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The Business of Advice | Challenges of Being Both Financial Planner and Business Owner

By Kevin Feather, Head: Galileo Financial Planning In the world of personal finance, few roles are as demanding or as rewarding as those of a financial planner. But when the planner also assumes the role of a business owner, the complexity multiplies. Balancing client service with business management requires a unique blend of technical expertise,[...]
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Money and independence: Why every woman needs her own financial plan

Stienemarié Bonsma-Potgieter, CFP® – Financial Planner Financial independence is a cornerstone of personal freedom. For women, this is especially important. Too often, financial planning gets delayed or left in someone else’s hands. The reality is that every woman needs her own unique plan. A financial plan is more than a savings account or a retirement[...]
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Merging Money: How to Successfully Combine Finances as a Couple

By Jonathan Theunissen, CFP ® Money is one of the most common sources of stress in relationships, but it doesn’t have to be. Whether you’re newly married or moving towards marriage, aligning your approach to money can create harmony, build wealth, and strengthen your relationship. While there are different ways couples can manage their finances,[...]
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Navigating Your Finances After Divorce

Stienemarié Bonsma-Potgieter, CFP® – Financial Planner No one goes into marriage with the intention of divorcing but unfortunately it is sometimes part of life. Divorce brings forward a lot of changes, including to your financial life. Understandably this is a very difficult time but planning your financial future after divorce is essential, especially when children[...]
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The Power of Cash 

by Stienemarié Bonsma-Potgieter, CFP® – Financial Planner  In the world of financial planning, it’s easy to get caught up in complex strategies and big investment words. Sometimes, the simplest tool can be the most powerful. That’s where cash can play a role. In this article, we’re going to explore how cash can support you in[...]
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