Financial planning Archives | Page 5 of 6

The Benefits of Consolidating Investments onto Fewer Platforms

By Jonathan Theunissen, CFP® – Financial Planner The Benefits of Consolidating Investments onto Fewer Platforms In the intricate world of wealth management, the strategic consolidation of investments onto fewer platforms can offer substantial benefits, particularly for high-net-worth families and individuals. Streamlining your investment holdings not only simplifies your financial life but also enhances cost efficiency and[...]

Pot of coins acting as soil for a young plant sitting on a table.

by Katlego Mei
Posted on May 22, 2024
in Financial planning, Insurance, Money Management

By Katlego Mei, CFP® Over the years, I have realised how people enjoy discussing strategies to build and preserve wealth. It makes sense because it is a positive discussion. As people, we prefer to talk about our hopes, dreams, and aspirations. The conversation around planning for what could go wrong is often less enjoyable for[...]

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[...]

Retired couple enjoying financial freedom

by Jonathan Theunissen
Posted on May 9, 2024
in Financial planning, Investing, Retirement

By Jonathan Theunissen, CFP® – Financial Planner Sixty-five is the age most associated with retirement, largely because it’s when Social Security payments in the US have historically begun paying out. When President Franklin D. Roosevelt signed the Social Security Act in 1935, the average life expectancy was only about 61 years. Over the course of the[...]

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.[...]

Financial planning

The Benefits of Consolidating Investments onto Fewer Platforms

Don’t forget to Protect Your Financial Future!

Enjoy the journey to financial freedom with smart money management

What’s Your Retirement Dream?

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

About Galileo Capital

Search

Categories

Services

Contact Us

Financial planning

About Galileo Capital

Search

Categories

Stay informed with expert financial insights

By subscribing, you consent to receive direct marketing communications from Galileo Capital. You can unsubscribe at any time.