• 'It’s not the years in your life that count. It’s the life in your years' – Abraham Lincoln
  • 'Education is not preparation for life; education is life itself' – John Dewey
  • 'If you don’t design your own life plan, chances are you fall into someone else’s plan. And guess what they have planned for you?
    Not much.'- Jim Rohn
  • 'Your present circumstances don’t determine where you go, they merely determine where you start' - Nido Quebein
  • 'I can’t change the direction of the wind but, I can adjust my sails to always reach my destination' – Jimmy Dean
  • 'What great thing would you attempt if you knew you could not fail' – Robert H Schuller
  • ‘Don’t simply retire for something, have something to retire to’ – Harry Emerson Fosdick

Lifestyle Financial Planning

  • Planning for short, medium and long-term goals
  • Managing risk i.e. death; disability; severe illness; medical aid; short term insurance
  • Identifying the correct investment strategies aligned with lifestyle goals
  • Estate and tax planning
  • Documented Financial Plan and Strategic Lifetime Model
  • On-going reviews
  • Regular reporting and communication
  • Invitations to special client events, monthly financial planning club meetings
  • Quarterly newsletter
  • Access to the financial planner and staff when required
  • Telephonic support