This new suite of services has been designed specifically from the requests of your fellow students and will provide you with invaluable tools from our wealth planners that will guide you towards meeting your financial goals. This subscription service is available to all Financial Fitness Graduates and we are inviting you to enroll. 

What does my Wealth Planner membership offer?

2 Personal Financial Consultation Reviews per year

Unlimited Over-The-Phone Assistance

1 Course Re-sit per annum

Retirement Planning with Financial Analysis Spreadsheets

· Financial Fitness Worksheets

R78 per month

 

 

Personal Financial Analysis Review

Our analysts will complete a comprehensive, holistic financial analysis and review of your financial needs and goals. This will ensure that you continue Building Wealthy Habits.

Over-The-Phone Assistance

Independent financial advice is just a phone-call away. Should you have animportant financial decision to make, you should run it by us first. Then you can rest assured that you’ve made the best choice currently available.

Course Re-sit

To ensure that the Financial Fitness steps are fresh in your mind, book in for a re-sit of our workshops. Because we often add new material, this will also keep up-to-date with recent developments.

Retirement Planning

Most people never retire (or retire destitute) simply because they failed to plan.
The help you receive now will make your golden years sparkle.

Estate Planning

You’ve worked hard for your money so why shouldn’t you and your family keep most of it? Careful estate planning will ensure that your dynasty keeps growing and your family’s financial future is secure.

Financial Fitness Worksheets

These web-based calculators have been designed to make light work of your personal financial administration. You will have access to brilliantly designed worksheets for the following: Debt Position Worksheet, Monthly Spending Plan, Policy Information, Home Bond & Car Loan Calculators, Lost Opportunity Calculator, Stock Screening Worksheets, Savings Goal Amount & Period, Lumpsum & Monthly Growth Calculators. These will prove invaluable in monitoring and managing your progress.

Business Financial Planning

While you’re busy growing your business, it is so easy to forget about protecting yourself from the numerous pit falls that have cost many entrepreneurs everything they thought they owned. You may need partnership insurance, a buy and sell agreement, key person insurance or loan account insurance and these could easily cost too much without expert guidance. Then, if you have deferred compensation policies they should be reviewed. Finally, to protect what you have built up, restraint of trade agreements could be useful, as may be the establishment of Family Asset and Business Share Trusts. In other words, it is vital to retain expert advice on protecting what you’ve worked so hard to build.