Consultations by The Hour
A straightforward consultation by the hour gives you direct access to independent financial advice, wherever you are.
In this one-hour session (R2 250), we’ll tackle your key financial questions head-on – with practical solutions and no product selling.
After the consultation, you’ll receive a summary of key takeaways and, if needed, clear next steps to help you move forward confidently.
Common Financial Concerns Addressed
TRUSTS | SITUS TAX | INVESTMENT TAX
Here, we explore the benefits of offshore trusts, navigate the complexities of situs tax, and discuss strategies to minimize taxes on both local and offshore investments.
Guidance After Retrenchment and Resignation
Facing uncertainty after retrenchment or resignation can be overwhelming. This session offers a structured framework to effectively manage and adapt to new financial circumstances, helping to reduce financial worry.
INVESTMENT VS. DEBT MANAGEMENT
Balancing investments with debt can be challenging. Scenario planning and effective analyses will ensure you follow the optimal path forward.
BEHAVIOURAL COACHING
Behavioural coaching helps investors recognize and manage their emotions, preventing impulsive decisions during market volatility. This emotional discipline can help you stay the course and avoid costly mistakes.
SUSTAINABLE INCOME IN YOUR RETIREMENT YEARS
Concerned about the sustainability of your income stream in retirement? This discussion will objectively analyse areas to potentially optimize and ensure long-term stability.
BUSINESS INTERESTS PROTECTION
Discover how effective keyman risk cover and buy-sell agreements can safeguard your business. Assessing the risks will lead to cost-effective recommendations that protect your company’s future.
IS MY PORTFOLIO OPTIMALY STRUCTURED
Ensuring your portfolio is optimised means verifying that it is strategically aligned with your financial goals and designed to achieve the best possible outcomes.
PERSONAL RISK MANAGEMENT
Assess and calculate your risk needs to determine appropriate insurance coverage, such as life and disability insurance. Recommendations will ensure you’re not paying for cover you don’t need, allowing those funds to be better used for paying off debt or investing.
BUDGETING AND CASH FLOW MANAGEMENT
Create budgets and cash flow plans to ensure you live within your means and save for your financial goals. This approach helps manage finances effectively and supports long-term financial stability.
RENTING VS. PURCHASING PROPERTY
Unsure whether to rent or buy a property? An analysis of your circumstances and financial goals will help make an informed decision.
Common
Financial
Concerns
Addressed
TRUSTS | SITUS TAX | INVESTMENT TAX
Here, we explore the benefits of offshore trusts, navigate the complexities of situs tax, and discuss strategies to minimize taxes on both local and offshore investments.
GUIDANCE AFTER RETRENCHMENT | RESIGNATION
Facing uncertainty after retrenchment or resignation can be overwhelming. This session offers a structured framework to effectively manage and adapt to new financial circumstances, helping to reduce financial worry.
INVESTMENT VS. DEBT MANAGEMENT
Balancing investments with debt can be challenging. Scenario planning and effective analyses will ensure you follow the optimal path forward.
BEHAVIOURAL COACHING
Behavioural coaching helps investors recognize and manage their emotions, preventing impulsive decisions during market volatility. This emotional discipline can help you stay the course and avoid costly mistakes.
SUSTAINABLE INCOME IN YOUR RETIREMENT YEARS
Concerned about the sustainability of your income stream in retirement? This discussion will objectively analyse areas to potentially optimize and ensure long-term stability.
BUSINESS INTERESTS PROTECTION
Understand the importance of keyman risk cover and buy-sell agreements for your business. We’ll assess the risks and provide cost-effective recommendations.
IS MY PORTFOLIO OPTIMALY STRUCTURED?
Ensuring your portfolio is optimal means verifying that it is strategically aligned with your financial goals and designed to achieve the best possible outcomes.
PERSONAL RISK MANAGEMENT
Assess and calculate your risk needs to determine appropriate insurance coverage, such as life and disability insurance. Recommendations will ensure you’re not paying for cover you don’t need, allowing those funds to be better used for paying off debt or investing.
BUDGETING AND CASH FLOW MANAGEMENT
Create budgets and cash flow plans to ensure you live within your means and save for your financial goals. This approach helps manage finances effectively and supports long-term financial stability.
RENTING VS. PURCHASING PROPERTY
Unsure whether to rent or buy a property? An analysis of your circumstances and financial goals will help you make an informed decision.
Please don’t let financial uncertainties create anxiety or hinder your progress.
Reach out for professional assistance, it will make your life that much easier.