Hector Viljoen
Director & Financial Planner CA (SA)
Every shepherd benefits from understanding the landscape around them, and the same is true of your financial situation. With the ability to view your Financial Life on a single page you will have a clear vision of what’s important to you.
“To remember nature, spend a day with a shepherd;
to remember yourself, spend a day with nature!”
― Mehmet Murat Ildan
"Walk humbly. Act justly. Love mercy.”
Micah
The value of a financial thinking partner
When we think about working with a financial planner, we often assume the value lies entirely in the numbers or the brokering of a financial product or contract. We naturally expect them to pick the right investments, optimise our tax, and help us generate a better yield. Those technical elements are certainly important. But true lifestyle financial planning goes far beyond the spreadsheet. The real value is rarely found in simply trying to beat the market. […]
The real purpose of short-term insurance
It is perhaps the ultimate grudge purchase. Every single month, we watch the premium leave our bank accounts. We pay to insure our cars, our homes, and our household contents, often wondering if it is simply money down the drain. Because if we have a quiet year with no claims, it can easily feel like a wasted expense. But if we look at it through the lens of our overall financial wellbeing, it might be helpful […]