Financial planning

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Unlocking financial success

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[...]
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Choosing the Right Financial Planner: Key Questions to Ask

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[...]
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Creating a Personalised Financial Freedom Plan

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[...]
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