Wills
When we move on to the next planet, we neither take with us the assets that we have amassed nor can we consume all of these in our life-time. A will ensures that the wealth is passed over to those deserving.
Do you have a Will?
- If so, when last was it reviewed?
- If not, why not?
Personal Budget
Personal BudgetA personal budget provides a framework within which expenditure is measured against income, the object being to strike a favourable balance.
Read MorePersonal Financial Planning
The personal financial planning process involves determining how individuals or family financial goals can be achieved through proper deployment of financial resources. The process, however, takes place in a particular environment and can never be a one-size-fits-all exercise.
Read MoreEstate Planning
Estate Planning can be seen as a series of steps to be followed to ensure that when you pass-on, your property is handled according to your wishes and that the value of your assets is protected.
Read MoreEstate Planning Manual
Estate Planning ManualThis manual is intended to provide basic insights in what constitutes an estate and how the estate undwinds after death.
Read More“Communication is the real work of leadership in finance”