personal finance and mental incapacity in your family

Creating a Personalised Financial Freedom Plan

About Galileo Capital

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