When and how to retire

Wouter Fourie When and how to retire 20Aug2024

When and how to retire Determining how much is enough for retirement involves careful planning, realistic goal-setting, and regular review.   By Wouter Fourie (CFP®) Director of Ascor® Independent Wealth Management. Wouter Fourie is Past winner of the FPI Financial Planner of the Year competition and the co-author of The Ultimate Guide to Retirement in …

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Mid-Year Money Makeover How to Stay on Track with Your Financial Goals

Dylan Rodrigues Mid Year Money Makeover How to Stay on Track with Your Financial Goals 26July2024

Mid-Year Money Makeover How to Stay on Track with Your Financial Goals   By Dylan Rodrigues   As you transition into the second half of the year, it is crucial to revisit and reassess your financial goals. For many of us, the start of the year represents an opportunity to set out ambitious new year …

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Staying on Track in a Changing World – Revisiting Your Financial Goals

Werner Pienaar Staying on Track in a Changing World Revisiting Your Financial Goals 22July2024 (1)

Staying on Track in a Changing World Revisiting Your Financial Goals   By Werner Pienaar CFP®   In these challenging economic times, it’s essential for one to reassess and adjust your financial goals. The rising cost of living and high interest rates demand a strategic approach to ensure financial stability and long-term success. Here are …

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A long-term or short-term investment strategy – does it really matter

Dane Potgieter A long-term or short-term investment strategy - does it really matter 25June2024

A long-term or short-term investment strategy – does it really matter?   By Dané Potgieter   Embarking on the journey of investments can feel daunting to step into with different types of strategies, each promising a different outcome. For newcomers, the distinction between a long-term and short-term investment strategy might seem like a foreign concept. …

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Failing to plan is planning to fail

Werner Pienaar Failing to plan is planning to fail 28Apr2024

Failing to plan is planning to fail   Financial planning is the process of setting and achieving financial goals through the effective management of finances. It involves assessing one’s current financial situation, identifying financial objectives, and developing strategies to meet those objectives over time.   By Werner Pienaar (CFP®)   Financial planning encompasses various aspects …

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Part 1: Why pay for Professional Advice?

Martin de Kock part1 Why pay for Professional Advice 19Mrt2024

Part 1: Why pay for Professional Advice?  By Martin de Kock CA(SA) CFP® Director of Ascor® Independent Wealth Managers   In the complex world of finance, the guidance of a financial advisor can be a game-changer for individuals striving to secure their financial future and make informed decisions aligned with their goals. You wouldn’t proceed …

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